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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 %
EVM
901
Eaton Vance Management
Massachusetts
$52K 710 -350 -33%
PWM
902
Prentice Wealth Management
New York
$52K 705 – –
SWM
903
Selective Wealth Management
Virginia
$52K 707 – –
CFO
904
CVA Family Office
Colorado
$51K 695 – –
KFI
905
Key Financial Inc
Pennsylvania
$51K 671 – –
LB
906
Legacy Bridge
Iowa
$50K 679 – –
MA
907
MCF Advisors
Kentucky
$48K 656 -42,804 -98%
CHA
908
Carmichael Hill & Associates
Maryland
$45K 612 -277 -31%
MHR
909
Matthew Hamilton Rosenberg
$44K 597 +134 +29%
GI
910
Gradient Investments
Minnesota
$43K 578 -2 -0.3%
SIC
911
Salem Investment Counselors
North Carolina
$41K 554 -515 -48%
MAM
912
Meeder Asset Management
Ohio
$40K 545 +545 New
MFG
913
Monumental Financial Group
Maryland
$37K 500 -8,293 -94%
TH
914
TCTC Holdings
Texas
$35K 477 – –
CIR
915
Clear Investment Research
Georgia
$33K 445 -8 -2%
BWL
916
Bogart Wealth LLC
Virginia
$31K 421 – –
LF
917
Lee Financial
Texas
$31K 418 +418 New
NFSG
918
Newbridge Financial Services Group
Florida
$29K 395 +170 +76%
FP
919
Financial Perspectives
Minnesota
$26.1K 355 -16,468 -98%
PCG
920
Private Capital Group
Connecticut
$25K 338 -1,513 -82%
SSB
921
Sandy Spring Bank
Maryland
$25K 350 -150 -30%
SIM
922
Sonora Investment Management
Arizona
$25K 341 – –
RDWM
923
Red Door Wealth Management
Tennessee
$24K 339 +339 New
BWP
924
Baldwin Wealth Partners
Massachusetts
$23K 314 – –
EWA
925
Evolution Wealth Advisors
Florida
$22K 300 – –
35 36
37
38 39