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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
17.27%
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 %
IAP
1026
Indie Asset Partners
Indiana
– – -4,829 Closed
AA
1027
Argent Advisors
Louisiana
– – -4,756 Closed
OFG
1028
OmniStar Financial Group
North Carolina
– – -4,705 Closed
QC
1029
QCM Cayman
Texas
– – -4,522 Closed
BFPW
1030
BOK Financial Private Wealth
Colorado
– – -4,515 Closed
HIM
1031
Hanlon Investment Management
New Jersey
– – -4,040 Closed
BA
1032
Bluesphere Advisors
Pennsylvania
– – -3,978 Closed
CWM
1033
Connecticut Wealth Management
Connecticut
– – -3,877 Closed
PFP
1034
Pinnacle Financial Partners
Tennessee
– – -3,872 Closed
FAM
1035
Formidable Asset Management
Ohio
– – -3,838 Closed
LHC
1036
Little House Capital
Massachusetts
– – -3,711 Closed
AT
1037
Arden Trust
Delaware
– – -3,608 Closed
HAS
1038
HBW Advisory Services
California
– – -3,497 Closed
PCMC
1039
Private Capital Management (Colorado)
Colorado
– – -3,469 Closed
ONB
1040
Old National Bancorp
Indiana
– – -3,360 Closed
AAM
1041
Autus Asset Management
Arizona
– – -3,357 Closed
CIP
1042
Capital Insight Partners
Arizona
– – -3,333 Closed
RDFA
1043
Ritter Daniher Financial Advisory
Ohio
– – -3,145 Closed
TI
1044
Trexquant Investment
Connecticut
– – -3,070 Closed
FWM
1045
Frontier Wealth Management
Missouri
– – -3,055 Closed
ACM
1046
Alamar Capital Management
California
– – -3,050 Closed
PFWA
1047
Paces Ferry Wealth Advisors
Georgia
– – -3,000 Closed
NF
1048
Nikulski Financial
Iowa
– – -2,963 Closed
FAT
1049
First American Trust
California
– – -2,960 Closed
MSAGDF
1050
Moneda SA Administradora General de Fondos
Chile
– – -2,894 Closed
40 41
42
43 44