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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 %
RWP
701
Ridgecrest Wealth Partners
California
$424K +$424K +5,766 New
PS
702
Portfolio Strategies
New York
$422K – – –
MFM
703
Mirsky Financial Management
New York
$421K -$4.4M -59,773 -91%
PWMG
704
Prestige Wealth Management Group
New Jersey
$420K – – –
QT
705
Quantbot Technologies
New York
$420K +$376K +5,115 +853%
SFA
706
Sequoia Financial Advisors
Ohio
$419K +$42.4K +576 +11%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$414K -$14.7K -200 -3%
AWP
708
Ascent Wealth Partners
New York
$414K -$7.29K -99 -2%
IC
709
Inverness Counsel
New York
$414K – – –
SWA
710
SFMG Wealth Advisors
Texas
$412K – – –
MSFS
711
Main Street Financial Solutions
Pennsylvania
$411K +$411K +5,582 New
LF
712
Lantz Financial
Illinois
$407K -$8.76K -119 -2%
SA
713
Stewardship Advisors
Pennsylvania
$407K – – –
WSFS
714
Wilmington Savings Fund Society
Delaware
$406K -$2.28K -31 -0.6%
BHB
715
Bank Hapoalim BM
Israel
$405K -$10.6K -144 -3%
BCMO
716
Buckingham Capital Management (Ohio)
Ohio
$405K +$5.74K +78 +1%
MWM
717
MorganRosel Wealth Management
Colorado
$404K -$10.2K -139 -2%
AWMS
718
Advocacy Wealth Management Services
Georgia
$403K -$791K -10,756 -66%
LA
719
Latitude Advisors
Florida
$403K +$89.6K +1,218 +29%
AB
720
Atlas Brown
Kentucky
$402K -$31.8K -432 -7%
CTI
721
Community Trust & Investment
Kentucky
$399K – – –
CC
722
Copperleaf Capital
North Carolina
$398K -$4.42K -60 -1%
WWM
723
Wagner Wealth Management
South Carolina
$397K – – –
SHJ
724
Sharkey, Howes & Javer
Colorado
$394K -$1.68M -22,776 -81%
BW
725
Bison Wealth
Georgia
$394K -$77.3K -1,052 -16%
27 28
29
30 31