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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.

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
1
Kelly Financial Services
Massachusetts
$376M
2
RJA
2
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
3
Ameriprise
Minnesota
$474M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$436M
5
GA
5
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$467M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M
3
Bank of America
3
Bank of America
North Carolina
$1.74B
4
BlackRock
4
BlackRock
New York
$672M
5
SIRP
5
Shelter Insurance Retirement Plan
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$51M 692,651 -70,023 -9%
AAS
52
Avantax Advisory Services
Texas
$50.5M 685,885 +17,929 +3%
COF
53
Capital One Financial
Virginia
$49M 666,071 +97,245 +17%
PWP
54
Personal Wealth Partners
Minnesota
$48.9M 664,024 -48,371 -7%
QCM
55
Quest Capital Management
Texas
$48.8M 662,651 -15,301 -2%
M&T Bank
56
M&T Bank
New York
$48M 652,626 -190,744 -23%
SPIA
57
Steward Partners Investment Advisory
New York
$46.5M 632,012 -84,984 -12%
SRC
58
Shufro Rose & Co
New York
$44.2M 600,418 +20,818 +4%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.6M 591,637 +33,141 +6%
HF
60
Halpern Financial
Virginia
$42.5M 577,289 -47,489 -8%
AWA
61
ARS Wealth Advisors
Florida
$42.3M 574,357 -24,923 -4%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$41M 557,542 +42,004 +8%
UCFA
63
United Capital Financial Advisors
Texas
$40.7M 552,844 -44,988 -8%
GT
64
Glenmede Trust
Pennsylvania
$40.7M 552,481 -84,165 -13%
BSSFA
65
Baron Silver Stevens Financial Advisors
Florida
$40.6M 551,117 -84,964 -13%
CWM
66
Cornerstone Wealth Management
Missouri
$40.3M 546,943 +86,440 +19%
FFA
67
Fragasso Financial Advisors
Pennsylvania
$40.1M 544,794 -643 -0.1%
TC
68
Trilogy Capital
California
$39.5M 527,190 -15,831 -3%
GWM
69
Geneos Wealth Management
Colorado
$38.5M 517,002 -203,799 -28%
Citigroup
70
Citigroup
New York
$38.2M 519,220 -32,342 -6%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$37.8M 510,171 -23,313 -4%
1WM
72
1900 Wealth Management
Texas
$36.4M 352,879 -23,827 -6%
KAS
73
Kestra Advisory Services
Texas
$36.2M 491,542 -117,131 -19%
HighTower Advisors
74
HighTower Advisors
Illinois
$35.8M 486,621 -14,150 -3%
CAN
75
Cetera Advisor Networks
California
$34.7M 471,284 -217,268 -32%
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