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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 %
Bank of Nova Scotia
751
Bank of Nova Scotia
Ontario, Canada
$336K -$1.57M -21,321 -82%
FF
752
Fluent Financial
Texas
$334K +$334K +4,533 New
SAM
753
Stringer Asset Management
Tennessee
$332K +$332K +4,504 New
RFC
754
Regions Financial Corp
Alabama
$331K -$196K -2,654 -37%
Koshinski Asset Management
755
Koshinski Asset Management
Illinois
$330K -$267K -3,626 -45%
WAG
756
Winthrop Advisory Group
Massachusetts
$330K -$53.2K -722 -14%
KIA
757
KCM Investment Advisors
California
$329K +$1.77K +24 +0.5%
FNBT
758
FineMark National Bank & Trust
Florida
$325K – – –
HCM
759
Howard Capital Management
Georgia
$324K -$43.3K -610 -12%
VCM
760
Vigilant Capital Management
Maine
$324K +$10.8K +146 +3%
AIC
761
Archer Investment Corporation
Indiana
$323K -$5.08K -69 -2%
SW
762
SVB Wealth
Massachusetts
$323K +$2.06K +28 +0.6%
MWM
763
Mission Wealth Management
California
$323K +$323K +4,387 New
ACA
764
Anchor Capital Advisors
Massachusetts
$320K -$232K -3,150 -42%
EP
765
Eudaimonia Partners
Tennessee
$319K -$154K -2,093 -33%
MSR
766
Main Street Research
Connecticut
$317K +$317K +4,300 New
DWMG
767
DB Wealth Management Group
California
$316K -$3.16K -43 -1%
OMC
768
Old Mission Capital
Illinois
$314K +$314K +4,263 New
FRA
769
Front Row Advisors
California
$313K -$1.16K -15 -0.4%
SWMP
770
Signature Wealth Management Partners
New Jersey
$311K -$61.2K -832 -16%
MIC
771
Means Investment Company
Maine
$310K -$17.4K -236 -5%
WMG
772
WESCAP Management Group
California
$310K +$39.4K +536 +15%
SP
773
Successful Portfolios
Florida
$308K -$115K -1,560 -27%
EA
774
Efficient Advisors
Ohio
$307K -$206K -2,805 -40%
CPSC
775
Carl P. Sherr & Co
Massachusetts
$307K -$22.1K -300 -7%
29 30
31
32 33