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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.

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
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
951
Covington Capital Management
California
$12K 175 – –
AW
952
Avion Wealth
Texas
$11K 161 – –
FA
953
Fortis Advisors
Pennsylvania
$11K 166 +126 +315%
SCA
954
Stonebridge Capital Advisors
Minnesota
$10K 143 +143 New
PO
955
Private Ocean
California
$10K 151 +151 New
SIS
956
Sound Income Strategies
Florida
$9.3K 134 +112 +509%
RIA
957
RPG Investment Advisory
California
$9K 130 – –
MF
958
Manchester Financial
California
$9K 133 – –
TCWA
959
Ten Capital Wealth Advisors
Washington
$7K 109 -49 -31%
FFC
960
First Financial Corp
Indiana
$7K 96 – –
EW
961
Element Wealth
Mississippi
$7K 95 – –
CPFP
962
Clear Perspectives Financial Planning
Ohio
$7K 100 – –
AWM
963
AllSquare Wealth Management
New York
$6K 83 – –
BFC
964
Bedel Financial Consulting
Indiana
$6K 92 – –
FGAM
965
Financial Gravity Asset Management
Texas
$5.22K 75 – –
CCC
966
Crescent Capital Consulting
Louisiana
$5K 75 -39,797 -100%
CCA
967
Column Capital Advisors
Indiana
$5K 76 – –
SL
968
Savior LLC
Massachusetts
$4K 58 -315 -84%
HI
969
Hudock Inc
Pennsylvania
$4K 64 -295 -82%
JHCP
970
Jackson Hole Capital Partners
Oklahoma
$4K 52 +52 New
IRC
971
Investors Research Corp
Georgia
$3K 41 – –
CTB
972
Country Trust Bank
Illinois
$3K 49 +49 New
SWM
973
Sugarloaf Wealth Management
Georgia
$2.32K 927 -33,424 -97%
CFN
974
Cordasco Financial Network
Florida
$2K 32 – –
LDFR
975
Lehman & Derafelo Financial Resources
Pennsylvania
$2K 34 +1 +3%
37 38
39
40 41