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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 %
KA
76
Klingman & Associates
New York
$34.4M 467,747 +18,259 +4%
CAG
77
Crestwood Advisors Group
Massachusetts
$31.9M 432,948 +7,922 +2%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$31.7M 430,322 +2,086 +0.5%
IDA
79
Intelligence Driven Advisers
California
$31.3M 425,225 -49,867 -10%
IWS
80
Insight Wealth Strategies
California
$31M 420,945 -32,989 -7%
Stifel Financial
81
Stifel Financial
Missouri
$31M 420,516 -32,332 -7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$29.5M 400,872 +237,090 +145%
DLIC
83
Daido Life Insurance Company
Japan
$29.5M 400,285 -64,313 -14%
RCM
84
Requisite Capital Management
Texas
$29.1M 395,652 -64,668 -14%
EWM
85
Executive Wealth Management
Michigan
$29M 394,032 -65,474 -14%
QI
86
QS Investors
New York
$29M 393,426 +76,286 +24%
FHB
87
First Hawaiian Bank
Hawaii
$28.7M 389,971 -2,193 -0.6%
ACG
88
Allen Capital Group
Nebraska
$28.5M 386,746 +6,295 +2%
SIA
89
Sovereign Investment Advisors
Arizona
$28.4M 385,867 +2,210 +0.6%
PCFFS
90
Pacific Center for Financial Services
California
$27.8M 377,521 +4,916 +1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$27.5M 373,797 -51,185 -12%
MCM
92
MV Capital Management
Maryland
$27.5M 373,654 -101,416 -21%
NA
93
Nottingham Advisors
New York
$27.4M 372,031 -385,892 -51%
GKWIM
94
Gerber Kawasaki Wealth & Investment Management
California
$26.8M 363,990 +35,769 +11%
EH
95
Equitable Holdings
New York
$26.2M 355,749 -29,165 -8%
SWP
96
Stratos Wealth Partners
Ohio
$25.8M 350,949 -328 -0.1%
LS
97
Leelyn Smith
Illinois
$24.5M 332,703 +6,433 +2%
CCP
98
Cassia Capital Partners
North Carolina
$24.2M 329,212 +14,188 +5%
AP
99
Agilis Partners
Massachusetts
$24.2M 328,086 – –
Franklin Resources
100
Franklin Resources
California
$23.7M 321,367 -14,106 -4%
2 3
4
5 6