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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 %
PAS
676
Park Avenue Securities
New York
$459K -$1.65M -22,481 -78%
SYBT
677
Stock Yards Bank & Trust
Kentucky
$459K – – –
RCM
678
Radnor Capital Management
Pennsylvania
$457K – – –
CPIA
679
Cornell Pochily Investment Advisors
New York
$457K +$13K +177 +3%
SW
680
StrongBox Wealth
Missouri
$456K -$290K -3,950 -39%
ABC
681
Associated Banc-Corp
Wisconsin
$454K – – –
MG
682
Mather Group
Illinois
$452K +$13.4K +183 +3%
EIA
683
Eldridge Investment Advisors
New Hampshire
$449K – – –
PA
684
Pinnacle Associates
New York
$445K -$77.2K -1,050 -15%
CCG
685
Cypress Capital Group
Florida
$443K -$17.6K -240 -4%
CA
686
Continuum Advisory
Idaho
$437K +$1.18K +16 +0.3%
GIA
687
Goodwin Investment Advisory
Georgia
$436K -$21.2K -289 -5%
ACP
688
Aveo Capital Partners
Colorado
$434K +$50.3K +684 +13%
PL
689
Parthenon LLC
Kentucky
$432K – – –
HH
690
Hilltop Holdings
Texas
$431K +$76.1K +1,035 +21%
SW
691
SlateStone Wealth
Florida
$429K +$294 +4 +0.1%
KWM
692
Keebeck Wealth Management
Illinois
$427K -$21K -285 -5%
PWW
693
Pettyjohn Wood & White
Virginia
$427K – – –
MSFS
694
Main Street Financial Solutions
Pennsylvania
$426K +$15.9K +217 +4%
RWP
695
Ridgecrest Wealth Partners
California
$425K +$1.47K +20 +0.3%
PWMG
696
Prestige Wealth Management Group
New Jersey
$423K +$3.67K +50 +0.9%
SEIA
697
Signature Estate & Investment Advisors
California
$421K -$74.4K -1,012 -15%
FNT
698
First National Trust
Pennsylvania
$420K -$206K -2,804 -33%
WWM
699
Wagner Wealth Management
South Carolina
$419K – – –
BMCM
700
Burns Matteson Capital Management
New York
$417K -$37.7K -513 -8%
26 27
28
29 30