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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.

Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.28%
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
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$52.8M 762,674 -694,940 -48%
NA
52
Nottingham Advisors
New York
$52.7M 757,923 -34,369 -4%
GWM
53
Geneos Wealth Management
Colorado
$51.9M 720,801 -61,844 -8%
SPIA
54
Steward Partners Investment Advisory
New York
$49.6M 716,996 -93,786 -12%
GHA
55
GW Henssler & Associates
Georgia
$49.6M 716,451 -582,864 -45%
PWP
56
Personal Wealth Partners
Minnesota
$49.3M 712,395 -113,413 -14%
GA
57
Gateway Advisory
New Jersey
$48.3M 698,093 -25,425 -4%
CAN
58
Cetera Advisor Networks
California
$47.6M 688,552 -107,012 -13%
QCM
59
Quest Capital Management
Texas
$46.9M 677,952 -19,476 -3%
AAS
60
Avantax Advisory Services
Texas
$46.2M 667,956 -168,847 -20%
GT
61
Glenmede Trust
Pennsylvania
$44M 636,646 -149,430 -19%
BSSFA
62
Baron Silver Stevens Financial Advisors
Florida
$44M 636,081 -11,885 -2%
HF
63
Halpern Financial
Virginia
$43.2M 624,778 +30,237 +5%
KAS
64
Kestra Advisory Services
Texas
$42.1M 608,673 -225,452 -27%
AWA
65
ARS Wealth Advisors
Florida
$41.5M 599,280 -240,015 -29%
UCFA
66
United Capital Financial Advisors
Texas
$41.4M 597,832 -86,507 -13%
IWC
67
Integrated Wealth Concepts
Massachusetts
$40.3M 582,741 -28,325 -5%
SRC
68
Shufro Rose & Co
New York
$40.1M 579,600 +15,320 +3%
COF
69
Capital One Financial
Virginia
$39.4M 568,826 +31,918 +6%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.6M 558,496 +76,456 +16%
Citigroup
71
Citigroup
New York
$38.2M 551,562 -79,711 -13%
FFA
72
Fragasso Financial Advisors
Pennsylvania
$37.7M 545,437 -57,608 -10%
TC
73
Trilogy Capital
California
$37.6M 543,021 -8,467 -2%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$36.9M 533,484 +61,057 +13%
BFG
75
Bouchey Financial Group
New York
$36.5M 527,645 +4,231 +0.8%
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