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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 %
FWM
801
Focused Wealth Management
New York
$249K +$734 +10 +0.3%
NAM
802
NorthCoast Asset Management
Connecticut
$248K +$13.6K +185 +6%
CFS
803
CRA Financial Services
New Jersey
$247K – – –
BMD
804
Better Money Decisions
New Mexico
$245K -$147 -2 -0.1%
TC
805
TownSquare Capital
Utah
$242K +$36.8K +500 +18%
CWM
806
Connecticut Wealth Management
Connecticut
$241K +$7.07K +96 +3%
MAS
807
Managed Account Services
Florida
$238K – – –
SAM
808
Stringer Asset Management
Tennessee
$237K -$94K -1,279 -28%
EWM
809
Evercore Wealth Management
New York
$236K – – –
MCM
810
Mattern Capital Management
Colorado
$235K -$26.6K -362 -10%
FVWA
811
Foster Victor Wealth Advisors
South Carolina
$235K – – –
JWBC
812
J.W. Burns & Co
New York
$235K – – –
LBD
813
Landsberg Bennett & Dubbaneh
Florida
$235K +$235K +3,179 New
PP
814
Patron Partners
Texas
$234K +$6.6K +90 +3%
RP
815
Rowlandmiller & Partners
Georgia
$232K – – –
MHR
816
Matthew Hamilton Rosenberg
$232K +$188K +2,556 +428%
FC
817
FCA Corp
Texas
$231K +$294 +4 +0.1%
MGIA
818
Moneta Group Investment Advisors
Missouri
$231K +$6.32K +86 +3%
HR
819
Hardy Reed
Mississippi
$230K – – –
GSEP
820
Golden State Equity Partners
California
$228K -$223K -3,028 -49%
LAS
821
Lloyd Advisory Services
Georgia
$225K -$20.5K -279 -8%
PWA
822
Peterson Wealth Advisors
Utah
$225K -$10.3K -141 -4%
BCM
823
BlueCrest Capital Management
Jersey
$224K -$1.08M -14,715 -83%
BG
824
Benedetti & Gucer
Georgia
$224K -$603K -8,196 -73%
HFS
825
Howard Financial Services
Texas
$224K +$8.68K +118 +4%
31 32
33
34 35