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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.

New
Increased
Maintained
Reduced
Closed
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
Kelly Financial Services
Massachusetts
$376M
2
RJA
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$474M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$436M
5
GA
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$533M
3
Bank of America
Bank of America
North Carolina
$1.74B
4
BlackRock
BlackRock
New York
$672M
5
SIRP
Shelter Insurance Retirement Plan
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
1001
Tower Wealth Partners
Pennsylvania
– -$493K -7,131 Closed
RWP
1002
RWA Wealth Partners
Massachusetts
– -$493K -7,123 Closed
VWM
1003
Venturi Wealth Management
Texas
– -$426K -6,157 Closed
SPAS
1004
Spectrum Planning & Advisory Services
California
– -$397K -5,744 Closed
CL
1005
Choreo LLC
Illinois
– -$373K -5,389 Closed
MSWMA
1006
Market Street Wealth Management Advisors
Indiana
– -$364K -5,266 Closed
BTWM
1007
Baker Tilly Wealth Management
Wisconsin
– -$356K -5,152 Closed
BWM
1008
BigSur Wealth Management
Florida
– -$346K -5,000 Closed
ODG
1009
O'Dell Group
Ohio
– -$301K -4,347 Closed
WA
1010
Wealth Alliance
New York
– -$290K -4,195 Closed
BDF
1011
Balasa Dinverno & Foltz
– -$264K -3,817 Closed
PFM
1012
Parsec Financial Management
North Carolina
– -$257K -3,710 Closed
SWM
1013
SigFig Wealth Management
California
– -$236K -3,417 Closed
CMO
1014
Covenant Multifamily Offices
Texas
– -$232K -3,352 Closed
BWM
1015
Birchcreek Wealth Management
Ohio
– -$229K -3,303 Closed
DIA
1016
Dana Investment Advisors
Wisconsin
– -$219K -3,159 Closed
KM
1017
Kalos Management
Georgia
– -$228K -3,154 Closed
OWM
1018
Opes Wealth Management
California
– -$212K -3,068 Closed
BCM
1019
BTR Capital Management
California
– -$204K -2,944 Closed
GSAM
1020
Grant Street Asset Management
Pennsylvania
– -$179K -2,584 Closed
HR
1021
Howe & Rusling
New York
– -$126K -1,815 Closed
TF
1022
TimeScale Financial
Massachusetts
– -$76K -1,104 Closed
FP
1023
Fiduciary Planning
Florida
– -$62K -900 Closed
HI
1024
Hoey Investments
Pennsylvania
– -$59K -856 Closed
HPC
1025
HM Payson & Co
Maine
– -$54K -787 Closed
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