USMV icon

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 %
HH
776
Hilltop Holdings
Texas
$334K +$43K +621 +15%
MGIA
777
Moneta Group Investment Advisors
Missouri
$332K +$44.6K +644 +16%
PB
778
Pinnacle Bancorp
Nebraska
$328K – – –
AC
779
Abbrea Capital
California
$327K -$34.3K -495 -9%
RIM
780
Regent Investment Management
Kentucky
$321K – – –
LFA
781
Lighthouse Financial Advisors
Maryland
$320K -$17.1K -248 -5%
SSWM
782
Sheets Smith Wealth Management
North Carolina
$313K -$44.6K -645 -12%
3LCM
783
3D/L Capital Management
Connecticut
$313K +$313K +4,529 New
CPSC
784
Carl P. Sherr & Co
Massachusetts
$309K -$460K -6,652 -60%
AIC
785
Archer Investment Corporation
Indiana
$309K – – –
KIA
786
KCM Investment Advisors
California
$308K -$27.7K -400 -8%
MIC
787
Means Investment Company
Maine
$307K +$16.6K +240 +6%
FNBT
788
FineMark National Bank & Trust
Florida
$305K +$305K +4,409 New
JIP
789
Jaffetilchin Investment Partners
Florida
$303K +$1.32K +19 +0.4%
SW
790
SVB Wealth
Massachusetts
$302K +$4.64K +67 +2%
BJL
791
Brighton Jones LLC
Washington
$302K +$302K +4,358 New
ODG
792
O'Dell Group
Ohio
$301K – – –
DWMG
793
DB Wealth Management Group
California
$300K -$70.1K -1,014 -19%
PP
794
Patron Partners
Texas
$300K -$12.1K -175 -4%
LA
795
Latitude Advisors
Florida
$295K -$4.16K -60 -1%
WTC
796
WhitTier Trust Company
Nevada
$294K -$65.8K -951 -18%
VCM
797
Vigilant Capital Management
Maine
$294K +$294K +4,249 New
WA
798
Wealth Alliance
New York
$290K -$20.3K -293 -7%
WWM
799
WJ Wealth Management
Arizona
$289K -$678K -9,790 -70%
OPA
800
Old Port Advisors
Maine
$287K +$287K +4,153 New
30 31
32
33 34