USMV icon

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 %
VAG
601
VisionPoint Advisory Group
Texas
$850K -$241K -3,491 -22%
VAS
602
Vestmark Advisory Solutions
Massachusetts
$845K -$116K -1,679 -12%
PWM
603
Provident Wealth Management
Tennessee
$843K -$80K -1,156 -9%
CCFCSB
604
Cape Cod Five Cents Savings Bank
Massachusetts
$843K – – –
CAS
605
Cascadia Advisory Services
Oregon
$842K +$842K +12,166 New
TFGT
606
TS Financial Group (TSFG)
Illinois
$841K -$47.3K -684 -5%
FCIM
607
Fairview Capital Investment Management
California
$838K – – –
WB
608
Webster Bank
Connecticut
$830K -$1.84M -26,591 -69%
LC
609
Lincoln Capital
Nebraska
$826K +$10.9K +158 +1%
FNT
610
First National Trust
Pennsylvania
$825K -$12.8K -185 -2%
PIA
611
Perennial Investment Advisors
California
$822K -$57.8K -836 -7%
GFS
612
GYL Financial Synergies
Connecticut
$814K -$108K -1,562 -12%
CRWM
613
Castle Rock Wealth Management
California
$812K +$3.75K +52 +0.5%
EFG
614
Everhart Financial Group
Ohio
$812K +$82.5K +1,192 +11%
LWP
615
Legacy Wealth Planning
Nevada
$799K -$8.46M -122,196 -91%
TI
616
tru Independence
Oregon
$799K -$222K -3,090 -22%
COCM
617
Charter Oak Capital Management
New Hampshire
$797K -$119K -1,724 -13%
SBL
618
Sargent Bickham Lagudis
Colorado
$793K -$5.05K -73 -0.6%
WMA
619
Wealth Management Associates
New Jersey
$791K -$9.69K -140 -1%
HCM
620
Hengehold Capital Management
Ohio
$789K -$1.69M -24,403 -68%
BG
621
Benedetti & Gucer
Georgia
$782K +$782K +11,310 New
SEIA
622
Signature Estate & Investment Advisors
California
$779K -$54.2M -784,452 -99%
ISG
623
Investment Security Group
Colorado
$779K – – –
MPCG
624
Matrix Private Capital Group
New York
$778K -$10.5K -152 -1%
T
625
TRUADVICE
Florida
$776K -$330K -4,580 -30%
23 24
25
26 27