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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 %
Bank of Montreal
601
Bank of Montreal
Ontario, Canada
$710K +$74.2K +968 +12%
SS
602
Sunbelt Securities
Texas
$702K – – –
6M
603
6 Meridian
Kansas
$699K -$17.9K -243 -2%
VFIC
604
Valley Forge Investment Consultants
Pennsylvania
$699K +$699K +9,514 New
WQ
605
Wealth Quarterback
New Jersey
$690K +$30.2K +462 +5%
PPP
606
Private Portfolio Partners
New Jersey
$690K -$70.6K -961 -9%
TAM
607
Townsend Asset Management
North Carolina
$687K -$11.4K -155 -2%
EGA
608
E&G Advisors
Texas
$687K +$687K +9,350 New
JIP
609
Jaffetilchin Investment Partners
Florida
$681K -$243K -3,303 -26%
OPS
610
Orion Portfolio Solutions
Nebraska
$678K -$111K -1,515 -14%
FFBTD
611
First Financial Bank - Trust Division
Ohio
$673K -$14.6K -198 -2%
PP
612
PDS Planning
Ohio
$672K -$55.5K -755 -8%
FG
613
Fiduciary Group
Georgia
$666K – – –
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$663K -$21K -286 -3%
ECML
615
Eagle Capital Management (Louisiana)
Louisiana
$662K +$10.9K +148 +2%
DC
616
Davenport & Co
Virginia
$662K +$238K +3,243 +56%
CAM
617
Cidel Asset Management
Ontario, Canada
$659K -$50.7K -690 -7%
APW
618
Aurora Private Wealth
New Jersey
$655K -$132K -1,790 -17%
IWA
619
Intercontinental Wealth Advisors
Texas
$655K – – –
PP
620
Patten & Patten
Tennessee
$653K +$3.01K +41 +0.5%
VC
621
Vicus Capital
Pennsylvania
$649K -$128K -1,742 -16%
FF
622
FourThought Financial
Florida
$646K -$39.8K -542 -6%
STB
623
S&T Bank
Pennsylvania
$645K -$3.31K -45 -0.5%
OC
624
Oppenheimer & Co
New York
$645K +$142K +1,935 +28%
AFP
625
Ausdal Financial Partners
Iowa
$641K -$907K -12,331 -59%
23 24
25
26 27