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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 %
PWG
551
Private Wealth Group
Florida
$991K +$65.1K +885 +7%
TFGT
552
TS Financial Group (TSFG)
Illinois
$984K +$89.3K +1,213 +10%
OBWP
553
O'Brien Wealth Partners
Massachusetts
$982K -$366K -4,883 -27%
FG
554
Foster Group
Iowa
$982K +$531K +7,219 +118%
RWA
555
Ropes Wealth Advisors
Massachusetts
$963K -$88.7K -1,205 -8%
NNP
556
Nachman Norwood & Parrott
South Carolina
$960K +$3.02K +41 +0.3%
DE
557
Day & Ennis
Georgia
$958K -$754K -10,239 -44%
MC
558
Moors & Cabot
Massachusetts
$943K +$32.2K +437 +4%
4WM
559
4J Wealth Management
Virginia
$938K -$61.2K -832 -6%
DA
560
Detalus Advisors
Missouri
$938K -$12.6K -171 -1%
TI
561
tru Independence
Oregon
$926K +$109K +1,482 +13%
LC
562
Lincoln Capital
Nebraska
$908K +$29.1K +395 +3%
JIP
563
Jaffetilchin Investment Partners
Florida
$901K +$588K +8,200 +187%
DAS
564
Dynamic Advisor Solutions
Arizona
$887K -$282K -3,824 -24%
JSL
565
JT Stratford LLC
Georgia
$884K -$225K -3,060 -20%
WMA
566
Wealth Management Associates
New Jersey
$849K +$7.36K +100 +0.9%
BWA
567
BDO Wealth Advisors
Florida
$846K +$101K +1,374 +14%
TI
568
Trexquant Investment
Connecticut
$843K +$843K +11,453 New
PWM
569
Provident Wealth Management
Tennessee
$841K -$55.3K -752 -6%
SIA
570
Soltis Investment Advisors
Utah
$835K +$116K +1,575 +16%
SBL
571
Sargent Bickham Lagudis
Colorado
$830K -$14.1K -192 -2%
MPCG
572
Matrix Private Capital Group
New York
$828K – – –
BG
573
Benedetti & Gucer
Georgia
$827K -$5.08K -69 -0.6%
GFS
574
GYL Financial Synergies
Connecticut
$825K -$40.8K -554 -5%
IFWM
575
Institute for Wealth Management
Colorado
$824K -$1.33K -18 -0.2%
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