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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 %
HR
1001
Hayden Royal
North Carolina
– – -3,548 Closed
CS
1002
Credit Suisse
Switzerland
– – -3,400 Closed
SSWM
1003
Sheets Smith Wealth Management
North Carolina
– – -3,277 Closed
AA
1004
Argent Advisors
Louisiana
– – -3,057 Closed
PCA
1005
Personal Capital Advisors
California
– – -2,909 Closed
AAS
1006
Annex Advisory Services
Wisconsin
– – -2,886 Closed
BRWM
1007
B. Riley Wealth Management
Tennessee
– – -2,745 Closed
CWG
1008
Cornerstone Wealth Group
North Carolina
– – -2,696 Closed
PMFA
1009
Plante Moran Financial Advisors
Michigan
– – -1,126 Closed
CIA
1010
Cascade Investment Advisors
Oregon
– – -1,065 Closed
ACA
1011
Aptus Capital Advisors
Alabama
– – -1,044 Closed
MFG
1012
Monumental Financial Group
Maryland
– – -500 Closed
RDWM
1013
Red Door Wealth Management
Tennessee
– – -339 Closed
PAI
1014
Pittenger & Anderson Inc
Nebraska
– – -270 Closed
TCM
1015
Tradewinds Capital Management
Washington
– – -260 Closed
HCC
1016
Hirtle Callaghan & Co
Pennsylvania
– – -254 Closed
BBL
1017
Beck Bode LLC
Massachusetts
– – -193 Closed
CHC
1018
City Holding Co
West Virginia
– – -192 Closed
SIS
1019
Sound Income Strategies
Florida
– – -89 Closed
Optiver Holding
1020
Optiver Holding
Netherlands
– – -75 Closed
BU
1021
BBVA USA
Alabama
– – -73 Closed
CWA
1022
Core Wealth Advisors
Florida
– – -69 Closed
ACM
1023
Anfield Capital Management
California
– – -57 Closed
SL
1024
Savior LLC
Massachusetts
– – -47 Closed
FCAS
1025
First Command Advisory Services
Texas
– – -33 Closed
38 39 40
41
42