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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 %
SCA
926
Stonebridge Capital Advisors
Minnesota
$21K 286 +143 +100%
PAI
927
Pittenger & Anderson Inc
Nebraska
$20K 270 -160 -37%
IF
928
Ironwood Financial
Arizona
$20K 275 – –
ME
929
McIlrath & Eck
Washington
$20K 274 – –
TCM
930
Tradewinds Capital Management
Washington
$19K 260 -18 -6%
HCC
931
Hirtle Callaghan & Co
Pennsylvania
$19K 254 – –
SPWG
932
Sage Private Wealth Group
Illinois
$19K 258 – –
EWM
933
Edge Wealth Management
New York
$19K 254 – –
RCA
934
Ranch Capital Advisors
Florida
$19K 264 – –
AP
935
Atwood & Palmer
Missouri
$15K 201 – –
CDIA
936
Capital Directions Investment Advisors
Georgia
$15K 207 +207 New
CHC
937
City Holding Co
West Virginia
$14K 192 +192 New
BBL
938
Beck Bode LLC
Massachusetts
$14K 193 +193 New
AW
939
Avion Wealth
Texas
$12K 161 – –
FA
940
Fortis Advisors
Pennsylvania
$11K 144 -22 -13%
GFPC
941
Global Financial Private Client
Florida
$10.5K 142 -331 -70%
RIA
942
RPG Investment Advisory
California
$10K 131 +1 +0.8%
TCWA
943
Ten Capital Wealth Advisors
Washington
$8K 109 – –
BWM
944
Baystate Wealth Management
Massachusetts
$7K 101 -577 -85%
SIS
945
Sound Income Strategies
Florida
$7K 89 -45 -34%
CPFP
946
Clear Perspectives Financial Planning
Ohio
$7K 100 – –
BFC
947
Bedel Financial Consulting
Indiana
$7K 92 – –
EW
948
Element Wealth
Mississippi
$7K 95 – –
PO
949
Private Ocean
California
$6K 78 -73 -48%
AWM
950
AllSquare Wealth Management
New York
$6K 83 – –
36 37
38
39 40