USMV icon

iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
826
Pinnacle Associates
New York
$412K -$77.2K -955 -16%
MFM
827
Mirsky Financial Management
New York
$409K -$4.61K -57 -1%
SCM
828
Shelton Capital Management
Colorado
$405K
GBT
829
Grove Bank & Trust
Florida
$405K
MA
830
MUFG Americas
New York
$404K +$204K +2,520 +102%
SFA
831
Sequoia Financial Advisors
Ohio
$404K +$404K +4,991 New
APIM
832
Agate Pass Investment Management
Washington
$404K +$404K +4,994 New
SB
833
Sunflower Bank
Texas
$402K
SAM
834
Strategic Asset Management
Minnesota
$402K +$261K +3,225 +184%
SF
835
Summit Financial
New Jersey
$402K
FFWM
836
Future Financial Wealth Management
Ohio
$397K -$117K -1,453 -23%
LWP
837
Lumature Wealth Partners
Georgia
$397K -$54.4K -673 -12%
AA
838
Aire Advisors
California
$395K +$395K +4,885 New
RPWA
839
Regent Peak Wealth Advisors
Georgia
$392K -$10.3K -127 -3%
SLWA
840
San Luis Wealth Advisors
California
$392K +$22.9K +283 +6%
VVP
841
Venture Visionary Partners
Ohio
$391K +$69.1K +854 +21%
3LCM
842
3D/L Capital Management
Connecticut
$391K +$97.6K +1,208 +33%
CAWM
843
Capital Advisors Wealth Management
Washington
$389K +$389K +4,806 New
MAM
844
MMA Asset Management
Pennsylvania
$389K +$389K +4,806 New
SA
845
Stewardship Advisors
Pennsylvania
$385K -$62.6K -773 -14%
Fisher Asset Management
846
Fisher Asset Management
Washington
$384K +$163K +2,009 +73%
AC
847
Abbrea Capital
California
$382K +$32.3K +400 +9%
AP
848
Appleton Partners
Massachusetts
$379K +$28.6K +353 +8%
RIM
849
Regent Investment Management
Kentucky
$374K
CFFP
850
Center for Financial Planning
Michigan
$374K +$374K +4,617 New