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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 %
APSP
651
Asset Planning Services (Pennsylvania)
Pennsylvania
$550K +$1.54K +21 +0.3%
GIA
652
Guyasuta Investment Advisors
Pennsylvania
$546K – – –
JWCA
653
J.W. Coons Advisors
Ohio
$537K +$956 +13 +0.2%
CWA
654
Capital Wealth Alliance
Arizona
$536K +$36.2K +479 +7%
RSWM
655
Robertson Stephens Wealth Management
California
$530K -$64.6K -880 -11%
WA
656
Waddell & Associates
Tennessee
$526K – – –
CCA
657
Clearwater Capital Advisors
Illinois
$514K -$32.7K -445 -6%
CPA
658
Capital Planning Advisors
California
$512K – – –
SWM
659
SeaCrest Wealth Management
New York
$508K – – –
Capstone Investment Advisors
660
Capstone Investment Advisors
New York
$507K -$11.9M -161,900 -96%
VWM
661
Vigilare Wealth Management
Arizona
$503K -$34.7K -472 -6%
WTC
662
WhitTier Trust Company
Nevada
$502K – – –
LF
663
LifeSteps Financial
California
$500K – – –
CAS
664
Cascadia Advisory Services
Oregon
$496K -$41.6K -565 -8%
SWA
665
Stratos Wealth Advisors
Ohio
$496K -$20.8K -283 -4%
PG
666
Patten Group
Tennessee
$495K -$20.7K -281 -4%
WB
667
Webster Bank
Connecticut
$489K -$59.8K -815 -11%
State Street
668
State Street
Massachusetts
$489K -$27.7K -377 -5%
PPWM
669
PFG Private Wealth Management
Florida
$475K – – –
SMA
670
Sage Mountain Advisors
Georgia
$474K +$474K +6,445 New
SAM
671
Silvercrest Asset Management
New York
$470K -$153K -2,086 -25%
FFWM
672
Future Financial Wealth Management
Ohio
$470K – – –
OFG
673
Oxford Financial Group
Indiana
$468K +$955 +13 +0.2%
LCP
674
Legacy Capital Partners
Wisconsin
$466K +$22.9K +312 +5%
PMG
675
ProVise Management Group
Florida
$462K -$33.5K -456 -7%
25 26
27
28 29