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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 %
HF
976
HRT Financial
New York
– – -135,559 Closed
ECM
977
ExodusPoint Capital Management
New York
– – -120,666 Closed
CA
978
Cambridge Associates
Massachusetts
– – -106,755 Closed
BDS
979
Banco de Sabadell
Florida
– – -75,135 Closed
SHIM
980
Stone House Investment Management
Pennsylvania
– – -39,946 Closed
CCM
981
Crabel Capital Management
California
– – -38,589 Closed
MSA
982
Marino Stram & Associates
Massachusetts
– – -37,482 Closed
WWA
983
WC Walker & Associates
California
– – -35,026 Closed
FC
984
Ferris Capital
Massachusetts
– – -32,807 Closed
PFG
985
PAX Financial Group
Texas
– – -31,790 Closed
CFG
986
Cooper Financial Group
California
– – -31,298 Closed
FA
987
FMA Advisory
Pennsylvania
– – -30,248 Closed
Chevy Chase Trust
988
Chevy Chase Trust
Maryland
– – -22,050 Closed
PFA
989
Pettinga Financial Advisors
Indiana
– – -20,941 Closed
HGWM
990
Horst & Graben Wealth Management
Oregon
– – -17,630 Closed
SL
991
SWMG LLC
Texas
– – -17,223 Closed
Mirae Asset Global Investments
992
Mirae Asset Global Investments
South Korea
– – -17,000 Closed
NEIRG
993
New England Investment & Retirement Group
Massachusetts
– – -16,767 Closed
TSA
994
Tri-Star Advisors
Texas
– – -16,168 Closed
YIH
995
Y-Intercept (HK)
Hong Kong
– – -13,998 Closed
CCFCSB
996
Cape Cod Five Cents Savings Bank
Massachusetts
– – -12,191 Closed
T
997
TRUADVICE
Florida
– – -10,764 Closed
FWP
998
Firethorn Wealth Partners
Georgia
– – -10,449 Closed
TF
999
Trek Financial
Arizona
– – -8,991 Closed
MCIA
1000
Mountain Capital Investment Advisors
Colorado
– – -8,334 Closed
38 39
40
41 42