USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$117M 1,597,388 -60,499 -4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$116M 1,583,437 +463,800 +41%
PI
28
PFS Investments
Georgia
$116M 1,492,713 +230,070 +18%
Mariner
29
Mariner
Kansas
$113M 1,535,552 -27,695 -2%
AssetMark Inc
30
AssetMark Inc
California
$99.4M 1,351,729 +39,416 +3%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$94.8M 1,290,300 -117,200 -8%
GA
32
Gateway Advisory
New Jersey
$94.6M 1,287,406 +16,279 +1%
AWS
33
AJ Wealth Strategies
New York
$90.7M 1,234,108 +92,274 +8%
LFA
34
Legacy Financial Advisors
Kentucky
$90.5M 1,231,805 +10,106 +0.8%
AllianceBernstein
35
AllianceBernstein
Tennessee
$83.9M 1,141,865 +13,139 +1%
JIC
36
Johnson Investment Counsel
Ohio
$81.6M 1,110,784 +23,591 +2%
Two Sigma Investments
37
Two Sigma Investments
New York
$81.2M 1,104,600 +235,600 +27%
COF
38
Capital One Financial
Virginia
$79.6M 1,082,790 +416,719 +63%
PAG
39
Private Advisor Group
New Jersey
$74.9M 1,019,483 +80,510 +9%
IWC
40
Integrated Wealth Concepts
Massachusetts
$72.4M 984,423 +69,915 +8%
GW
41
GW & Wade
Massachusetts
$71.9M 978,776 -84,953 -8%
FA
42
Financial Advisors
Massachusetts
$69.8M 949,836 +16,369 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$62.6M 851,572 -48,981 -5%
SG Americas Securities
44
SG Americas Securities
New York
$61.8M 841,051 +777,061 +1,214%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$59.2M 805,306 -14,284 -2%
SP
46
Symmetry Partners
Connecticut
$59.1M 801,736 +36,274 +5%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$54.3M 738,511 +486,211 +193%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$52.9M 720,214 +6,815 +1%
AAS
49
Avantax Advisory Services
Texas
$52.4M 712,368 +26,483 +4%
SPIA
50
Steward Partners Investment Advisory
New York
$49.3M 671,184 +39,172 +6%
1
2
3 4 5