USMV icon

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 %
VCM
951
Versant Capital Management
Arizona
$10K 131 +131 New
LPWM
952
Lake Point Wealth Management
Texas
$9K 125 +125 New
TCWA
953
Ten Capital Wealth Advisors
Washington
$8K 109 – –
FCA
954
FinTrust Capital Advisors
South Carolina
$7K 100 -1,259 -93%
BWM
955
Baystate Wealth Management
Massachusetts
$7K 101 – –
EW
956
Element Wealth
Mississippi
$7K 95 – –
CPFP
957
Clear Perspectives Financial Planning
Ohio
$7K 100 – –
BFC
958
Bedel Financial Consulting
Indiana
$7K 101 +9 +10%
CCA
959
Column Capital Advisors
Indiana
$6K 76 – –
AWM
960
AllSquare Wealth Management
New York
$6K 83 – –
RDFA
961
Ritter Daniher Financial Advisory
Ohio
$6K 78 – –
TAM
962
Tucker Asset Management
Colorado
$5.66K 73 – –
HI
963
Hudock Inc
Pennsylvania
$4K 64 – –
JHCP
964
Jackson Hole Capital Partners
Oklahoma
$4K 52 – –
SIC
965
Salem Investment Counselors
North Carolina
$3K 39 -515 -93%
IRC
966
Investors Research Corp
Georgia
$3K 41 – –
SSW
967
Smith Shellnut Wilson
Mississippi
$3K 47 +47 New
LDFR
968
Lehman & Derafelo Financial Resources
Pennsylvania
$2K 34 – –
CFN
969
Cordasco Financial Network
Florida
$2K 32 – –
LIA
970
LBMC Investment Advisors
Tennessee
$1.89K 125,503 +99,821 +389%
GEA
971
Glen Eagle Advisors
New Jersey
$1.62K 22 – –
TWA
972
TCI Wealth Advisors
Arizona
$1K 11 +11 New
WIM
973
Westside Investment Management
California
$549 7,477 -96 -1%
BBHC
974
Brown Brothers Harriman & Co
New York
$208 2,835 – –
CCP
975
Cassia Capital Partners
North Carolina
– – -329,212 Closed
37 38
39
40 41