USMV icon

iShares MSCI USA Min Vol Factor ETF

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1026
Aptus Capital Advisors
Alabama
$92K +$92K +1,141 New
PO
1027
Private Ocean
California
$87K -$27.4K -340 -24%
CIA
1028
Cascade Investment Advisors
Oregon
$86.2K +$86.2K +1,065 New
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$83.2K +$83.2K +1,028 New
SMFG
1030
Sumitomo Mitsui Financial Group
Japan
$82K -$3.17K -39 -4%
FAG
1031
Fortitude Advisory Group
Washington
$81K +$81K +1,006 New
FA
1032
Financial Advantage
Maryland
$80K
VCM
1033
Vigilant Capital Management
Maine
$79K -$11.8K -146 -13%
JFA
1034
JNBA Financial Advisors
Minnesota
$76K +$7.5K +93 +11%
EW
1035
Evoke Wealth
California
$69K
AWM
1036
Avior Wealth Management
Nebraska
$69K +$14.4K +180 +26%
CC
1037
Corsicana & Co
Texas
$68K
RIM
1038
Rockbridge Investment Management
New York
$65K -$16.6K -204 -20%
NFSG
1039
Newbridge Financial Services Group
Florida
$65K +$17.4K +214 +36%
EWM
1040
Endurance Wealth Management
Rhode Island
$62K
CPW
1041
Crestmont Private Wealth
Texas
$62K +$62K +769 New
VNA
1042
Valley National Advisers
Pennsylvania
$61K +$163 +2 +0.3%
CSB
1043
City State Bank
Iowa
$59K +$59K +729 New
MTWM
1044
Masso Torrence Wealth Management
New Jersey
$59K +$59K +735 New
PCA
1045
Providence Capital Advisors
North Carolina
$58K
CTB
1046
Country Trust Bank
Illinois
$56K
CFO
1047
CVA Family Office
Colorado
$56K +$161 +2 +0.3%
KTC
1048
Kistler-Tiffany Companies
Pennsylvania
$55K +$162 +2 +0.3%
CBT
1049
Central Bank & Trust
Kentucky
$55K +$55K +680 New
IBOK
1050
Independence Bank of Kentucky
Kentucky
$54K -$361K -4,450 -87%