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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 %
OFG
676
Oxford Financial Group
Indiana
$468K +$736 +10 +0.2%
CCG
677
Cypress Capital Group
Florida
$462K -$94.6K -1,285 -17%
SYBT
678
Stock Yards Bank & Trust
Kentucky
$460K -$519K -7,052 -53%
LWP
679
Lumature Wealth Partners
Georgia
$459K -$94.8K -1,288 -17%
GIA
680
Goodwin Investment Advisory
Georgia
$457K -$1.8M -24,588 -80%
RCM
681
Radnor Capital Management
Pennsylvania
$457K – – –
ABC
682
Associated Banc-Corp
Wisconsin
$455K +$125K +1,696 +38%
BMCM
683
Burns Matteson Capital Management
New York
$455K -$3.46K -47 -0.8%
G
684
GenTrust
Florida
$453K -$140K -1,900 -24%
B
685
Bridgeworth
Alabama
$451K -$18.8K -256 -4%
GSEP
686
Golden State Equity Partners
California
$451K +$182K +2,477 +68%
EIA
687
Eldridge Investment Advisors
New Hampshire
$450K – – –
HCIA
688
Hochman Cole Investment Advisors
Illinois
$448K -$130K -1,769 -23%
LFF
689
Level Four Financial
Texas
$445K -$23.9K -324 -5%
LCP
690
Legacy Capital Partners
Wisconsin
$444K -$352K -4,779 -44%
CPIA
691
Cornell Pochily Investment Advisors
New York
$444K -$2.5K -34 -0.6%
MG
692
Mather Group
Illinois
$439K – – –
DY
693
Dowling & Yahnke
California
$438K -$41.6K -565 -9%
CA
694
Continuum Advisory
Idaho
$436K +$60.3K +819 +16%
MA
695
MUFG Americas
New York
$435K +$217K +2,455 +99%
PL
696
Parthenon LLC
Kentucky
$432K – – –
SW
697
SlateStone Wealth
Florida
$429K +$221 +3 +0.1%
KWM
698
Keebeck Wealth Management
Illinois
$427K -$557K -7,949 -57%
PWW
699
Pettyjohn Wood & White
Virginia
$427K – – –
DC
700
Davenport & Co
Virginia
$424K +$424K +5,764 New
26 27
28
29 30