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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 %
PFO
1051
Pathstone Family Office
New Jersey
– – -2,575 Closed
PS
1052
Planned Solutions
California
– – -2,521 Closed
BBHBI
1053
B, B, H, & B Inc
Alabama
– – -1,954 Closed
CBT
1054
Central Bank & Trust
Kentucky
– – -1,424 Closed
MPWT
1055
MassMutual Private Wealth & Trust
Connecticut
– – -1,334 Closed
BCA
1056
Berman Capital Advisors
Georgia
– – -1,330 Closed
IRAG
1057
Investment Research & Advisory Group
Georgia
– – -1,274 Closed
NWA
1058
Navis Wealth Advisors
New York
– – -1,213 Closed
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -1,030 Closed
KFAA
1060
Klaas Financial Asset Advisors
Illinois
– – -915 Closed
HWA
1061
HCR Wealth Advisors
California
– – -394 Closed
LFG
1062
Larson Financial Group
Missouri
– – -378 Closed
MIM
1063
Merrion Investment Management
New Jersey
– – -342 Closed
AIL
1064
AGF Investments LLC
Ontario, Canada
– – -321 Closed
OIM
1065
Oder Investment Management
California
– – -250 Closed
IA
1066
IFS Advisors
Kansas
– – -211 Closed
IA
1067
Inspire Advisors
Idaho
– – -194 Closed
MCM
1068
McMillion Capital Management
North Carolina
– – -193 Closed
ZB
1069
Zions Bancorporation
Utah
– – -161 Closed
LGA
1070
Lebenthal Global Advisors
New York
– – -150 Closed
TWA
1071
TCI Wealth Advisors
Arizona
– – -150 Closed
POIA
1072
Pin Oak Investment Advisors
Texas
– – -101 Closed
PWA
1073
Phoenix Wealth Advisors
North Carolina
– – -100 Closed
VRM
1074
Vectors Research Management
New York
– – -90 Closed
FWM
1075
ForthRight Wealth Management
Georgia
– – -75 Closed
40 41 42
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