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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 %
SNT
926
Security National Trust
West Virginia
$35K – – –
TH
927
TCTC Holdings
Texas
$33K – – –
GFPC
928
Global Financial Private Client
Florida
$33K -$2.79K -40 -8%
MHR
929
Matthew Hamilton Rosenberg
$32K -$9.26K -134 -22%
CIR
930
Clear Investment Research
Georgia
$31K -$1.85K -27 -6%
PAI
931
Pittenger & Anderson Inc
Nebraska
$30K – – –
BWL
932
Bogart Wealth LLC
Virginia
$29K +$29K +421 New
1WM
933
1900 Wealth Management
Texas
$25.4K -$908 -13,440 -3%
Jones Financial Companies
934
Jones Financial Companies
Missouri
$25K +$25K +366 New
SIM
935
Sonora Investment Management
Arizona
$24K – – –
TCWM
936
Total Clarity Wealth Management
Illinois
$24K +$24K +358 New
BWP
937
Baldwin Wealth Partners
Massachusetts
$22K – – –
EWA
938
Evolution Wealth Advisors
Florida
$21K – – –
GWMIA
939
Global Wealth Management Investment Advisory
Florida
$20K +$19.8K +279 +9,300%
ME
940
McIlrath & Eck
Washington
$19K -$31.6K -456 -62%
TCM
941
Tradewinds Capital Management
Washington
$19K -$2.39K -35 -11%
IF
942
Ironwood Financial
Arizona
$19K – – –
EWM
943
Edge Wealth Management
New York
$18K – – –
RCA
944
Ranch Capital Advisors
Florida
$18K – – –
SPWG
945
Sage Private Wealth Group
Illinois
$18K – – –
HCC
946
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
TAM
947
Tucker Asset Management
Colorado
$16.4K -$27.4K -396 -63%
NFSG
948
Newbridge Financial Services Group
Florida
$16K -$57.7K -811 -78%
EI
949
Ellevest Inc
New York
$15K -$44.9K -653 -75%
AP
950
Atwood & Palmer
Missouri
$14K -$279 -4 -2%
36 37
38
39 40