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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.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
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
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
501
Southland Equity Partners
Missouri
$1.65M +$301K +4,346 +22%
OAP
502
One Advisory Partners
Kansas
$1.62M -$1.81M -26,109 -53%
DE
503
Day & Ennis
Georgia
$1.61M -$918K -13,270 -36%
WFAG
504
Wescott Financial Advisory Group
Pennsylvania
$1.59M +$136K +1,967 +9%
GRP
505
Global Retirement Partners
California
$1.56M -$1.46M -21,119 -48%
SCM
506
Southport Capital Management
Tennessee
$1.54M -$268K -3,878 -15%
VC
507
Vicus Capital
Pennsylvania
$1.54M -$2.47M -35,694 -62%
CC
508
Courier Capital
New York
$1.54M -$339K -4,894 -18%
PIMG
509
Patriot Investment Management Group
Tennessee
$1.53M -$307K -4,437 -17%
Chevy Chase Trust
510
Chevy Chase Trust
Maryland
$1.53M +$76.1K +1,099 +5%
BDF
511
Black Diamond Financial
Maryland
$1.51M – – –
RF
512
Rollins Financial
Georgia
$1.5M -$196K -2,836 -12%
BCA
513
Biltmore Capital Advisors
New Jersey
$1.48M -$93.5K -1,352 -6%
PFA
514
Pettinga Financial Advisors
Indiana
$1.45M -$9.84M -142,223 -87%
FCA
515
FLC Capital Advisors
California
$1.45M -$1.7M -24,590 -54%
RI
516
Ridgewood Investments
New Jersey
$1.45M -$456K -6,589 -24%
SW
517
StrongBox Wealth
Missouri
$1.44M -$2.37M -34,261 -62%
CFAM
518
Center For Asset Management
Florida
$1.43M +$22.6K +326 +2%
CA
519
Claro Advisors
Massachusetts
$1.43M -$121K -1,748 -8%
SIA
520
Strategic Investment Advisors
Michigan
$1.42M +$2.15K +31 +0.2%
BEI
521
Benjamin Edwards Inc
Missouri
$1.4M +$42.8K +619 +3%
UIA
522
UBP Investment Advisors
Switzerland
$1.4M – – –
NWS
523
Newport Wealth Strategies
California
$1.39M +$138 +2 +0%
CWA
524
Clearview Wealth Advisors
Oregon
$1.37M -$954K -13,789 -41%
SFP
525
Shepherd Financial Partners
Massachusetts
$1.37M -$434K -6,266 -24%
19 20
21
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