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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 %
JWCA
701
J.W. Coons Advisors
Ohio
$505K +$971 +14 +0.2%
GCM
702
Gibraltar Capital Management
Oklahoma
$497K -$4.07M -58,393 -89%
SWM
703
SeaCrest Wealth Management
New York
$496K -$51K -737 -9%
RFC
704
Regions Financial Corp
Alabama
$495K +$81.5K +1,177 +20%
TWP
705
Tower Wealth Partners
Pennsylvania
$493K -$10.9M -157,471 -96%
RWP
706
RWA Wealth Partners
Massachusetts
$493K +$493K +7,123 New
EA
707
Efficient Advisors
Ohio
$483K -$843K -12,172 -64%
CWA
708
Capital Wealth Alliance
Arizona
$478K -$3.18K -46 -0.7%
FCFC
709
First Citizens Financial Corp
Iowa
$478K +$143K +2,071 +43%
LF
710
LifeSteps Financial
California
$471K – – –
DY
711
Dowling & Yahnke
California
$451K – – –
DWT
712
Dorsey & Whitney Trust
South Dakota
$450K – – –
CA
713
CGN Advisors
Kansas
$446K +$15.4K +223 +4%
EP
714
Eudaimonia Partners
Tennessee
$445K -$435K -6,285 -49%
BW
715
Bison Wealth
Georgia
$444K -$38.8K -560 -8%
B
716
Bridgeworth
Alabama
$442K -$164K -2,367 -27%
LFF
717
Level Four Financial
Texas
$441K -$1.72M -24,795 -80%
JBA
718
Johnson Bixby & Associates
Washington
$441K -$573K -8,288 -57%
OFG
719
Oxford Financial Group
Indiana
$439K +$899 +13 +0.2%
LA
720
LexAurum Advisors
Kansas
$437K -$171K -2,469 -28%
PWMAG
721
Pinnacle Wealth Management Advisory Group
New Jersey
$432K -$3.36M -48,576 -89%
PMG
722
ProVise Management Group
Florida
$432K +$122K +1,768 +40%
BMCM
723
Burns Matteson Capital Management
New York
$431K – – –
RCM
724
Radnor Capital Management
Pennsylvania
$430K – – –
VWM
725
Venturi Wealth Management
Texas
$426K -$440K -6,358 -51%
27 28
29
30 31