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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 %
VCA
776
Verdence Capital Advisors
Maryland
$297K – – –
MMM
777
Mendel Money Management
Illinois
$297K +$15.3K +208 +5%
ACS
778
Archford Capital Strategies
Illinois
$297K +$38.9K +528 +15%
VVP
779
Venture Visionary Partners
Ohio
$292K -$2.05K -28 -0.7%
CL
780
COWA LLC
Oklahoma
$288K – – –
SC
781
Scotia Capital
Ontario, Canada
$288K +$288K +3,915 New
PSF
782
Pacific Sun Financial
California
$285K +$285K +3,881 New
CCM
783
Crew Capital Management
Ohio
$282K – – –
MSCM
784
McElhenny Sheffield Capital Management
Texas
$279K +$279K +3,795 New
PCM
785
Prelude Capital Management
New York
$279K +$279K +3,800 New
BCA
786
Biltmore Capital Advisors
New Jersey
$275K -$11.7K -159 -4%
WWM
787
WJ Wealth Management
Arizona
$271K – – –
WT
788
Washington Trust
Rhode Island
$270K +$154K +2,094 +133%
3LCM
789
3D/L Capital Management
Connecticut
$267K -$515 -7 -0.2%
ESB
790
Essex Savings Bank
Connecticut
$266K -$19.8K -255 -7%
PCIA
791
Prime Capital Investment Advisors
Kansas
$265K -$222K -3,020 -46%
LNB
792
Ledyard National Bank
$265K -$11.5K -157 -4%
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$261K -$5K -68 -2%
SP
794
Successful Portfolios
Florida
$260K -$48.1K -654 -16%
LAM
795
LifePro Asset Management
California
$256K +$441 +6 +0.2%
BDFN
796
Bond & Devick Financial Network
Minnesota
$254K – – –
AWM
797
Aevitas Wealth Management
Massachusetts
$253K +$735 +10 +0.3%
OAJ
798
Ogorek Anthony Joseph
New York
$253K +$27.1K +369 +12%
FMI
799
F/M Investments
District of Columbia
$252K +$18.5K +252 +8%
PFP
800
Pinnacle Financial Partners
Tennessee
$250K +$250K +3,402 New
30 31
32
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