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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 %
JWCA
651
J.W. Coons Advisors
Ohio
$537K +$736 +10 +0.1%
PA
652
Pinnacle Associates
New York
$523K -$187K -2,534 -26%
OPA
653
Old Port Advisors
Maine
$523K +$211K +2,811 +68%
SWA
654
Stratos Wealth Advisors
Ohio
$518K -$465K -6,313 -47%
State Street
655
State Street
Massachusetts
$518K -$39.6K -537 -7%
PG
656
Patten Group
Tennessee
$516K -$156K -2,117 -23%
PWM
657
PRW Wealth Management
Massachusetts
$516K +$516K +7,014 New
WP
658
WealthPLAN Partners
Nebraska
$515K -$129K -1,689 -20%
CPA
659
Capital Planning Advisors
California
$512K +$512K +6,960 New
SWM
660
SeaCrest Wealth Management
New York
$509K -$18.8K -256 -4%
OC
661
Oppenheimer & Co
New York
$504K -$44.7K -607 -8%
WTC
662
WhitTier Trust Company
Nevada
$503K +$190K +2,577 +61%
LF
663
LifeSteps Financial
California
$501K – – –
APC
664
Aspire Private Capital
North Carolina
$498K -$531K -7,214 -52%
SEIA
665
Signature Estate & Investment Advisors
California
$496K -$333K -4,530 -40%
PMG
666
ProVise Management Group
Florida
$496K +$37.1K +504 +8%
PCM
667
Parsons Capital Management
Rhode Island
$493K -$79.5K -1,081 -14%
CWA
668
Capital Wealth Alliance
Arizona
$493K -$23.1K -310 -4%
PCIA
669
Prime Capital Investment Advisors
Kansas
$488K +$488K +6,626 New
BJL
670
Brighton Jones LLC
Washington
$486K +$166K +2,251 +52%
OAP
671
One Advisory Partners
Kansas
$483K -$1.24M -16,782 -72%
CA
672
CGN Advisors
Kansas
$482K +$7.15K +97 +2%
DWT
673
Dorsey & Whitney Trust
South Dakota
$480K – – –
PPWM
674
PFG Private Wealth Management
Florida
$476K -$15.5M -210,833 -97%
FFWM
675
Future Financial Wealth Management
Ohio
$470K -$3.37M -45,782 -88%
25 26
27
28 29