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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.

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
1
Kelly Financial Services
Massachusetts
$376M
2
RJA
2
Raymond James & Associates
Florida
$2.23B
3
Ameriprise
3
Ameriprise
Minnesota
$474M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$436M
5
GA
5
Gateway Advisory
New Jersey
$93.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$467M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533M
3
Bank of America
3
Bank of America
North Carolina
$1.74B
4
BlackRock
4
BlackRock
New York
$672M
5
SIRP
5
Shelter Insurance Retirement Plan
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADIM
1026
Alpha DNA Investment Management
Maryland
– – -702 Closed
GAM
1027
Grandview Asset Management
Pennsylvania
– – -630 Closed
AFS
1028
Annapolis Financial Services
Maryland
– – -611 Closed
TWP
1029
TFO Wealth Partners
Ohio
– – -560 Closed
LWA
1030
Lenox Wealth Advisors
New York
– – -542 Closed
JWM
1031
Janiczek Wealth Management
Colorado
– – -516 Closed
BC
1032
Barnett & Company
Tennessee
– – -513 Closed
SNT
1033
Security National Trust
West Virginia
– – -500 Closed
Jones Financial Companies
1034
Jones Financial Companies
Missouri
– – -366 Closed
TCWM
1035
Total Clarity Wealth Management
Illinois
– – -358 Closed
GWMIA
1036
Global Wealth Management Investment Advisory
Florida
– – -282 Closed
MF
1037
Manchester Financial
California
– – -133 Closed
FFC
1038
First Financial Corp
Indiana
– – -96 Closed
CCC
1039
Crescent Capital Consulting
Louisiana
– – -75 Closed
BAMG
1040
Brand Asset Management Group
Missouri
– – -21 Closed
MAM
1041
McCarthy Asset Management
California
– – -17 Closed
MA
1042
Montag & Associates
Georgia
– – -6 Closed
FCAS
1043
First Command Advisory Services
Texas
$0 33 -3 -8%
PAM
1044
PFM Asset Management
Pennsylvania
– – – –
CG
1045
Cutler Group
California
– – – –
FFC
1046
Fure Financial Corporation
Minnesota
– – – –
CWC
1047
Carolinas Wealth Consulting
North Carolina
– – – –
BCA
1048
Berman Capital Advisors
Georgia
– – – –
RMC
1049
Resources Management Corp
Connecticut
$0 5 +5 New
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42