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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.

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
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
51
Quest Capital Management
Texas
$47.5M 645,831 -16,820 -3%
KeyBank National Association
52
KeyBank National Association
Ohio
$45.5M 619,234 -78,559 -11%
PWP
53
Personal Wealth Partners
Minnesota
$45.5M 618,856 -45,168 -7%
SAS
54
Sanford Advisory Services
Michigan
$45.3M 616,741 -158,688 -20%
Franklin Resources
55
Franklin Resources
California
$44.8M 608,907 +287,540 +89%
HF
56
Halpern Financial
Virginia
$43.7M 594,029 +16,740 +3%
Truist Financial
57
Truist Financial
North Carolina
$43.5M 592,451 -100,200 -14%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$43.3M 589,740 +32,198 +6%
M&T Bank
59
M&T Bank
New York
$42.2M 574,808 -77,818 -12%
AWAG
60
ARS Wealth Advisors Group
Florida
$40.2M 547,292 +547,292 New
FFA
61
Fragasso Financial Advisors
Pennsylvania
$40.2M 546,477 +1,683 +0.3%
GWM
62
Geneos Wealth Management
Colorado
$38.8M 524,460 +7,458 +1%
TC
63
Trilogy Capital
California
$37.5M 509,670 -17,520 -3%
UCFA
64
United Capital Financial Advisors
Texas
$37.5M 509,544 -43,300 -8%
GT
65
Glenmede Trust
Pennsylvania
$37.3M 507,947 -44,534 -8%
WAOI
66
Wealth Advisors of Iowa
Iowa
$36.3M 493,672 +295,467 +149%
KA
67
Klingman & Associates
New York
$35.5M 482,382 +14,635 +3%
KAS
68
Kestra Advisory Services
Texas
$34.8M 473,065 -18,477 -4%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$34.6M 471,895 -38,276 -8%
HighTower Advisors
70
HighTower Advisors
Illinois
$33.2M 452,165 -34,456 -7%
CAN
71
Cetera Advisor Networks
California
$32M 435,938 -35,346 -7%
CAG
72
Crestwood Advisors Group
Massachusetts
$31.9M 433,364 +416 +0.1%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$31.7M 431,307 +985 +0.2%
NA
74
Nottingham Advisors
New York
$31.4M 423,617 +51,586 +14%
IWS
75
Insight Wealth Strategies
California
$30.7M 417,425 -3,520 -0.8%
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3
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