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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
17.28%
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 %
CCFM
1001
Clear Creek Financial Management
Washington
– – -22,464 Closed
PWS
1002
Paragon Wealth Strategies
Florida
– – -19,123 Closed
FLI
1003
Family Legacy Inc
South Carolina
– – -18,189 Closed
CFO
1004
Collective Family Office
Pennsylvania
– – -15,888 Closed
GDP
1005
Great Diamond Partners
Maine
– – -15,383 Closed
BWG
1006
Beta Wealth Group
California
– – -13,046 Closed
WAS
1007
Wealth Advisory Solutions
Indiana
– – -12,881 Closed
IC
1008
IEQ Capital
California
– – -12,145 Closed
ATFA
1009
All Terrain Financial Advisors
Minnesota
– – -11,250 Closed
FLPIM
1010
F.L. Putnam Investment Management
Massachusetts
– – -11,201 Closed
JCM
1011
Janney Capital Management
Pennsylvania
– – -11,191 Closed
AIFAIM
1012
American Institute for Advanced Investment Management
Arizona
– – -10,308 Closed
TFA
1013
Teamwork Financial Advisors
Texas
– – -9,910 Closed
TFA
1014
Trinity Financial Advisors
Ohio
– – -9,165 Closed
VC
1015
Veracity Capital
Georgia
– – -7,676 Closed
FA
1016
FDx Advisors
Illinois
– – -6,907 Closed
AWE
1017
Avidian Wealth Enterprises
Texas
– – -6,870 Closed
PCA
1018
Personal Capital Advisors
California
– – -6,482 Closed
HW
1019
Hamilton Wealth
California
– – -6,196 Closed
AMCA
1020
Arthur M. Cohen & Associates
Illinois
– – -6,081 Closed
JFS
1021
JD Financial Services
Pennsylvania
– – -5,768 Closed
RA
1022
Rational Advisors
New York
– – -5,438 Closed
MWC
1023
MKD Wealth Coaches
Michigan
– – -5,427 Closed
GD
1024
Grandfield & Dodd
New York
– – -5,297 Closed
BFIM
1025
Beese Fulmer Investment Management
Ohio
– – -5,082 Closed
39 40
41
42 43