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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

967 hedge funds and large institutions have $18.7B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 519 reducing their positions, and 74 closing their positions.

Holders
967
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
16.88%
Holding in Top 10
147
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-13.02%
% of All Funds
2.57%
New
70
Increased
265
Reduced
519
Closed
74
Calls
$23.9M
Puts
$685K
Net Calls
+$23.2M
Net Calls Change
+$740K

Top Buyers

1
KFS
1
Kelly Financial Services
Massachusetts
$376M
2
RJA
2
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
3
Ameriprise
Minnesota
$474M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$436M
5
GA
5
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$467M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M
3
Bank of America
3
Bank of America
North Carolina
$1.74B
4
BlackRock
4
BlackRock
New York
$672M
5
SIRP
5
Shelter Insurance Retirement Plan
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Securian Asset Management
Minnesota
$122M 1,651,031 -39,400 -2%
BCM
27
Brookstone Capital Management
Illinois
$121M 1,612,103 -889,268 -36%
Mariner
28
Mariner
Kansas
$115M 1,563,247 -209,542 -12%
Allianz Asset Management
29
Allianz Asset Management
Germany
$110M 1,491,909 -190,527 -11%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$104M 1,407,500 -489,500 -26%
AssetMark Inc
31
AssetMark Inc
California
$96.6M 1,312,313 +29,788 +2%
PI
32
PFS Investments
Georgia
$94.7M 1,262,643 +193,870 +18%
GA
33
Gateway Advisory
New Jersey
$93.6M 1,271,127 +573,034 +82%
LFA
34
Legacy Financial Advisors
Kentucky
$89.9M 1,221,699 +14,915 +1%
AWS
35
AJ Wealth Strategies
New York
$84.1M 1,141,834 +89,988 +9%
AllianceBernstein
36
AllianceBernstein
Tennessee
$83.1M 1,128,726 -16,656 -1%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$82.4M 1,119,637 +123,967 +12%
JIC
38
Johnson Investment Counsel
Ohio
$80M 1,087,193 +17,471 +2%
GW
39
GW & Wade
Massachusetts
$78.3M 1,063,729 -54,409 -5%
PAG
40
Private Advisor Group
New Jersey
$69.1M 938,973 -100,908 -10%
FA
41
Financial Advisors
Massachusetts
$68.7M 933,467 +10,016 +1%
IWC
42
Integrated Wealth Concepts
Massachusetts
$67.3M 914,508 +331,767 +57%
MML Investors Services
43
MML Investors Services
Massachusetts
$66.3M 900,553 -255,764 -22%
Two Sigma Investments
44
Two Sigma Investments
New York
$64M 869,000 -599,600 -41%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$60.3M 819,590 -243,304 -23%
SAS
46
Sanford Advisory Services
Michigan
$57.1M 775,429 +1,597 +0.2%
SP
47
Symmetry Partners
Connecticut
$56.3M 765,462 -21,420 -3%
GHA
48
GW Henssler & Associates
Georgia
$53M 720,541 +4,090 +0.6%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$52.5M 713,399 -52,372 -7%
KeyBank National Association
50
KeyBank National Association
Ohio
$51.4M 697,793 -219,951 -24%
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