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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 %
TCA
551
Transcend Capital Advisors
New Jersey
$1.19M -$386K -5,614 -25%
Mirae Asset Global Investments
552
Mirae Asset Global Investments
South Korea
$1.18M -$6.43M -93,000 -85%
CC
553
Cassaday & Co
Virginia
$1.18M -$250K -3,613 -18%
TSA
554
Tri-Star Advisors
Texas
$1.17M -$2.67M -36,971 -70%
TSS
555
Two Sigma Securities
New York
$1.17M +$843K +12,187 +262%
NEIRG
556
New England Investment & Retirement Group
Massachusetts
$1.16M -$69.8K -1,009 -6%
AWMS
557
Advocacy Wealth Management Services
Georgia
$1.13M -$90.5M -1,302,155 -99%
FBFS
558
First Business Financial Services
Wisconsin
$1.12M +$21.2K +306 +2%
JCM
559
Jacobi Capital Management
Pennsylvania
$1.11M -$72.4K -1,047 -6%
IFG
560
Investors Financial Group
Minnesota
$1.1M -$51.3K -742 -4%
RB
561
Renasant Bank
Mississippi
$1.1M -$25.3K -366 -2%
DAS
562
Dynamic Advisor Solutions
Arizona
$1.1M -$67.2K -972 -6%
MYIA
563
Mount Yale Investment Advisors
Colorado
$1.09M -$231K -3,338 -17%
Squarepoint
564
Squarepoint
New York
$1.09M -$1.96M -28,396 -64%
MP
565
McDonald Partners
Ohio
$1.08M +$5.6K +81 +0.5%
FPCP
566
Fort Point Capital Partners
California
$1.06M -$167K -2,406 -14%
ECA
567
Elevated Capital Advisors
Utah
$1.05M -$98.8K -1,368 -9%
JSL
568
JT Stratford LLC
Georgia
$1.04M -$387K -5,600 -27%
RWA
569
Ropes Wealth Advisors
Massachusetts
$1.03M +$71.8K +992 +7%
HSA
570
HBK Sorce Advisory
Pennsylvania
$1.03M +$75.3K +1,088 +8%
CG
571
Caprock Group
Idaho
$1.03M -$448K -6,470 -30%
BWM
572
BCS Wealth Management
Tennessee
$1.02M -$426K -6,156 -29%
EWA
573
EP Wealth Advisors
California
$1.02M +$37.8K +546 +4%
RA
574
Riversedge Advisors
Delaware
$1.01M +$123K +1,778 +14%
RCM
575
Rain Capital Management
Oregon
$1.01M -$233K -3,372 -19%
21 22
23
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