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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 %
AP
626
Advisor Partners
California
$639K +$354K +4,818 +124%
FA
627
Fermata Advisors
California
$634K +$349K +4,752 +123%
OPWM
628
Oxinas Partners Wealth Management
Indiana
$632K +$48.9K +666 +8%
LWM
629
Liberty Wealth Management
California
$632K +$75.3K +1,025 +14%
OPA
630
Old Port Advisors
Maine
$632K +$116K +1,568 +23%
DWT
631
Dorsey & Whitney Trust
South Dakota
$628K +$150K +2,038 +31%
AWA
632
Arete Wealth Advisors
Illinois
$626K -$10.4K -142 -2%
EL
633
EQ LLC
Washington
$626K -$882 -12 -0.1%
CFA
634
Cahill Financial Advisors
Minnesota
$608K -$9.03M -122,844 -94%
TA
635
TrueWealth Advisors
Alabama
$604K +$48.3K +657 +9%
IWP
636
Icon Wealth Partners
Texas
$602K -$746K -10,150 -55%
SFPG
637
Stonebridge Financial Planning Group
Florida
$592K -$7.66K -98 -1%
HL
638
HeadInvest LLC
Maine
$590K -$13.6K -185 -2%
GG
639
Golden Green
South Carolina
$590K -$515 -7 -0.1%
AIA
640
AIMZ Investment Advisors
California
$590K – – –
RCM
641
Rain Capital Management
Oregon
$585K -$490K -6,666 -46%
EFG
642
Everhart Financial Group
Ohio
$582K -$219K -2,982 -27%
HB
643
Homrich & Berg
Georgia
$582K -$62.7K -852 -10%
SFG
644
Sowa Financial Group
Rhode Island
$579K -$31.8K -432 -5%
T
645
TRUADVICE
Florida
$578K +$578K +7,429 New
WC
646
Whitney & Co
New York
$571K -$3.38K -46 -0.6%
CFD
647
Creative Financial Designs
Indiana
$569K +$14.6K +198 +3%
FMWA
648
Forvis Mazars Wealth Advisors
Missouri
$555K -$127K -1,726 -19%
PFA
649
Pinnacle Family Advisors
Missouri
$555K +$661 +9 +0.1%
WSFS
650
Wilmington Savings Fund Society
Delaware
$555K +$150K +2,035 +37%
24 25
26
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