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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$36.2M -$2M -24,702 -5%
UCFA
77
United Capital Financial Advisors
Texas
$36M -$5.19M -64,185 -13%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$35.5M +$569K +7,039 +2%
CAG
79
Crestwood Advisors Group
Massachusetts
$34.9M -$140K -1,727 -0.4%
GKWIM
80
Gerber Kawasaki Wealth & Investment Management
California
$33M +$32.8M +404,982 +13,282%
TWA
81
Tillar-Wenstrup Advisors
Ohio
$32.7M +$561K +6,932 +2%
IWS
82
Insight Wealth Strategies
California
$31.9M -$1.88M -23,215 -6%
ACG
83
Allen Capital Group
Nebraska
$31.3M +$260K +3,210 +0.8%
SIA
84
Sovereign Investment Advisors
Arizona
$30.4M -$741K -9,165 -2%
NA
85
Nottingham Advisors
New York
$30.1M -$3.95M -49,057 -12%
KFS
86
Kelly Financial Services
Massachusetts
$29.4M -$576K -7,125 -2%
KWM
87
Kaydan Wealth Management
Michigan
$29.4M +$29.4M +363,358 New
PCFFS
88
Pacific Center for Financial Services
California
$29M -$685K -8,467 -2%
SWP
89
Stratos Wealth Partners
Ohio
$28.3M -$53.2K -657 -0.2%
EH
90
Equitable Holdings
New York
$28.3M +$164K +2,022 +0.6%
BPA
91
Beacon Pointe Advisors
California
$28.2M -$93.2K -1,152 -0.3%
IDA
92
Intelligence Driven Advisers
California
$28M -$445K -5,985 -2%
OPAM
93
Ocean Park Asset Management
California
$27.6M +$27.6M +341,600 New
LS
94
Leelyn Smith
Illinois
$27.5M +$106K +1,313 +0.4%
SWP
95
Summit Wealth Partners
Florida
$27.1M +$409K +5,056 +2%
EWM
96
Executive Wealth Management
Michigan
$27.1M -$1.16M -14,368 -4%
CCP
97
Cassia Capital Partners
North Carolina
$26.2M +$26.2M +324,120 New
MCM
98
MV Capital Management
Maryland
$26.1M -$1.5M -18,482 -5%
CFG
99
Citizens Financial Group
Rhode Island
$25.9M -$370K -4,577 -1%
AP
100
Agilis Partners
Massachusetts
$25.9M -$605K -7,473 -2%
2 3
4
5 6