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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.

New
Increased
Maintained
Reduced
Closed
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
Raymond James & Associates
Florida
+$60.6M
2
SG Americas Securities
SG Americas Securities
New York
+$57.1M
3
CA
Cetera Advisors
Colorado
+$47.8M
4
HI
Horizon Investments
North Carolina
+$43.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$40.1M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$2.01B
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$361M
3
Bank of America
Bank of America
North Carolina
-$51.9M
4
Ameriprise
Ameriprise
Minnesota
-$49.8M
5
GHA
GW Henssler & Associates
Georgia
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
476
Tradition Wealth Management
Minnesota
$1.54M +$84.8K +1,154 +6%
TCA
477
Transcend Capital Advisors
New Jersey
$1.53M +$369K +4,757 +32%
CFAM
478
Center For Asset Management
Florida
$1.53M -$10.9K -148 -0.7%
Natixis Advisors
479
Natixis Advisors
Massachusetts
$1.52M +$265K +3,608 +21%
Geode Capital Management
480
Geode Capital Management
Massachusetts
$1.5M – – –
SIA
481
Strategic Investment Advisors
Michigan
$1.47M -$35.5K -483 -2%
EWA
482
EP Wealth Advisors
California
$1.47M +$193K +2,621 +15%
NWS
483
Newport Wealth Strategies
California
$1.46M – – –
KP
484
Keel Point
Alabama
$1.45M +$1.45M +19,769 New
AWA
485
Arkadios Wealth Advisors
Georgia
$1.45M +$39.7K +540 +3%
AWM
486
Aries Wealth Management
Maine
$1.44M +$19.3K +262 +1%
RBFC
487
Roman Butler Fullerton & Co
Missouri
$1.43M -$12.2K -161 -0.8%
SFP
488
Shepherd Financial Partners
Massachusetts
$1.43M +$147 +2 +0%
BCP
489
Blackhawk Capital Partners
Wisconsin
$1.41M +$1.41M +19,199 New
WFO
490
Wealthgate Family Office
Colorado
$1.4M +$1.4M +19,050 New
BDF
491
Black Diamond Financial
Maryland
$1.39M -$218K -2,967 -14%
CWM
492
CCG Wealth Management
California
$1.38M -$14.3K -195 -1%
SEP
493
Southland Equity Partners
Missouri
$1.37M -$182K -2,481 -12%
DAM
494
Derbend Asset Management
Georgia
$1.37M -$7.79K -106 -0.6%
SF
495
Symphony Financial
Texas
$1.37M +$147K +1,978 +12%
CA
496
CGN Advisors
Kansas
$1.33M +$853K +11,612 +177%
VFM
497
Vivid Financial Management
California
$1.33M -$340K -4,629 -20%
GLLW
498
Graves Light Lenhart Wealth
Virginia
$1.32M -$28.4K -387 -2%
PIA
499
Perennial Investment Advisors
California
$1.31M +$167K +2,280 +15%
EA
500
Emerald Advisors
Washington
$1.31M +$85.5K +1,163 +7%
18 19
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