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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 %
HR
801
Hayden Royal
North Carolina
$261K -$20.2K -274 -7%
MAG
802
MRA Advisory Group
New Jersey
$260K -$155K -2,100 -37%
ACS
803
Archford Capital Strategies
Illinois
$258K -$124K -1,685 -32%
LAM
804
LifePro Asset Management
California
$256K +$1.47K +20 +0.6%
BDFN
805
Bond & Devick Financial Network
Minnesota
$255K – – –
AWM
806
Aevitas Wealth Management
Massachusetts
$253K +$589 +8 +0.2%
HCA
807
Harbour Capital Advisors
Virginia
$250K – – –
CS
808
Credit Suisse
Switzerland
$250K +$250K +3,400 New
FWM
809
Focused Wealth Management
New York
$249K +$515 +7 +0.2%
CFS
810
CRA Financial Services
New Jersey
$248K +$74 +1 +0%
LAS
811
Lloyd Advisory Services
Georgia
$246K -$2.9M -39,397 -92%
BMD
812
Better Money Decisions
New Mexico
$245K +$735 +10 +0.3%
SSWM
813
Sheets Smith Wealth Management
North Carolina
$241K -$91.9K -1,249 -28%
MAS
814
Managed Account Services
Florida
$239K -$20.1K -272 -8%
EWM
815
Evercore Wealth Management
New York
$237K – – –
JWBC
816
J.W. Burns & Co
New York
$236K – – –
PWA
817
Peterson Wealth Advisors
Utah
$236K – – –
FVWA
818
Foster Victor Wealth Advisors
South Carolina
$235K – – –
FMI
819
F/M Investments
District of Columbia
$234K – – –
CWM
820
Connecticut Wealth Management
Connecticut
$234K +$234K +3,178 New
NAM
821
NorthCoast Asset Management
Connecticut
$234K +$234K +3,184 New
HR
822
Hardy Reed
Mississippi
$231K – – –
FC
823
FCA Corp
Texas
$231K +$294 +4 +0.1%
PP
824
Patron Partners
Texas
$228K -$91.6K -1,245 -29%
OAJ
825
Ogorek Anthony Joseph
New York
$226K -$1.32K -18 -0.6%
31 32
33
34 35