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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
17.28%
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 %
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$35.7M 515,538 +26,535 +5%
MIAN
77
Mariner Independent Advisor Network
Kansas
$35.2M 509,105 -280,200 -35%
HighTower Advisors
78
HighTower Advisors
Illinois
$34.6M 500,771 -531 -0.1%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$33.9M 489,630 -989,027 -67%
IDA
80
Intelligence Driven Advisers
California
$32.9M 475,092 +16,021 +3%
MCM
81
MV Capital Management
Maryland
$32.9M 475,070 -151,258 -24%
DLIC
82
Daido Life Insurance Company
Japan
$32.1M 464,598 – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$32M 462,439 +40,028 +9%
CWM
84
Cornerstone Wealth Management
Missouri
$31.9M 460,503 +2,221 +0.5%
RCM
85
Requisite Capital Management
Texas
$31.9M 460,320 +69,586 +18%
EWM
86
Executive Wealth Management
Michigan
$31.8M 459,506 -351,447 -43%
IWS
87
Insight Wealth Strategies
California
$31.4M 453,934 +168,130 +59%
MFG
88
Merit Financial Group
Georgia
$31.4M 453,592 -2,264,871 -83%
Stifel Financial
89
Stifel Financial
Missouri
$31.3M 452,848 -270,700 -37%
KA
90
Klingman & Associates
New York
$31.1M 449,488 +56,674 +14%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$30.9M 446,070 -126,170 -22%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$30.4M 438,974 +180,157 +70%
SPIA
93
Strategic Point Investment Advisors
Rhode Island
$29.6M 428,236 -71,666 -14%
CAG
94
Crestwood Advisors Group
Massachusetts
$29.4M 425,026 -7,525 -2%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$29.4M 424,982 -288,200 -40%
CAAS
96
Capital Asset Advisory Services
Michigan
$28.4M 410,652 +95,255 +30%
TF
97
Tompkins Financial
New York
$27.9M 403,339 +18,386 +5%
BCI
98
Brinker Capital Investments
Pennsylvania
$27.9M 402,990 +31,309 +8%
FHB
99
First Hawaiian Bank
Hawaii
$27.1M 392,164 -2,032 -0.5%
NEPWA
100
New England Private Wealth Advisors
Massachusetts
$27.1M 391,863 -34,916 -8%
2 3
4
5 6