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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 %
PA
651
Pinnacle Associates
New York
$667K -$10.1M -145,760 -94%
EAMA
652
EFG Asset Management (Americas)
Florida
$666K – – –
FF
653
FourThought Financial
Florida
$661K -$9.2K -133 -1%
AWA
654
Arete Wealth Advisors
Illinois
$660K +$214K +3,091 +48%
TAM
655
Townsend Asset Management
North Carolina
$655K -$40.1K -580 -6%
EGA
656
E&G Advisors
Texas
$647K -$2.08K -30 -0.3%
FFBTD
657
First Financial Bank - Trust Division
Ohio
$645K – – –
PG
658
Patten Group
Tennessee
$632K -$56.1K -810 -8%
TF
659
Trek Financial
Arizona
$622K -$724K -10,461 -54%
SS
660
Sunbelt Securities
Texas
$622K -$419K -6,050 -40%
FG
661
Fiduciary Group
Georgia
$617K – – –
IWA
662
Intercontinental Wealth Advisors
Texas
$617K – – –
HB
663
Homrich & Berg
Georgia
$614K +$65.4K +946 +12%
CA
664
Corrado Advisors
New Jersey
$608K -$3.6K -52 -0.6%
MFG
665
Monumental Financial Group
Maryland
$608K +$608K +8,793 New
WP
666
WealthPLAN Partners
Nebraska
$606K -$2.81K -39 -0.5%
MCIA
667
Mountain Capital Investment Advisors
Colorado
$592K -$1.01M -14,250 -63%
GG
668
Golden Green
South Carolina
$592K -$22.3K -323 -4%
SFG
669
Sowa Financial Group
Rhode Island
$588K -$138K -1,988 -19%
GWM
670
GSB Wealth Management
Connecticut
$588K +$194K +2,802 +49%
SAM
671
Silvercrest Asset Management
New York
$586K -$2.01M -28,992 -77%
PP
672
Patten & Patten
Tennessee
$585K -$6.91K -100 -1%
SFPG
673
Stonebridge Financial Planning Group
Florida
$576K -$22.5K -318 -4%
ECML
674
Eagle Capital Management (Louisiana)
Louisiana
$576K +$30.9K +446 +6%
WC
675
Whitney & Co
New York
$571K +$95.1K +1,375 +20%
25 26
27
28 29