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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 %
WA
576
WBH Advisory
Maryland
$822K +$29.5K +401 +4%
SBL
577
Sargent Bickham Lagudis
Colorado
$821K -$8.01K -109 -1%
FCA
578
FLC Capital Advisors
California
$819K -$175K -2,376 -18%
MFW
579
Meristem Family Wealth
Minnesota
$813K +$93.9K +1,277 +13%
OBWP
580
O'Brien Wealth Partners
Massachusetts
$812K -$154K -2,088 -16%
ISG
581
Investment Security Group
Colorado
$812K – – –
MIH
582
Meitav Investment House
Israel
$804K +$94.1K +1,280 +13%
C1AG
583
Client 1st Advisory Group
Florida
$787K -$424K -5,769 -35%
GFS
584
GYL Financial Synergies
Connecticut
$774K -$49.3K -671 -6%
FA
585
Fountainhead AM
New Jersey
$755K +$2.87K +39 +0.4%
DP
586
Denver PWM
Colorado
$753K – – –
SQA
587
Simon Quick Advisors
New Jersey
$752K -$394K -5,366 -34%
IFWM
588
Institute for Wealth Management
Colorado
$749K -$73.8K -1,004 -9%
HNB
589
Huntington National Bank
Ohio
$743K +$57.2K +385 +8%
MYIA
590
Mount Yale Investment Advisors
Colorado
$742K +$34.4K +468 +5%
FCIM
591
Fairview Capital Investment Management
California
$736K -$64.2K -875 -8%
YIH
592
Y-Intercept (HK)
Hong Kong
$736K +$736K +10,009 New
QT
593
Quantbot Technologies
New York
$735K +$315K +4,285 +75%
COCM
594
Charter Oak Capital Management
New Hampshire
$734K +$41.5K +564 +6%
DAS
595
Dynamic Advisor Solutions
Arizona
$730K -$156K -2,116 -18%
LWP
596
Legacy Wealth Planning
Nevada
$729K -$54.3K -739 -7%
EL
597
EMFO LLC
Florida
$722K – – –
FCFC
598
First Citizens Financial Corp
Iowa
$721K +$67.6K +920 +10%
GWM
599
Greenwich Wealth Management
Connecticut
$716K -$21.2K -288 -3%
VC
600
Veery Capital
Delaware
$710K +$10.1K +138 +1%
22 23
24
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