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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 %
SW
751
SVB Wealth
Massachusetts
$325K +$2.65K +36 +0.8%
SCM
752
Southport Capital Management
Tennessee
$324K -$1.31M -17,834 -80%
FNBT
753
FineMark National Bank & Trust
Florida
$324K – – –
BSW
754
Buckingham Strategic Wealth
Missouri
$324K +$35.9K +488 +12%
LA
755
LexAurum Advisors
Kansas
$323K -$55.7K -759 -15%
RFC
756
Regions Financial Corp
Alabama
$320K -$9.92K -135 -3%
ACA
757
Anchor Capital Advisors
Massachusetts
$320K – – –
EP
758
Eudaimonia Partners
Tennessee
$319K – – –
AC
759
Abbrea Capital
California
$318K -$29.4K -400 -8%
AP
760
Appleton Partners
Massachusetts
$318K -$23.7K -323 -7%
WAG
761
Winthrop Advisory Group
Massachusetts
$318K -$11.2K -153 -3%
G
762
GenTrust
Florida
$317K -$136K -1,845 -30%
FFA
763
Founders Financial Alliance
North Carolina
$317K +$14.3K +195 +5%
MSR
764
Main Street Research
Connecticut
$316K – – –
CTFG
765
Capstone Triton Financial Group
Oklahoma
$316K – – –
DWMG
766
DB Wealth Management Group
California
$316K +$221 +3 +0.1%
AIC
767
Archer Investment Corporation
Indiana
$315K -$8.16K -111 -3%
PGFC
768
Peapack-Gladstone Financial Corp
New Jersey
$314K -$99.3K -1,352 -24%
SWMP
769
Signature Wealth Management Partners
New Jersey
$312K +$957 +13 +0.3%
HCA
770
Harbour Capital Advisors
Virginia
$312K +$62.4K +850 +25%
WMG
771
WESCAP Management Group
California
$310K – – –
MIC
772
Means Investment Company
Maine
$309K +$220 +3 +0.1%
CPSC
773
Carl P. Sherr & Co
Massachusetts
$306K – – –
Koshinski Asset Management
774
Koshinski Asset Management
Illinois
$300K -$30K -408 -9%
FRA
775
Front Row Advisors
California
$298K – – –
29 30
31
32 33