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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 %
PBF
576
Petix & Botte Financial
California
$1M +$116K +1,680 +13%
EA
577
Emerald Advisors
Washington
$1M +$253K +3,655 +34%
WT
578
Whittier Trust
California
$997K – – –
I
579
INVST
Indiana
$994K -$2.01M -27,919 -67%
PCA
580
Peddock Capital Advisors
Massachusetts
$977K +$977K +14,126 New
KWM
581
Keebeck Wealth Management
Illinois
$971K +$23.7K +342 +2%
VWA
582
V Wealth Advisors
Kansas
$971K +$452K +6,540 +87%
YIH
583
Y-Intercept (HK)
Hong Kong
$970K +$970K +13,998 New
APC
584
Aspire Private Capital
North Carolina
$967K -$616K -8,909 -39%
RW
585
Rede Wealth
Virginia
$966K +$1.52K +22 +0.2%
OPS
586
Orion Portfolio Solutions
Nebraska
$955K +$19.2K +277 +2%
OIA
587
OneDigital Investment Advisors
Kansas
$952K -$13K -188 -1%
TP
588
Tranquility Partners
Tennessee
$945K +$152K +2,193 +19%
FMWA
589
Forvis Mazars Wealth Advisors
Missouri
$944K -$473K -6,843 -33%
4WM
590
4J Wealth Management
Virginia
$940K -$362K -5,233 -28%
SWA
591
Stratos Wealth Advisors
Ohio
$924K -$459K -6,628 -33%
PPP
592
Private Portfolio Partners
New Jersey
$924K -$401K -5,799 -30%
BHWM
593
Bay Harbor Wealth Management
Maryland
$921K -$849K -12,270 -48%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$920K – – –
CIBC Private Wealth Group
595
CIBC Private Wealth Group
Georgia
$903K -$26.4K -382 -3%
NNP
596
Nachman Norwood & Parrott
South Carolina
$899K – – –
DA
597
Detalus Advisors
Missouri
$894K +$346 +5 +0%
PWG
598
Private Wealth Group
Florida
$870K -$158K -2,291 -15%
TGAM
599
TBH Global Asset Management
Tennessee
$864K -$268K -3,868 -24%
MC
600
Moors & Cabot
Massachusetts
$856K +$46.8K +677 +6%
22 23
24
25 26