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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 %
SFG
501
StrategIQ Financial Group
Indiana
$1.29M +$1.1K +15 +0.1%
LC
502
LCNB Corp
Ohio
$1.29M +$57.4K +781 +5%
DACG
503
Donor Advised Charitable Giving
California
$1.29M – – –
CAM
504
Cresset Asset Management
Illinois
$1.28M -$15.6K -213 -1%
FA
505
Flagstar Advisors
New York
$1.28M +$1.28M +17,404 New
VWA
506
V Wealth Advisors
Kansas
$1.27M +$48.2K +656 +4%
RI
507
Ridgewood Investments
New Jersey
$1.27M +$441 +6 +0%
CWM
508
Centric Wealth Management
Illinois
$1.26M -$74 -1 -0%
FG
509
Foster Group
Iowa
$1.23M +$252K +3,430 +26%
MWM
510
MBE Wealth Management
Wisconsin
$1.22M -$320K -4,350 -21%
TP
511
Tranquility Partners
Tennessee
$1.2M +$196K +2,667 +19%
WI
512
WrapManager Inc
California
$1.2M -$31.8K -433 -3%
RB
513
Renasant Bank
Mississippi
$1.2M -$31.8K -433 -3%
IP
514
Intellectus Partners
California
$1.19M -$30.3K -413 -2%
FBFS
515
First Business Financial Services
Wisconsin
$1.19M +$22.1K +300 +2%
AF
516
Advisornet Financial
Minnesota
$1.17M -$27.5K -374 -2%
CC
517
Cassaday & Co
Virginia
$1.17M -$24.9K -339 -2%
LFGH
518
Lee Financial Group Hawaii
Hawaii
$1.17M +$12.8K +174 +1%
JCM
519
Jacobi Capital Management
Pennsylvania
$1.17M -$9.85K -134 -0.8%
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$1.16M -$149K -2,023 -11%
MP
521
McDonald Partners
Ohio
$1.15M +$4.41K +60 +0.4%
BCA
522
Bay Colony Advisors
Massachusetts
$1.14M -$239K -3,248 -17%
Principal Financial Group
523
Principal Financial Group
Iowa
$1.13M -$1.38M -18,770 -55%
SXL
524
Summit X LLC
Missouri
$1.12M -$98.7K -1,340 -8%
PCA
525
Peddock Capital Advisors
Massachusetts
$1.11M +$28.3K +385 +3%
19 20
21
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