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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
$376M
2
RJA
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$474M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$436M
5
GA
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$533M
3
Bank of America
Bank of America
North Carolina
$1.74B
4
BlackRock
BlackRock
New York
$672M
5
SIRP
Shelter Insurance Retirement Plan
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
776
Founders Financial Alliance
North Carolina
$303K -$75.4K -1,026 -20%
I
777
INVST
Indiana
$302K -$739K -9,805 -71%
CTFG
778
Capstone Triton Financial Group
Oklahoma
$300K – – –
VCA
779
Verdence Capital Advisors
Maryland
$297K – – –
SF
780
Summit Financial
New Jersey
$296K – – –
VVP
781
Venture Visionary Partners
Ohio
$295K +$32.2K +437 +12%
CL
782
COWA LLC
Oklahoma
$290K – – –
BCA
783
Biltmore Capital Advisors
New Jersey
$288K -$1.29M -17,485 -82%
BSW
784
Buckingham Strategic Wealth
Missouri
$288K +$3.09K +42 +1%
PWMAG
785
Pinnacle Wealth Management Advisory Group
New Jersey
$286K -$174K -2,359 -38%
FA
786
Fermata Advisors
California
$285K +$52.8K +718 +23%
AP
787
Advisor Partners
California
$285K +$285K +3,873 New
RP
788
Rowlandmiller & Partners
Georgia
$282K – – –
MMM
789
Mendel Money Management
Illinois
$282K -$221 -3 -0.1%
CCM
790
Crew Capital Management
Ohio
$282K +$3.46K +47 +1%
LNB
791
Ledyard National Bank
$277K -$26.4K -359 -9%
WWM
792
WJ Wealth Management
Arizona
$271K -$36.9K -500 -12%
IC
793
Inscription Capital
Texas
$270K -$2M -27,132 -88%
PWP
794
Principle Wealth Partners
Connecticut
$270K – – –
SW
795
SteelPeak Wealth
California
$269K -$1.5M -20,338 -85%
3LCM
796
3D/L Capital Management
Connecticut
$268K -$65.6K -891 -20%
ESB
797
Essex Savings Bank
Connecticut
$268K – – –
FDCDDQ
798
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K -$5.52K -75 -2%
MCM
799
Mattern Capital Management
Colorado
$262K -$156K -2,124 -37%
WAM
800
Weatherly Asset Management
California
$262K -$5.51K -75 -2%
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32
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