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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 %
MAS
826
Managed Account Services
Florida
$243K -$5.05K -73 -2%
FP
827
Financial Perspectives
Minnesota
$243K +$237K +16,375 +3,655%
ESB
828
Essex Savings Bank
Connecticut
$242K – – –
ABC
829
Associated Banc-Corp
Wisconsin
$242K +$8.1K +150 +3%
BDFN
830
Bond & Devick Financial Network
Minnesota
$240K – – –
LAM
831
LifePro Asset Management
California
$239K +$2.07K +30 +0.9%
AWM
832
Aevitas Wealth Management
Massachusetts
$237K -$13.5K -195 -5%
SWM
833
SigFig Wealth Management
California
$236K -$383K -5,543 -62%
RG
834
Retirement Group
California
$236K -$192K -2,778 -45%
HCA
835
Harbour Capital Advisors
Virginia
$235K +$235K +3,400 New
FWM
836
Focused Wealth Management
New York
$234K -$45.9K -662 -16%
CFS
837
CRA Financial Services
New Jersey
$233K -$69 -1 -0%
CMO
838
Covenant Multifamily Offices
Texas
$232K +$232K +3,352 New
BMD
839
Better Money Decisions
New Mexico
$230K +$230K +3,325 New
BWM
840
Birchcreek Wealth Management
Ohio
$229K -$292K -4,214 -56%
KM
841
Kalos Management
Georgia
$228K +$228K +3,154 New
FVWA
842
Foster Victor Wealth Advisors
South Carolina
$227K – – –
EWM
843
Evercore Wealth Management
New York
$223K -$56K -806 -20%
PWA
844
Peterson Wealth Advisors
Utah
$222K – – –
JWBC
845
J.W. Burns & Co
New York
$221K – – –
FMI
846
F/M Investments
District of Columbia
$220K +$69 +1 +0%
DIA
847
Dana Investment Advisors
Wisconsin
$219K -$69.3K -1,000 -24%
FA
848
Fermata Advisors
California
$219K +$219K +3,158 New
HR
849
Hardy Reed
Mississippi
$217K -$2.54M -36,684 -92%
FC
850
FCA Corp
Texas
$217K +$277 +4 +0.1%
32 33
34
35 36