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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
$2.29B
2
SG Americas Securities
SG Americas Securities
New York
$61.8M
3
CA
Cetera Advisors
Colorado
$183M
4
HI
Horizon Investments
North Carolina
$181M
5
Allianz Asset Management
Allianz Asset Management
Germany
$150M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
Bank of America
North Carolina
$1.68B
4
Ameriprise
Ameriprise
Minnesota
$423M
5
GHA
GW Henssler & Associates
Georgia
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
901
Valley National Advisers
Pennsylvania
$55K – – –
CDIA
902
Capital Directions Investment Advisors
Georgia
$55K +$39.9K +546 +264%
PCA
903
Providence Capital Advisors
North Carolina
$53K – – –
ARIS
904
Advanced Research Investment Solutions
California
$52.9K +$52.9K +720 New
EI
905
Ellevest Inc
New York
$52K -$15.4K -209 -23%
PWM
906
Prentice Wealth Management
New York
$52K – – –
EVM
907
Eaton Vance Management
Massachusetts
$52K +$16.1K +317 +45%
CTB
908
Country Trust Bank
Illinois
$51K +$47.4K +649 +1,324%
AWM
909
Avior Wealth Management
Nebraska
$50K -$18.7K -254 -27%
KTC
910
Kistler-Tiffany Companies
Pennsylvania
$50K -$10.5K -142 -17%
KFI
911
Key Financial Inc
Pennsylvania
$49K – – –
CHA
912
Carmichael Hill & Associates
Maryland
$45K – – –
CFO
913
CVA Family Office
Colorado
$44K – – –
NFSG
914
Newbridge Financial Services Group
Florida
$43K +$14.1K +192 +49%
MA
915
MCF Advisors
Kentucky
$39K -$9.73K -131 -20%
ODG
916
O'Dell Group
Ohio
$39K +$39K +525 New
JWA
917
JFS Wealth Advisors
Pennsylvania
$37K +$37K +502 New
EBA
918
Eagle Bay Advisors
New York
$36K +$36K +500 New
FP
919
Financial Perspectives
Minnesota
$35.1K +$9.04K +123 +35%
TH
920
TCTC Holdings
Texas
$35K – – –
GI
921
Gradient Investments
Minnesota
$34K -$8.54K -116 -20%
SSB
922
Sandy Spring Bank
Maryland
$34K +$9K +126 +36%
CIR
923
Clear Investment Research
Georgia
$32K -$1.04K -14 -3%
BWL
924
Bogart Wealth LLC
Virginia
$31K – – –
LF
925
Lee Financial
Texas
$31K +$74 +1 +0.2%
35 36
37
38 39