USMV icon

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 %
LWAC
826
Laurel Wealth Advisors (California)
California
$222K -$147K -1,993 -40%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$221K -$64.3K -875 -23%
APW
828
Acima Private Wealth
Virginia
$221K – – –
WA
829
Wambolt & Associates
Colorado
$221K +$10.1K +137 +5%
AF
830
Apexium Financial
Texas
$219K -$5.82K -79 -3%
AFM
831
Andesa Financial Management
Pennsylvania
$218K +$14.7K +200 +7%
Simplex Trading
832
Simplex Trading
Illinois
$217K – – –
Deutsche Bank
833
Deutsche Bank
Germany
$216K -$154K -2,090 -42%
SHWM
834
Silicon Hills Wealth Management
Texas
$216K – – –
V
835
Veritable
Delaware
$216K – – –
HC
836
Hamilton Capital
Ohio
$216K +$216K +2,935 New
GT
837
Glenview Trust
Kentucky
$215K – – –
FI
838
Financial Insights
Washington
$213K – – –
TCOV
839
Trust Company of Vermont
Vermont
$211K +$68.5K +930 +48%
MAG
840
MRA Advisory Group
New Jersey
$210K -$49.7K -675 -19%
AAM
841
Aureus Asset Management
Massachusetts
$210K – – –
RMAM
842
Raab & Moskowitz Asset Management
New Jersey
$210K +$1.1K +15 +0.5%
MCM
843
Maryland Capital Management
Maryland
$210K +$6.97K +95 +3%
MA
844
MBA Advisors
Pennsylvania
$209K -$808 -11 -0.4%
WWM
845
Wolff Wiese Magana
California
$208K -$11.7K -159 -5%
AWS
846
Arkfeld Wealth Strategies
Nebraska
$208K +$745 +10 +0.4%
PWS
847
Paragon Wealth Strategies
Florida
$207K -$5.52K -75 -3%
PCP
848
Proficio Capital Partners
Massachusetts
$206K – – –
BZWA
849
Blue Zone Wealth Advisors
California
$206K +$514 +7 +0.3%
Neuberger Berman Group
850
Neuberger Berman Group
New York
$206K +$206K +2,804 New
32 33
34
35 36