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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.

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
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
901
JNBA Financial Advisors
Minnesota
$59K 850 – –
HI
902
Hoey Investments
Pennsylvania
$59K 856 +856 New
TC
903
Truvestments Capital
Florida
$54K 782 – –
HPC
904
HM Payson & Co
Maine
$54K 787 – –
EWM
905
Endurance Wealth Management
Rhode Island
$53K 770 – –
VNA
906
Valley National Advisers
Pennsylvania
$52K 745 +170 +30%
ST
907
Smithfield Trust
Pennsylvania
$51K 737 – –
SWM
908
Selective Wealth Management
Virginia
$49K 707 – –
KTC
909
Kistler-Tiffany Companies
Pennsylvania
$49K 704 +2 +0.3%
PWM
910
Prentice Wealth Management
New York
$49K 705 +705 New
ADIM
911
Alpha DNA Investment Management
Maryland
$48K 702 -152 -18%
CFO
912
CVA Family Office
Colorado
$48K 695 – –
LB
913
Legacy Bridge
Iowa
$47K 679 -679 -50%
BWM
914
Baystate Wealth Management
Massachusetts
$47K 678 -96 -12%
KFI
915
Key Financial Inc
Pennsylvania
$46K 671 +37 +6%
GAM
916
Grandview Asset Management
Pennsylvania
$44K 630 +630 New
AFS
917
Annapolis Financial Services
Maryland
$42K 611 – –
QT
918
Quantbot Technologies
New York
$41K 600 +600 New
GI
919
Gradient Investments
Minnesota
$40K 580 -328 -36%
CWA
920
Core Wealth Advisors
Florida
$39K 559 -153 -21%
TWP
921
TFO Wealth Partners
Ohio
$39K 560 – –
LWA
922
Lenox Wealth Advisors
New York
$38K 542 -514 -49%
JWM
923
Janiczek Wealth Management
Colorado
$36K 516 +516 New
SSB
924
Sandy Spring Bank
Maryland
$35K 500 – –
SNT
925
Security National Trust
West Virginia
$35K 500 – –
35 36
37
38 39