USMV icon

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 %
MYIA
601
Mount Yale Investment Advisors
Colorado
$709K -$453K -6,151 -39%
FA
602
Fountainhead AM
New Jersey
$708K – – –
EAMA
603
EFG Asset Management (Americas)
Florida
$703K -$5.08K -69 -0.7%
SS
604
Sunbelt Securities
Texas
$702K +$25.4K +338 +4%
VC
605
Veery Capital
Delaware
$701K -$21.6K -294 -3%
TAM
606
Townsend Asset Management
North Carolina
$700K +$2.8K +38 +0.4%
COCM
607
Charter Oak Capital Management
New Hampshire
$693K -$155K -2,106 -18%
FFBTD
608
First Financial Bank - Trust Division
Ohio
$689K +$2.43K +33 +0.4%
EGA
609
E&G Advisors
Texas
$688K -$647K -9,350 Closed
FF
610
FourThought Financial
Florida
$687K -$16K -218 -2%
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$685K -$45.3K -616 -6%
FMWA
612
Forvis Mazars Wealth Advisors
Missouri
$683K -$321K -4,361 -32%
IF
613
Intrua Financial
Texas
$666K -$122K -1,591 -15%
IWA
614
Intercontinental Wealth Advisors
Texas
$656K -$957 -13 -0.1%
FCFC
615
First Citizens Financial Corp
Iowa
$655K +$146K +1,981 +29%
FG
616
Fiduciary Group
Georgia
$654K – – –
ECML
617
Eagle Capital Management (Louisiana)
Louisiana
$652K +$38.7K +526 +6%
PP
618
Patten & Patten
Tennessee
$651K +$28.2K +383 +5%
STB
619
S&T Bank
Pennsylvania
$649K -$737K -10,015 -53%
HB
620
Homrich & Berg
Georgia
$645K -$8.39K -114 -1%
EL
621
EQ LLC
Washington
$628K -$195K -2,653 -24%
FNT
622
First National Trust
Pennsylvania
$627K -$251K -3,406 -29%
SAM
623
Silvercrest Asset Management
New York
$624K +$809 +11 +0.1%
AWA
624
Arete Wealth Advisors
Illinois
$621K -$63.6K -887 -9%
CA
625
Corrado Advisors
New Jersey
$621K -$24.9K -339 -4%
23 24
25
26 27