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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 %
Koshinski Asset Management
676
Koshinski Asset Management
Illinois
$561K -$34.2K -495 -6%
OPWM
677
Oxinas Partners Wealth Management
Indiana
$560K +$269K +3,895 +93%
AIA
678
AIMZ Investment Advisors
California
$555K – – –
PFA
679
Pinnacle Family Advisors
Missouri
$554K -$90.3K -1,305 -14%
G
680
GenTrust
Florida
$549K +$549K +8,053 New
FCI
681
Financial Counselors Inc
Kansas
$544K -$85.7K -1,239 -14%
HCIA
682
Hochman Cole Investment Advisors
Illinois
$544K +$17.4K +251 +3%
BCM
683
BlueCrest Capital Management
Jersey
$543K +$543K +7,855 New
Jane Street
684
Jane Street
New York
$540K -$389K -5,620 -42%
BF
685
BOK Financial
Oklahoma
$540K -$106K -1,534 -16%
PCM
686
Parsons Capital Management
Rhode Island
$539K -$645K -9,313 -54%
PS
687
Portfolio Strategies
New York
$538K – – –
Bank of Montreal
688
Bank of Montreal
Ontario, Canada
$529K -$8.03M -114,066 -94%
CFD
689
Creative Financial Designs
Indiana
$526K -$4.05M -58,570 -89%
State Street
690
State Street
Massachusetts
$524K – – –
CCG
691
Cypress Capital Group
Florida
$523K -$102K -1,475 -16%
ACP
692
Aveo Capital Partners
Colorado
$523K +$224K +3,235 +75%
LWP
693
Lumature Wealth Partners
Georgia
$521K -$268K -3,871 -34%
CCA
694
Clearwater Capital Advisors
Illinois
$521K -$61.4K -888 -11%
ACA
695
Anchor Capital Advisors
Massachusetts
$519K – – –
OC
696
Oppenheimer & Co
New York
$516K +$2.56K +37 +0.5%
NFP
697
Novak Financial Planning
Maryland
$515K +$1.32K +19 +0.3%
GIA
698
Guyasuta Investment Advisors
Pennsylvania
$514K – – –
LWAC
699
Laurel Wealth Advisors (California)
California
$509K +$12.1K +175 +2%
RFN
700
RDA Financial Network
Iowa
$505K -$1.59M -22,944 -76%
26 27
28
29 30