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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTI
751
Community Trust & Investment
Kentucky
$375K -$376K -5,433 -50%
BCMO
752
Buckingham Capital Management (Ohio)
Ohio
$375K +$27.7K +400 +8%
WWM
753
Wagner Wealth Management
South Carolina
$374K – – –
HCM
754
Howard Capital Management
Georgia
$373K -$229K -3,176 -38%
IA
755
Insight Advisors
Pennsylvania
$373K -$19.1K -266 -5%
ACS
756
Archford Capital Strategies
Illinois
$373K +$88.9K +1,237 +31%
CL
757
Choreo LLC
Illinois
$373K +$373K +5,389 New
FFA
758
Founders Financial Alliance
North Carolina
$370K -$19.5K -272 -5%
CA
759
Continuum Advisory
Idaho
$367K -$47.4K -659 -11%
MSWMA
760
Market Street Wealth Management Advisors
Indiana
$364K +$364K +5,266 New
PFA
761
Professional Financial Advisors
Nebraska
$361K +$13.7K +198 +4%
WAG
762
Winthrop Advisory Group
Massachusetts
$360K -$479K -6,927 -57%
BTWM
763
Baker Tilly Wealth Management
Wisconsin
$356K +$42.5K +615 +14%
IBOK
764
Independence Bank of Kentucky
Kentucky
$354K -$81.3K -1,175 -19%
SFA
765
Sequoia Financial Advisors
Ohio
$354K +$354K +5,121 New
GSIS
766
Global Strategic Investment Solutions
Arizona
$352K – – –
SWMP
767
Signature Wealth Management Partners
New Jersey
$350K -$135K -1,951 -28%
AP
768
Appleton Partners
Massachusetts
$347K -$13.1K -189 -4%
SCM
769
Shelton Capital Management
Colorado
$346K – – –
GBT
770
Grove Bank & Trust
Florida
$346K – – –
BWM
771
BigSur Wealth Management
Florida
$346K +$346K +5,000 New
SB
772
Sunflower Bank
Texas
$344K – – –
RPWA
773
Regent Peak Wealth Advisors
Georgia
$343K +$69 +1 +0%
Bessemer Group
774
Bessemer Group
New Jersey
$338K -$51.9K -750 -13%
DSC
775
Duncker Streett & Co
Missouri
$335K – – –
29 30
31
32 33