USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.2M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$33.5M
4
RJA
Raymond James & Associates
Florida
+$31.9M
5
Morgan Stanley
Morgan Stanley
New York
+$27.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$299M
2
Bank of America
Bank of America
North Carolina
-$148M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$145M
4
CC
Cassaday & Co
Virginia
-$142M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
851
Rowlandmiller & Partners
Georgia
$260K – – –
FAM
852
Formidable Asset Management
Ohio
$260K -$84.7K -1,250 -25%
BDF
853
Balasa Dinverno & Foltz
$259K +$259K +3,817 New
GT
854
Glenview Trust
Kentucky
$258K +$258K +3,795 New
IWP
855
IAG Wealth Partners
Wisconsin
$255K -$21.9K -323 -8%
WAM
856
Weatherly Asset Management
California
$252K -$17.7K -261 -7%
LHC
857
Little House Capital
Massachusetts
$251K -$1.85M -27,319 -88%
ESB
858
Essex Savings Bank
Connecticut
$250K -$44.1K -650 -15%
AWM
859
Aevitas Wealth Management
Massachusetts
$246K +$883 +13 +0.4%
MAS
860
Managed Account Services
Florida
$245K – – –
AT
861
Arden Trust
Delaware
$245K – – –
HAS
862
HBW Advisory Services
California
$237K -$10.6K -156 -4%
PCMC
863
Private Capital Management (Colorado)
Colorado
$235K -$94.5K -1,395 -29%
BDFN
864
Bond & Devick Financial Network
Minnesota
$235K +$235K +3,462 New
MMM
865
Mendel Money Management
Illinois
$234K -$24.9K -367 -10%
BCM
866
BTR Capital Management
California
$234K +$18.9K +278 +9%
LAM
867
LifePro Asset Management
California
$233K +$233K +3,430 New
CFS
868
CRA Financial Services
New Jersey
$229K – – –
ONB
869
Old National Bancorp
Indiana
$228K +$7.53K +111 +3%
AAM
870
Autus Asset Management
Arizona
$228K +$228K +3,357 New
CIP
871
Capital Insight Partners
Arizona
$226K +$226K +3,333 New
PWA
872
Peterson Wealth Advisors
Utah
$218K – – –
JWBC
873
J.W. Burns & Co
New York
$217K – – –
FVWA
874
Foster Victor Wealth Advisors
South Carolina
$217K – – –
FMI
875
F/M Investments
District of Columbia
$216K +$216K +3,180 New
33 34
35
36 37