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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 %
CRWM
576
Castle Rock Wealth Management
California
$823K -$38.4K -502 -4%
WA
577
WBH Advisory
Maryland
$820K +$36.1K +475 +5%
ISG
578
Investment Security Group
Colorado
$813K -$15.8K -215 -2%
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$812K -$456K -6,197 -36%
FCIM
580
Fairview Capital Investment Management
California
$802K -$90.1K -1,225 -10%
EFG
581
Everhart Financial Group
Ohio
$802K -$61.7K -838 -7%
OPS
582
Orion Portfolio Solutions
Nebraska
$791K -$225K -3,057 -22%
APW
583
Aurora Private Wealth
New Jersey
$788K +$36.8K +500 +5%
TF
584
TIAA FSB
Florida
$787K -$21.9K -298 -3%
LWP
585
Legacy Wealth Planning
Nevada
$785K -$65.5K -889 -8%
VC
586
Vicus Capital
Pennsylvania
$778K -$859K -11,667 -52%
PPP
587
Private Portfolio Partners
New Jersey
$761K -$221K -3,007 -23%
DP
588
Denver PWM
Colorado
$757K -$776K -10,504 -51%
SW
589
StrongBox Wealth
Missouri
$748K -$786K -10,671 -51%
WQ
590
Wealth Quarterback
New Jersey
$742K +$742K +10,079 New
GWM
591
Greenwich Wealth Management
Connecticut
$739K -$48.4K -657 -6%
SFSIG
592
San Francisco Sentry Investment Group
California
$739K -$9.35K -127 -1%
APW
593
Austin Private Wealth
Texas
$731K -$599K -8,133 -45%
PP
594
PDS Planning
Ohio
$728K +$4.12K +56 +0.6%
EL
595
EMFO LLC
Florida
$723K +$723K +9,820 New
MFW
596
Meristem Family Wealth
Minnesota
$720K -$58.3K -792 -7%
6M
597
6 Meridian
Kansas
$718K -$12.3K -167 -2%
HNB
598
Huntington National Bank
Ohio
$715K +$715K +4,620 New
CAM
599
Cidel Asset Management
Ontario, Canada
$711K -$45.7K -620 -6%
MIH
600
Meitav Investment House
Israel
$710K -$1.16M -15,716 -62%
22 23
24
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