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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.

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
1
Kelly Financial Services
Massachusetts
$376M
2
RJA
2
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
3
Ameriprise
Minnesota
$474M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$436M
5
GA
5
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$467M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M
3
Bank of America
3
Bank of America
North Carolina
$1.74B
4
BlackRock
4
BlackRock
New York
$672M
5
SIRP
5
Shelter Insurance Retirement Plan
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
876
IAG Wealth Partners
Wisconsin
$85K 1,146 -1,878 -62%
BWM
877
BerganKDV Wealth Management
Minnesota
$84K 1,141 – –
Bank Julius Baer & Co
878
Bank Julius Baer & Co
Switzerland
$83K 1,127 +2 +0.2%
PMFA
879
Plante Moran Financial Advisors
Michigan
$83K 1,126 +97 +9%
MA
880
MBA Advisors
Pennsylvania
$81.2K 2,855 -2,229 -44%
CFB
881
Cullen/Frost Bankers
Texas
$81K 1,100 -100 -8%
M
882
MOTCO
Texas
$79K 1,078 – –
CIA
883
Cascade Investment Advisors
Oregon
$78.4K 1,065 – –
ACA
884
Aptus Capital Advisors
Alabama
$77K 1,044 -27,915 -96%
CCM
885
Covington Capital Management
California
$77K 1,051 +876 +501%
FGAM
886
Financial Gravity Asset Management
Texas
$74K 75 – –
RIM
887
Rockbridge Investment Management
New York
$74K 1,004 – –
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$74K 1,000 +1,000 New
FA
889
Financial Advantage
Maryland
$73K 1,000 – –
AWM
890
Avior Wealth Management
Nebraska
$68K 934 -451 -33%
EI
891
Ellevest Inc
New York
$68K 917 +699 +321%
JFA
892
JNBA Financial Advisors
Minnesota
$63K 850 – –
EW
893
Evoke Wealth
California
$62K 848 +848 New
CC
894
Corsicana & Co
Texas
$61K 835 +835 New
KTC
895
Kistler-Tiffany Companies
Pennsylvania
$60K 818 +114 +16%
TC
896
Truvestments Capital
Florida
$58K 782 – –
EWM
897
Endurance Wealth Management
Rhode Island
$56K 770 – –
VNA
898
Valley National Advisers
Pennsylvania
$55K 747 +2 +0.3%
ST
899
Smithfield Trust
Pennsylvania
$54K 737 – –
PCA
900
Providence Capital Advisors
North Carolina
$53K 720 -1,187 -62%
34 35
36
37 38