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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.

New
Increased
Maintained
Reduced
Closed
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
Kelly Financial Services
Massachusetts
+$371M
2
RJA
Raymond James & Associates
Florida
+$92.7M
3
Ameriprise
Ameriprise
Minnesota
+$48.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$46.1M
5
GA
Gateway Advisory
New Jersey
+$42.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$235M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$203M
3
Bank of America
Bank of America
North Carolina
-$183M
4
BlackRock
BlackRock
New York
-$117M
5
SIRP
Shelter Insurance Retirement Plan
Missouri
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
476
M Holdings Securities
Oregon
$1.45M +$47.5K +646 +3%
DMC
477
Drexel Morgan & Co
Pennsylvania
$1.44M -$3.59M -48,759 -71%
CCWA
478
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M -$1.03M -14,007 -42%
SFP
479
Shepherd Financial Partners
Massachusetts
$1.43M -$26.4K -359 -2%
AWM
480
Aries Wealth Management
Maine
$1.43M +$26.8K +364 +2%
AWA
481
Arkadios Wealth Advisors
Georgia
$1.41M +$1.12M +15,258 +393%
NR
482
Newfound Research
Massachusetts
$1.4M +$132K +1,796 +10%
RBFC
483
Roman Butler Fullerton & Co
Missouri
$1.4M +$3.9K +53 +0.3%
CA
484
Claro Advisors
Massachusetts
$1.39M -$125K -1,701 -8%
CWM
485
CCG Wealth Management
California
$1.39M – – –
DAM
486
Derbend Asset Management
Georgia
$1.38M +$1.38M +18,767 New
BCA
487
Bay Colony Advisors
Massachusetts
$1.38M -$52.7K -716 -4%
IWP
488
Icon Wealth Partners
Texas
$1.35M -$1.79M -24,293 -57%
CWA
489
Clearview Wealth Advisors
Oregon
$1.35M -$108K -1,464 -7%
GLLW
490
Graves Light Lenhart Wealth
Virginia
$1.35M -$36.8K -500 -3%
SVWAG
491
Sound View Wealth Advisors Group
Georgia
$1.31M -$563K -7,652 -30%
BCM
492
BlueCrest Capital Management
Jersey
$1.31M +$729K +9,904 +126%
CAM
493
Cresset Asset Management
Illinois
$1.3M +$861K +11,695 +195%
SFG
494
StrategIQ Financial Group
Indiana
$1.29M -$72.4K -984 -5%
DACG
495
Donor Advised Charitable Giving
California
$1.29M +$8.76K +119 +0.7%
RF
496
Rollins Financial
Georgia
$1.28M -$315K -4,273 -20%
EWA
497
EP Wealth Advisors
California
$1.28M +$195K +2,655 +18%
RI
498
Ridgewood Investments
New Jersey
$1.27M -$271K -3,688 -18%
CWM
499
Centric Wealth Management
Illinois
$1.26M -$48.4K -657 -4%
Natixis Advisors
500
Natixis Advisors
Massachusetts
$1.26M +$1.26M +17,117 New
18 19
20
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