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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
17.27%
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 %
MIH
976
Meitav Investment House
Israel
$1.76K 25,368 – –
GEA
977
Glen Eagle Advisors
New Jersey
$1.52K 22 – –
BAMG
978
Brand Asset Management Group
Missouri
$1K 21 – –
MAM
979
McCarthy Asset Management
California
$1K 17 – –
WIM
980
Westside Investment Management
California
$537 7,770 -965 -11%
MA
981
MBA Advisors
Pennsylvania
$352 5,084 +5,084 New
BBHC
982
Brown Brothers Harriman & Co
New York
$196 2,835 – –
FI
983
FormulaFolio Investments
Michigan
– – -1,583,887 Closed
TF
984
TLWM Financial
Texas
– – -282,168 Closed
CS
985
Credit Suisse
Switzerland
– – -280,092 Closed
SS
986
Simplicity Solutions
Minnesota
– – -223,653 Closed
RIA
987
Regal Investment Advisors
Michigan
– – -216,355 Closed
FSA
988
Financial Services Advisory
Maryland
– – -169,699 Closed
FFC
989
Fure Financial Corporation
Minnesota
– – -119,473 Closed
RA
990
RiverTree Advisors
Florida
– – -114,719 Closed
GWM
991
Greenhouse Wealth Management
Connecticut
– – -80,999 Closed
MAM
992
MMA Asset Management
Pennsylvania
– – -63,290 Closed
SAM
993
Stringer Asset Management
Tennessee
– – -58,071 Closed
AFS
994
Access Financial Services
Minnesota
– – -53,852 Closed
GM
995
GeoWealth Management
Illinois
– – -52,616 Closed
TCM
996
Tuttle Capital Management
Connecticut
– – -51,090 Closed
SCP
997
Syntal Capital Partners
Texas
– – -34,573 Closed
WF
998
Williams Financial
Vermont
– – -33,728 Closed
MCA
999
Magnolia Capital Advisors
Mississippi
– – -31,870 Closed
Goldman Sachs
1000
Goldman Sachs
New York
– – -22,859 Closed
38 39
40
41 42