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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.

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
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
926
Jones Financial Companies
Missouri
$31K 417 +417 New
CMA
927
Cedar Mountain Advisors
Oregon
$31K 417 +417 New
TCWM
928
Total Clarity Wealth Management
Illinois
$26K 358 +358 New
SIM
929
Sonora Investment Management
Arizona
$25K 341 – –
PCG
930
Private Capital Group
Connecticut
$25K 338 – –
BWP
931
Baldwin Wealth Partners
Massachusetts
$23K 314 – –
CCM
932
Covington Capital Management
California
$22K 298 -753 -72%
LB
933
Legacy Bridge
Iowa
$22K 300 -379 -56%
EWA
934
Evolution Wealth Advisors
Florida
$22K 300 – –
IF
935
Ironwood Financial
Arizona
$20K 275 – –
ME
936
McIlrath & Eck
Washington
$20K 274 – –
LFG
937
Larson Financial Group
Missouri
$20K 269 +269 New
FBT
938
First Bank & Trust
South Dakota
$20K 275 +275 New
ACM
939
Antonetti Capital Management
Florida
$20K 275 +275 New
SPWG
940
Sage Private Wealth Group
Illinois
$19K 258 – –
EWM
941
Edge Wealth Management
New York
$19K 254 – –
RCA
942
Ranch Capital Advisors
Florida
$19K 264 – –
HA
943
Herold Advisors
New York
$18K 250 +250 New
MAM
944
Meeder Asset Management
Ohio
$16K 213 -332 -61%
AP
945
Atwood & Palmer
Missouri
$13K 175 -26 -13%
AW
946
Avion Wealth
Texas
$12K 161 – –
SCA
947
Stonebridge Capital Advisors
Minnesota
$11K 143 -143 -50%
FA
948
Fortis Advisors
Pennsylvania
$11K 144 – –
GFPC
949
Global Financial Private Client
Florida
$10.5K 142 – –
RIA
950
RPG Investment Advisory
California
$10K 131 – –
36 37
38
39 40