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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 %
MIM
851
MTM Investment Management
South Carolina
$203K – – –
KIG
852
Kowal Investment Group
Wisconsin
$202K -$85.6K -1,162 -30%
BRWM
853
B. Riley Wealth Management
Tennessee
$202K +$202K +2,745 New
SAM
854
Strategy Asset Managers
California
$202K +$202K +2,750 New
CWG
855
Cornerstone Wealth Group
North Carolina
$201K +$201K +2,696 New
BL
856
Balentine LLC
Georgia
$198K +$26.6K +362 +16%
EWM
857
Evermay Wealth Management
Virginia
$189K +$189K +2,561 New
ZB
858
Zions Bancorporation
Utah
$170K +$170K +2,305 New
BHWM
859
Bay Harbor Wealth Management
Maryland
$168K -$809K -11,019 -83%
SFA
860
Semmax Financial Advisors
North Carolina
$165K – – –
HS
861
Horan Securities
United States
$152K +$221 +3 +0.1%
FFA
862
Freedman Financial Associates
Massachusetts
$147K – – –
TCOV
863
Trust Company of Vermont
Vermont
$143K -$23.4K -317 -14%
AIM
864
Anchor Investment Management
South Carolina
$139K +$294 +4 +0.2%
SMG
865
Spectrum Management Group
Indiana
$138K -$1.62M -21,992 -92%
TSW
866
Thompson Siegel & Walmsley
Virginia
$134K – – –
HWM
867
Holloway Wealth Management
Florida
$131K -$123K – –
OC
868
Oakworth Capital
Alabama
$120K – – –
WT
869
Washington Trust
Rhode Island
$116K -$7.37K -100 -6%
BCP
870
Blue Chip Partners
Michigan
$116K +$807 +11 +0.7%
RFWA
871
RPg Family Wealth Advisory
Massachusetts
$108K +$108K +1,467 New
FCA
872
FinTrust Capital Advisors
South Carolina
$100K -$2.72K -37 -3%
HIA
873
Harbor Investment Advisory
Maryland
$97K +$11.1K +152 +13%
SMFG
874
Sumitomo Mitsui Financial Group
Japan
$91K -$46.2K -629 -34%
MAWCM
875
Mine & Arao Wealth Creation & Management
California
$88K – – –
33 34
35
36 37