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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 %
PBF
501
Petix & Botte Financial
California
$1.26M +$190K +2,580 +18%
GLA
502
Good Life Advisors
Pennsylvania
$1.24M -$33K -448 -3%
WI
503
WrapManager Inc
California
$1.24M -$1.07M -14,494 -46%
RB
504
Renasant Bank
Mississippi
$1.24M +$62.6K +851 +5%
HFA
505
High Falls Advisors
New York
$1.23M -$7.38M -100,218 -86%
LC
506
LCNB Corp
Ohio
$1.23M -$634K -8,613 -34%
VWA
507
V Wealth Advisors
Kansas
$1.23M +$194K +2,643 +19%
IP
508
Intellectus Partners
California
$1.23M -$68.8K -935 -5%
EA
509
Emerald Advisors
Washington
$1.22M +$155K +2,108 +15%
BFG
510
Bouchey Financial Group
New York
$1.22M -$37.6M -511,056 -97%
SXL
511
Summit X LLC
Missouri
$1.21M -$804K -10,957 -40%
SF
512
Symphony Financial
Texas
$1.21M -$741K -10,070 -38%
C1AG
513
Client 1st Advisory Group
Florida
$1.21M -$1.74M -23,653 -59%
AF
514
Advisornet Financial
Minnesota
$1.2M -$750K -10,186 -38%
CC
515
Courier Capital
New York
$1.2M -$439K -5,964 -27%
CC
516
Cassaday & Co
Virginia
$1.19M -$56.8K -772 -5%
TSS
517
Two Sigma Securities
New York
$1.19M -$46.4K -630 -4%
SG
518
StoneX Group
New York
$1.19M -$240K -3,256 -17%
FPCP
519
Fort Point Capital Partners
California
$1.18M +$48.8K +663 +4%
JCM
520
Jacobi Capital Management
Pennsylvania
$1.18M -$1.84K -25 -0.2%
FBFS
521
First Business Financial Services
Wisconsin
$1.17M -$22.5K -306 -2%
IFG
522
Investors Financial Group
Minnesota
$1.17M -$7.29K -99 -0.6%
LFGH
523
Lee Financial Group Hawaii
Hawaii
$1.16M -$1.4M -18,969 -55%
CG
524
Caprock Group
Idaho
$1.15M +$60.3K +820 +6%
PIA
525
Perennial Investment Advisors
California
$1.15M +$275K +3,742 +31%
19 20
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