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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 %
MGIA
826
Moneta Group Investment Advisors
Missouri
$225K -$128K -1,741 -36%
AF
827
Apexium Financial
Texas
$225K +$3.02K +41 +1%
AA
828
Argent Advisors
Louisiana
$225K +$225K +3,057 New
APW
829
Acima Private Wealth
Virginia
$222K – – –
WWM
830
Wolff Wiese Magana
California
$220K – – –
DSC
831
Duncker Streett & Co
Missouri
$218K -$139K -1,880 -39%
V
832
Veritable
Delaware
$217K – – –
SHWM
833
Silicon Hills Wealth Management
Texas
$216K – – –
HFS
834
Howard Financial Services
Texas
$216K +$1.48K +20 +0.7%
Simplex Trading
835
Simplex Trading
Illinois
$216K +$216K +2,935 New
GT
836
Glenview Trust
Kentucky
$215K – – –
PCA
837
Personal Capital Advisors
California
$214K +$214K +2,909 New
AAS
838
Annex Advisory Services
Wisconsin
$213K +$213K +2,886 New
PWS
839
Paragon Wealth Strategies
Florida
$212K +$212K +2,887 New
WA
840
Wambolt & Associates
Colorado
$211K +$211K +2,854 New
AAM
841
Aureus Asset Management
Massachusetts
$210K +$210K +2,852 New
RMAM
842
Raab & Moskowitz Asset Management
New Jersey
$209K -$10.3K -140 -5%
AWS
843
Arkfeld Wealth Strategies
Nebraska
$209K +$209K +2,783 New
Fisher Asset Management
844
Fisher Asset Management
Washington
$208K -$9.51K -129 -4%
TC
845
TownSquare Capital
Utah
$208K +$208K +2,790 New
RG
846
Retirement Group
California
$206K -$45.9K -623 -18%
BZWA
847
Blue Zone Wealth Advisors
California
$206K +$206K +2,798 New
PCP
848
Proficio Capital Partners
Massachusetts
$206K +$206K +2,800 New
AFM
849
Andesa Financial Management
Pennsylvania
$205K +$205K +2,769 New
MCM
850
Maryland Capital Management
Maryland
$204K +$204K +2,766 New
32 33
34
35 36