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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
51
Gateway Advisory
New Jersey
$53.4M -$50.7M -626,936 -49%
SPIA
52
Steward Partners Investment Advisory
New York
$53.4M -$905K -11,186 -2%
AAS
53
Avantax Advisory Services
Texas
$52.7M -$4.92M -60,787 -9%
5L
54
55I LLC
Massachusetts
$51.4M +$35M +432,017 +212%
QCM
55
Quest Capital Management
Texas
$51.3M -$969K -11,975 -2%
M&T Bank
56
M&T Bank
New York
$50.7M +$4.2M +51,916 +9%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$49.2M +$1.53M +18,912 +3%
HF
58
Halpern Financial
Virginia
$48.9M +$854K +10,562 +2%
COF
59
Capital One Financial
Virginia
$48.4M -$39.2M -484,433 -45%
KeyBank National Association
60
KeyBank National Association
Ohio
$46.5M -$3.61M -44,619 -7%
KAS
61
Kestra Advisory Services
Texas
$45.5M +$7.19M +88,863 +19%
PWP
62
Personal Wealth Partners
Minnesota
$45.4M -$4.71M -58,244 -9%
FFA
63
Fragasso Financial Advisors
Pennsylvania
$44.3M +$73.5K +909 +0.2%
SAS
64
Sanford Advisory Services
Michigan
$43.9M -$6.02M -74,413 -12%
Truist Financial
65
Truist Financial
North Carolina
$43M -$4.9M -60,558 -10%
HighTower Advisors
66
HighTower Advisors
Illinois
$42.1M +$5.52M +68,316 +15%
AWAG
67
ARS Wealth Advisors Group
Florida
$41.9M -$2.33M -28,826 -5%
GWM
68
Geneos Wealth Management
Colorado
$41.9M -$574K -7,099 -1%
DLIC
69
Daido Life Insurance Company
Japan
$41.5M +$9.15M +113,127 +28%
TC
70
Trilogy Capital
California
$41M -$197K -2,435 -0.5%
Stifel Financial
71
Stifel Financial
Missouri
$39.8M +$7.71M +95,267 +24%
KA
72
Klingman & Associates
New York
$39.7M +$708K +8,747 +2%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$38.8M +$38.8M +479,920 New
WAOI
74
Wealth Advisors of Iowa
Iowa
$38.5M -$1.39M -17,173 -3%
GT
75
Glenmede Trust
Pennsylvania
$38.5M -$2.63M -32,487 -6%
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