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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.28%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Securian Asset Management
Minnesota
$117M 1,690,431 -111,540 -6%
Allianz Asset Management
27
Allianz Asset Management
Germany
$116M 1,682,436 +1,682,436 New
CPO
28
Cerity Partners OCIO
New York
$115M 1,664,341 +221,519 +15%
SIRP
29
Shelter Insurance Retirement Plan
Missouri
$110M 1,597,200 -54,300 -3%
Two Sigma Investments
30
Two Sigma Investments
New York
$102M 1,468,600 +53,600 +4%
HI
31
Horizon Investments
North Carolina
$91.6M 1,323,266 +1,323,266 New
AssetMark Inc
32
AssetMark Inc
California
$88.7M 1,282,525 +83,117 +7%
LFA
33
Legacy Financial Advisors
Kentucky
$83.5M 1,206,784 -31,517 -3%
MML Investors Services
34
MML Investors Services
Massachusetts
$80M 1,156,317 -593,618 -34%
AllianceBernstein
35
AllianceBernstein
Tennessee
$79.2M 1,145,382 +101 +0%
GW
36
GW & Wade
Massachusetts
$77.4M 1,118,138 -41,307 -4%
JIC
37
Johnson Investment Counsel
Ohio
$74M 1,069,722 +18,222 +2%
PI
38
PFS Investments
Georgia
$73.9M 1,068,773 -190,497 -15%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$73.5M 1,062,894 -467,803 -31%
AWS
40
AJ Wealth Strategies
New York
$72.8M 1,051,846 +196,939 +23%
PAG
41
Private Advisor Group
New Jersey
$71.9M 1,039,881 -245,548 -19%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$68.9M 995,670 +185,759 +23%
Capstone Investment Advisors
43
Capstone Investment Advisors
New York
$67.6M 976,400 +483,411 +98%
FA
44
Financial Advisors
Massachusetts
$63.9M 923,451 +10,712 +1%
KeyBank National Association
45
KeyBank National Association
Ohio
$63.5M 917,744 -436,254 -32%
M&T Bank
46
M&T Bank
New York
$58.4M 843,370 -1,482,458 -64%
AWM
47
AE Wealth Management
Kansas
$58.1M 840,253 +489,581 +140%
SP
48
Symmetry Partners
Connecticut
$54.4M 786,882 +21,019 +3%
SAS
49
Sanford Advisory Services
Michigan
$53.5M 773,832 -375,650 -33%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$53M 765,771 -501,828 -40%
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