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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 %
Susquehanna International Group
551
Susquehanna International Group
Pennsylvania
$970K -$3.1M -42,183 -76%
TIA
552
Traphagen Investment Advisors
New Jersey
$969K -$71.8K -977 -7%
DE
553
Day & Ennis
Georgia
$956K -$367 -5 -0%
MC
554
Moors & Cabot
Massachusetts
$943K -$1.03K -14 -0.1%
SG
555
StoneX Group
New York
$934K -$249K -3,386 -21%
CG
556
Caprock Group
Idaho
$933K -$215K -2,928 -19%
TI
557
tru Independence
Oregon
$923K -$73 -1 -0%
CRWM
558
Castle Rock Wealth Management
California
$923K +$85.4K +1,096 +10%
TF
559
TIAA FSB
Florida
$922K +$136K +1,854 +17%
MCWS
560
McKinley Carter Wealth Services
West Virginia
$916K -$193K -2,629 -17%
LC
561
Lincoln Capital
Nebraska
$916K +$9.99K +136 +1%
BF
562
BOK Financial
Oklahoma
$913K +$913K +12,429 New
FCI
563
Financial Counselors Inc
Kansas
$891K +$293K +3,987 +49%
FH
564
FWG Holdings
Florida
$885K -$127K -1,734 -13%
WMA
565
Wealth Management Associates
New Jersey
$871K +$23.9K +325 +3%
BWA
566
BDO Wealth Advisors
Florida
$869K +$24.7K +336 +3%
HFS
567
Horizon Financial Services
North Carolina
$852K -$1.39M -18,975 -62%
4WM
568
4J Wealth Management
Virginia
$843K -$94.1K -1,280 -10%
LA
569
Latitude Advisors
Florida
$835K +$433K +5,889 +108%
WP
570
WealthPLAN Partners
Nebraska
$833K +$309K +3,960 +59%
SIA
571
Soltis Investment Advisors
Utah
$832K -$1.69K -23 -0.2%
JSL
572
JT Stratford LLC
Georgia
$830K -$52.2K -710 -6%
MPCG
573
Matrix Private Capital Group
New York
$827K – – –
PFGIA
574
Patriot Financial Group Insurance Agency
Massachusetts
$825K +$14.7K +200 +2%
PWM
575
Provident Wealth Management
Tennessee
$822K -$18.2K -247 -2%
21 22
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