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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 %
PFA
726
Professional Financial Advisors
Nebraska
$391K +$6.78K +92 +2%
CIC
727
Carnegie Investment Counsel
Ohio
$385K -$55K -747 -13%
ACP
728
Aveo Capital Partners
Colorado
$384K -$171K -2,332 -31%
LA
729
LexAurum Advisors
Kansas
$380K -$84.9K -1,153 -18%
IA
730
Insight Advisors
Pennsylvania
$380K -$14.1K -185 -4%
RPWA
731
Regent Peak Wealth Advisors
Georgia
$379K -$76 -1 -0%
JBA
732
Johnson Bixby & Associates
Washington
$378K -$111K -1,450 -23%
IBOK
733
Independence Bank of Kentucky
Kentucky
$377K – – –
GSIS
734
Global Strategic Investment Solutions
Arizona
$377K +$2.58K +35 +0.7%
GCM
735
Gibraltar Capital Management
Oklahoma
$372K -$159K -2,133 -30%
Deutsche Bank
736
Deutsche Bank
Germany
$370K +$205K +2,780 +124%
LWAC
737
Laurel Wealth Advisors (California)
California
$369K -$173K -2,346 -32%
SCM
738
Shelton Capital Management
Colorado
$368K – – –
GBT
739
Grove Bank & Trust
Florida
$368K – – –
SB
740
Sunflower Bank
Texas
$366K – – –
BSAM
741
Blue Square Asset Management
New York
$365K -$4.07M -55,394 -92%
VFA
742
Valeo Financial Advisors
Indiana
$362K +$63.8K +867 +21%
Bessemer Group
743
Bessemer Group
New Jersey
$359K – – –
HH
744
Hilltop Holdings
Texas
$355K – – –
PB
745
Pinnacle Bancorp
Nebraska
$349K – – –
AC
746
Abbrea Capital
California
$348K – – –
SFO
747
Stokes Family Office
Louisiana
$343K -$4.05M -54,956 -92%
AP
748
Appleton Partners
Massachusetts
$342K -$27.1K -369 -7%
RIM
749
Regent Investment Management
Kentucky
$341K -$736 -10 -0.2%
RFN
750
RDA Financial Network
Iowa
$340K -$197K -2,674 -37%
28 29
30
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