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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

981 hedge funds and large institutions have $19.2B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 253 increasing their positions, 531 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.27%
Holding in Top 10
169
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-19.91%
% of All Funds
2.98%
New
71
Increased
253
Reduced
531
Closed
97
Calls
$22.9M
Puts
$484K
Net Calls
+$22.4M
Net Calls Change
+$3.77M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$116M
2
HI
Horizon Investments
North Carolina
+$91.6M
3
RJA
Raymond James & Associates
Florida
+$88.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
AWM
AE Wealth Management
Kansas
+$33.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$584M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
3
S
SignatureFD
Georgia
-$207M
4
Ameriprise
Ameriprise
Minnesota
-$201M
5
LPL Financial
LPL Financial
California
-$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
876
Sumitomo Mitsui Financial Group
Japan
$129K -$7.12K -103 -5%
PCG
877
Private Capital Group
Connecticut
$128K -$431K -6,230 -77%
TSW
878
Thompson Siegel & Walmsley
Virginia
$126K – – –
HR
879
Howe & Rusling
New York
$126K +$64.8K +934 +106%
HWM
880
Holloway Wealth Management
Florida
$123K -$121K – –
WT
881
Washington Trust
Rhode Island
$116K -$77.1K -1,114 -40%
OC
882
Oakworth Capital
Alabama
$113K -$6.02K -87 -5%
BCP
883
Blue Chip Partners
Michigan
$109K – – –
FCA
884
FinTrust Capital Advisors
South Carolina
$97K -$220K -3,159 -69%
AWM
885
Avior Wealth Management
Nebraska
$95K +$36.8K +536 +63%
MAWCM
886
Mine & Arao Wealth Creation & Management
California
$83K -$6.71K -97 -7%
CFB
887
Cullen/Frost Bankers
Texas
$83K +$6.92K +100 +9%
HIA
888
Harbor Investment Advisory
Maryland
$81K +$5.12K +74 +7%
BWM
889
BerganKDV Wealth Management
Minnesota
$79K – – –
Bank Julius Baer & Co
890
Bank Julius Baer & Co
Switzerland
$78K +$347 +5 +0.4%
TF
891
TimeScale Financial
Massachusetts
$76K – – –
M
892
MOTCO
Texas
$75K – – –
SIC
893
Salem Investment Counselors
North Carolina
$74K +$2.7K +39 +4%
CIA
894
Cascade Investment Advisors
Oregon
$73.7K -$43.2K -625 -37%
EVM
895
Eaton Vance Management
Massachusetts
$73K +$73K +1,060 New
PMFA
896
Plante Moran Financial Advisors
Michigan
$71K -$234K -3,385 -77%
FA
897
Financial Advantage
Maryland
$69K – – –
RIM
898
Rockbridge Investment Management
New York
$69K – – –
CHA
899
Carmichael Hill & Associates
Maryland
$62K -$22.3K -320 -26%
FP
900
Fiduciary Planning
Florida
$62K +$207 +3 +0.3%
34 35
36
37 38