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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 %
SQA
526
Simon Quick Advisors
New Jersey
$1.15M -$7.04M -95,763 -86%
HIP
527
HUB Investment Partners
Texas
$1.15M -$3.99M -54,190 -78%
MP
528
McDonald Partners
Ohio
$1.14M -$1.84K -25 -0.2%
PCA
529
Peddock Capital Advisors
Massachusetts
$1.12M +$45.5K +597 +4%
OIA
530
OneDigital Investment Advisors
Kansas
$1.11M +$99.1K +1,347 +10%
MCWS
531
McKinley Carter Wealth Services
West Virginia
$1.11M -$2.01M -27,255 -64%
RA
532
Riversedge Advisors
Delaware
$1.11M +$32.1K +436 +3%
CAM
533
Concorde Asset Management
Michigan
$1.11M -$264K -3,584 -19%
TCA
534
Transcend Capital Advisors
New Jersey
$1.1M -$170K -2,311 -13%
FPS
535
Fieldpoint Private Securities
Connecticut
$1.09M -$381K -4,978 -26%
RW
536
Rede Wealth
Virginia
$1.09M +$64.6K +878 +6%
HSA
537
HBK Sorce Advisory
Pennsylvania
$1.08M -$18.3K -249 -2%
RA
538
RFG Advisory
Alabama
$1.08M -$741K -10,058 -41%
RCM
539
Rain Capital Management
Oregon
$1.08M +$5.74K +78 +0.5%
WT
540
Whittier Trust
California
$1.06M – – –
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$1.06M -$267K -3,635 -20%
TIA
542
Traphagen Investment Advisors
New Jersey
$1.04M -$982K -13,343 -49%
CIBC Private Wealth Group
543
CIBC Private Wealth Group
Georgia
$1.04M +$81.3K +1,104 +8%
VAG
544
VisionPoint Advisory Group
Texas
$1.04M +$136K +1,850 +15%
WF
545
Welch & Forbes
Massachusetts
$1.03M -$804K -10,920 -44%
BWM
546
BCS Wealth Management
Tennessee
$1.03M -$59.2K -804 -5%
FH
547
FWG Holdings
Florida
$1.01M +$1.01M +13,771 New
TP
548
Tranquility Partners
Tennessee
$1.01M +$4.34K +59 +0.4%
TGAM
549
TBH Global Asset Management
Tennessee
$1M +$84.9K +1,153 +9%
FCA
550
FLC Capital Advisors
California
$995K -$546K -7,418 -35%
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