USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.2M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$33.5M
4
RJA
Raymond James & Associates
Florida
+$31.9M
5
Morgan Stanley
Morgan Stanley
New York
+$27.6M

Top Sellers

1
LPL Financial
LPL Financial
California
-$299M
2
Bank of America
Bank of America
North Carolina
-$148M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$145M
4
CC
Cassaday & Co
Virginia
-$142M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
976
Merrion Investment Management
New Jersey
$23K +$23K +342 New
AIL
977
AGF Investments LLC
Ontario, Canada
$22K -$13.9K -203 -39%
BWP
978
Baldwin Wealth Partners
Massachusetts
$21K – – –
TCM
979
Tradewinds Capital Management
Washington
$21K +$21K +313 New
EWA
980
Evolution Wealth Advisors
Florida
$20K – – –
IF
981
Ironwood Financial
Arizona
$19K -$11.5K -167 -38%
SPWG
982
Sage Private Wealth Group
Illinois
$18K +$18K +258 New
EWM
983
Edge Wealth Management
New York
$17K -$332K -4,966 -95%
HCC
984
Hirtle Callaghan & Co
Pennsylvania
$17K – – –
RCA
985
Ranch Capital Advisors
Florida
$17K – – –
OIM
986
Oder Investment Management
California
$17K +$17K +250 New
AP
987
Atwood & Palmer
Missouri
$14K +$14K +205 New
IA
988
IFS Advisors
Kansas
$14K +$14K +211 New
MCM
989
McMillion Capital Management
North Carolina
$13K +$13K +193 New
IA
990
Inspire Advisors
Idaho
$13K +$13K +194 New
CCM
991
Covington Capital Management
California
$12K -$103K -1,500 -90%
AW
992
Avion Wealth
Texas
$11K – – –
ZB
993
Zions Bancorporation
Utah
$11K – – –
TCWA
994
Ten Capital Wealth Advisors
Washington
$11K +$11K +158 New
TWA
995
TCI Wealth Advisors
Arizona
$10K +$10K +150 New
LGA
996
Lebenthal Global Advisors
New York
$10K +$10K +150 New
MF
997
Manchester Financial
California
$9K – – –
RIA
998
RPG Investment Advisory
California
$9K +$69 +1 +0.8%
FFC
999
First Financial Corp
Indiana
$7K – – –
POIA
1000
Pin Oak Investment Advisors
Texas
$7K – – –
38 39
40
41 42