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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 %
IFWM
626
Institute for Wealth Management
Colorado
$776K +$12.4K +179 +2%
EL
627
EQ LLC
Washington
$774K -$542K -7,832 -41%
TF
628
TIAA FSB
Florida
$760K +$22.5K +326 +3%
SAM
629
Sequent Asset Management
Texas
$755K +$755K +10,905 New
SF
630
Synovus Financial
Georgia
$754K -$1.31M -18,931 -63%
LCP
631
Legacy Capital Partners
Wisconsin
$748K -$141K -2,035 -16%
GWM
632
Greenwich Wealth Management
Connecticut
$740K -$163K -2,362 -18%
IF
633
Intrua Financial
Texas
$740K +$116K +1,607 +19%
TA
634
TrueWealth Advisors
Alabama
$735K -$1.3M -17,974 -64%
MFW
635
Meristem Family Wealth
Minnesota
$732K – – –
VWM
636
Vigilare Wealth Management
Arizona
$727K -$1.15M -16,623 -61%
FWP
637
Firethorn Wealth Partners
Georgia
$723K -$710K -10,264 -50%
RSWM
638
Robertson Stephens Wealth Management
California
$721K -$99.7K -1,441 -12%
WA
639
WBH Advisory
Maryland
$713K +$44.8K +648 +7%
CAM
640
Cidel Asset Management
Ontario, Canada
$710K +$710K +10,270 New
FA
641
Fountainhead AM
New Jersey
$708K -$1.66K -24 -0.2%
APW
642
Aurora Private Wealth
New Jersey
$706K -$101K -1,458 -13%
SFSIG
643
San Francisco Sentry Investment Group
California
$703K – – –
BWA
644
BDO Wealth Advisors
Florida
$700K -$64.2K -928 -8%
6M
645
6 Meridian
Kansas
$687K -$184K -2,658 -21%
CSPIA
646
Cary Street Partners Investment Advisory
Virginia
$686K -$1.35M -19,574 -66%
PP
647
PDS Planning
Ohio
$681K – – –
VC
648
Veery Capital
Delaware
$679K -$2.56K -37 -0.4%
SIA
649
Soltis Investment Advisors
Utah
$676K -$4.13M -59,736 -86%
GSWM
650
Golden State Wealth Management
California
$673K -$319K -4,605 -32%
24 25
26
27 28