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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
976
J.W. Cole Advisors
Florida
– – -128,447 Closed
GI
977
Glovista Investments
New Jersey
– – -121,103 Closed
Goldman Sachs
978
Goldman Sachs
New York
– – -108,389 Closed
PCIG
979
Partners Capital Investment Group
Massachusetts
– – -49,026 Closed
CCMG
980
Clark Capital Management Group
Pennsylvania
– – -48,979 Closed
KOMWMG
981
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– – -48,407 Closed
Barclays
982
Barclays
United Kingdom
– – -32,534 Closed
VCM
983
Verde Capital Management
Michigan
– – -23,839 Closed
HPC
984
Hobart Private Capital
North Carolina
– – -23,147 Closed
DMC
985
Drexel Morgan & Co
Pennsylvania
– – -19,559 Closed
HIP
986
HUB Investment Partners
Texas
– – -15,578 Closed
VAG
987
VisionPoint Advisory Group
Texas
– – -14,142 Closed
EAMA
988
EFG Asset Management (Americas)
Florida
– – -9,551 Closed
MWP
989
Meridian Wealth Partners
Pennsylvania
– – -7,963 Closed
PS
990
Portfolio Strategies
New York
– – -7,770 Closed
PWM
991
PRW Wealth Management
Massachusetts
– – -7,014 Closed
OAP
992
One Advisory Partners
Kansas
– – -6,556 Closed
SFA
993
Sequoia Financial Advisors
Ohio
– – -5,697 Closed
SHJ
994
Sharkey, Howes & Javer
Colorado
– – -5,353 Closed
BSAM
995
Blue Square Asset Management
New York
– – -4,963 Closed
OMC
996
Old Mission Capital
Illinois
– – -4,263 Closed
I
997
INVST
Indiana
– – -4,006 Closed
PWP
998
Principle Wealth Partners
Connecticut
– – -3,670 Closed
SW
999
SteelPeak Wealth
California
– – -3,655 Closed
WAM
1000
Weatherly Asset Management
California
– – -3,564 Closed
38 39
40
41 42