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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 %
SFG
626
Sowa Financial Group
Rhode Island
$612K -$14.2K -193 -2%
Bank of Montreal
627
Bank of Montreal
Ontario, Canada
$611K +$57.6K +782 +10%
HL
628
HeadInvest LLC
Maine
$604K +$604K +8,217 New
FCI
629
Financial Counselors Inc
Kansas
$599K +$19.7K +267 +3%
RSWM
630
Robertson Stephens Wealth Management
California
$596K -$171K -2,326 -22%
GG
631
Golden Green
South Carolina
$591K -$39.3K -534 -6%
AIA
632
AIMZ Investment Advisors
California
$591K – – –
MWP
633
Meridian Wealth Partners
Pennsylvania
$586K -$1.17M -15,948 -67%
OPWM
634
Oxinas Partners Wealth Management
Indiana
$584K -$12.1K -165 -2%
SFPG
635
Stonebridge Financial Planning Group
Florida
$576K -$34.1K -454 -6%
WC
636
Whitney & Co
New York
$576K -$32.3K -438 -5%
GWM
637
GSB Wealth Management
Connecticut
$574K -$51.5K -700 -8%
LWM
638
Liberty Wealth Management
California
$558K -$790K -10,731 -59%
TA
639
TrueWealth Advisors
Alabama
$556K -$193K -2,621 -26%
PFA
640
Pinnacle Family Advisors
Missouri
$555K -$34.1K -464 -6%
CFD
641
Creative Financial Designs
Indiana
$555K -$4.42K -60 -0.8%
APSP
642
Asset Planning Services (Pennsylvania)
Pennsylvania
$550K -$4.44M -60,328 -89%
WB
643
Webster Bank
Connecticut
$550K -$332K -4,507 -38%
CCA
644
Clearwater Capital Advisors
Illinois
$548K -$7K -95 -1%
GIA
645
Guyasuta Investment Advisors
Pennsylvania
$547K – – –
NFP
646
Novak Financial Planning
Maryland
$540K -$7.44K -101 -1%
HCM
647
Hengehold Capital Management
Ohio
$539K -$301K -4,088 -36%
VWM
648
Vigilare Wealth Management
Arizona
$539K -$234K -3,183 -30%
CAS
649
Cascadia Advisory Services
Oregon
$538K -$358K -4,857 -40%
FTUS
650
Flow Traders U.S.
New York
$537K -$3.11M -42,201 -85%
24 25
26
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