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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
17.28%
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 %
EH
101
Equitable Holdings
New York
$26.6M 384,914 -93,094 -19%
SIA
102
Sovereign Investment Advisors
Arizona
$26.5M 383,657 -10,220 -3%
ACG
103
Allen Capital Group
Nebraska
$26.3M 380,451 -6,751 -2%
MPW
104
Monterey Private Wealth
California
$26.2M 364,566 -230,307 -39%
KFS
105
Kelly Financial Services
Massachusetts
$26M 375,105 -9,698 -3%
PCFFS
106
Pacific Center for Financial Services
California
$25.8M 372,605 -213,936 -36%
PAS
107
Park Avenue Securities
New York
$25.2M 364,588 -401,660 -52%
SWP
108
Stratos Wealth Partners
Ohio
$24.3M 351,277 -5,418 -2%
NCM
109
Novare Capital Management
North Carolina
$23.5M 339,746 +1,753 +0.5%
Franklin Resources
110
Franklin Resources
California
$23.2M 335,473 -72,704 -18%
Barclays
111
Barclays
United Kingdom
$22.8M 329,647 +329,647 New
GKWIM
112
Gerber Kawasaki Wealth & Investment Management
California
$22.7M 328,221 -6,960 -2%
PA
113
Parallel Advisors
California
$22.7M 328,190 -147,913 -31%
AP
114
Agilis Partners
Massachusetts
$22.7M 328,086 – –
LS
115
Leelyn Smith
Illinois
$22.6M 326,270 -9,181 -3%
NAM
116
North American Management
Massachusetts
$22.3M 322,675 +1,091 +0.3%
LFAS
117
Level Four Advisory Services
Texas
$22.3M 322,579 +27,027 +9%
CAL
118
Capital Advisors Ltd
Ohio
$22.2M 320,522 +400 +0.1%
QI
119
QS Investors
New York
$21.9M 317,140 +39,254 +14%
CCP
120
Cassia Capital Partners
North Carolina
$21.8M 315,024 -47,937 -13%
TPWA
121
TRUE Private Wealth Advisors
Oregon
$21.6M 312,205 +14,691 +5%
CG
122
Colony Group
Massachusetts
$21.6M 312,154 -130,109 -29%
SWP
123
Summit Wealth Partners
Florida
$21.4M 309,172 +12,176 +4%
AIM
124
Astor Investment Management
Illinois
$21.3M 307,504 -26,575 -8%
GWAG
125
Garrett Wealth Advisory Group
Texas
$21.3M 307,307 +10,610 +4%
3 4
5
6 7