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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.

New
Increased
Maintained
Reduced
Closed
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
Raymond James & Associates
Florida
+$60.6M
2
SG Americas Securities
SG Americas Securities
New York
+$57.1M
3
CA
Cetera Advisors
Colorado
+$47.8M
4
HI
Horizon Investments
North Carolina
+$43.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$40.1M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$2.01B
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$361M
3
Bank of America
Bank of America
North Carolina
-$51.9M
4
Ameriprise
Ameriprise
Minnesota
-$49.8M
5
GHA
GW Henssler & Associates
Georgia
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFM
726
Mirsky Financial Management
New York
$376K -$44.9K -611 -11%
IBOK
727
Independence Bank of Kentucky
Kentucky
$376K – – –
WP
728
WealthShield Partners
North Carolina
$373K -$3.56M -48,526 -91%
CIC
729
Carnegie Investment Counsel
Ohio
$370K -$15K -204 -4%
GWM
730
GSB Wealth Management
Connecticut
$368K -$206K -2,802 -36%
GCM
731
Gibraltar Capital Management
Oklahoma
$368K – – –
SCM
732
Shelton Capital Management
Colorado
$368K – – –
GBT
733
Grove Bank & Trust
Florida
$368K – – –
RPWA
734
Regent Peak Wealth Advisors
Georgia
$365K – – –
SB
735
Sunflower Bank
Texas
$365K – – –
SF
736
Summit Financial
New Jersey
$365K +$69.8K +950 +24%
JBA
737
Johnson Bixby & Associates
Washington
$362K – – –
HCM
738
Hengehold Capital Management
Ohio
$361K -$177K -2,404 -33%
B
739
Bridgeworth
Alabama
$353K -$97.4K -1,326 -22%
CA
740
Corrado Advisors
New Jersey
$349K -$271K -3,689 -44%
PB
741
Pinnacle Bancorp
Nebraska
$348K – – –
SFO
742
Stokes Family Office
Louisiana
$343K +$294 +4 +0.1%
RA
743
RFG Advisory
Alabama
$342K -$734K -9,976 -68%
RFN
744
RDA Financial Network
Iowa
$341K +$1.4K +19 +0.4%
RIM
745
Regent Investment Management
Kentucky
$339K -$1.1K -15 -0.3%
Bank of Nova Scotia
746
Bank of Nova Scotia
Ontario, Canada
$336K +$441 +6 +0.1%
SLWA
747
San Luis Wealth Advisors
California
$335K +$335K +4,564 New
FF
748
Fluent Financial
Texas
$333K – – –
IA
749
Insight Advisors
Pennsylvania
$331K -$59.7K -764 -15%
KIA
750
KCM Investment Advisors
California
$329K – – –
28 29
30
31 32