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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 %
CCWA
526
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M -$362K -4,919 -25%
RW
527
Rede Wealth
Virginia
$1.07M -$17K -231 -2%
CC
528
Courier Capital
New York
$1.07M -$122K -1,663 -10%
IFG
529
Investors Financial Group
Minnesota
$1.07M -$93.6K -1,274 -8%
HFA
530
High Falls Advisors
New York
$1.06M -$169K -2,300 -14%
WT
531
Whittier Trust
California
$1.06M – – –
CAM
532
Concorde Asset Management
Michigan
$1.05M -$52.7K -717 -5%
ECA
533
Elevated Capital Advisors
Utah
$1.05M +$1.05M +14,324 New
HSA
534
HBK Sorce Advisory
Pennsylvania
$1.05M -$28.4K -387 -3%
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$1.04M +$4.41K +60 +0.4%
OIA
536
OneDigital Investment Advisors
Kansas
$1.04M -$70K -953 -6%
WF
537
Welch & Forbes
Massachusetts
$1.03M – – –
DA
538
Detalus Advisors
Missouri
$1.02M +$85.5K +1,164 +9%
OWM
539
OneAscent Wealth Management
Alabama
$1.01M +$1.01M +13,796 New
BWM
540
BCS Wealth Management
Tennessee
$1.01M -$16.6K -226 -2%
PWG
541
Private Wealth Group
Florida
$1M +$13.2K +180 +1%
TFGT
542
TS Financial Group (TSFG)
Illinois
$1M +$16.9K +230 +2%
APW
543
Austin Private Wealth
Texas
$997K +$267K +3,635 +37%
EPA
544
Element Pointe Advisors
Florida
$996K -$4.49M -61,040 -82%
RWA
545
Ropes Wealth Advisors
Massachusetts
$994K +$31.7K +431 +3%
Renaissance Technologies
546
Renaissance Technologies
New York
$992K +$992K +13,500 New
UIA
547
UBP Investment Advisors
Switzerland
$990K -$494K -6,735 -33%
HWMA
548
Heritage Wealth Management (Arizona)
Arizona
$986K -$67.5K -919 -6%
RPSA
549
Richard P. Slaughter Associates
Texas
$984K -$525K -7,153 -35%
BFG
550
Bouchey Financial Group
New York
$984K -$235K -3,198 -19%
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