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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 %
WP
851
WMS Partners
Maryland
$205K +$205K +2,786 New
EA
852
Efficient Advisors
Ohio
$203K -$104K -1,417 -34%
MIM
853
MTM Investment Management
South Carolina
$203K – – –
SAM
854
Strategy Asset Managers
California
$203K +$955 +13 +0.5%
Fisher Asset Management
855
Fisher Asset Management
Washington
$201K -$6.32K -86 -3%
ACM
856
Advisors Capital Management
New Jersey
$201K +$201K +2,739 New
SWM
857
Selective Wealth Management
Virginia
$200K +$148K +2,014 +285%
DSC
858
Duncker Streett & Co
Missouri
$191K -$26.5K -360 -12%
RG
859
Retirement Group
California
$188K -$16.9K -230 -8%
EWM
860
Evermay Wealth Management
Virginia
$188K – – –
MA
861
MUFG Americas
New York
$182K -$181K -2,455 -50%
BL
862
Balentine LLC
Georgia
$173K -$24.5K -334 -12%
ZB
863
Zions Bancorporation
Utah
$169K – – –
SFA
864
Semmax Financial Advisors
North Carolina
$165K – – –
ST
865
Smithfield Trust
Pennsylvania
$162K +$107K +1,449 +197%
EC
866
Estate Counselors
Wisconsin
$150K -$1.61M -21,945 -91%
KIG
867
Kowal Investment Group
Wisconsin
$150K -$51.1K -697 -25%
FFA
868
Freedman Financial Associates
Massachusetts
$147K – – –
GTAM
869
Global Trust Asset Management
Florida
$140K +$140K +1,904 New
AIM
870
Anchor Investment Management
South Carolina
$138K – – –
TSW
871
Thompson Siegel & Walmsley
Virginia
$134K – – –
HWM
872
Holloway Wealth Management
Florida
$131K -$131K – –
SAM
873
Strategic Asset Management
Minnesota
$131K +$131K +1,750 New
OC
874
Oakworth Capital
Alabama
$120K – – –
BCP
875
Blue Chip Partners
Michigan
$116K – – –
33 34
35
36 37