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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 %
TWA
101
Tillar-Wenstrup Advisors
Ohio
$23.6M 320,386 +124,273 +63%
LFAS
102
Level Four Advisory Services
Texas
$23.4M 318,192 -4,387 -1%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$23.4M 317,954 +5,749 +2%
SWP
104
Summit Wealth Partners
Florida
$23.3M 316,955 +7,783 +3%
CAL
105
Capital Advisors Ltd
Ohio
$23.2M 315,577 -4,945 -2%
GWAG
106
Garrett Wealth Advisory Group
Texas
$23.2M 315,053 +7,746 +3%
AIM
107
Astor Investment Management
Illinois
$23M 313,084 +5,580 +2%
PA
108
Parallel Advisors
California
$22.8M 309,210 -18,980 -6%
MIAN
109
Mariner Independent Advisor Network
Kansas
$22.2M 301,460 -207,645 -41%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$21.7M 295,406 -2,334 -0.8%
SPC
111
Sigma Planning Corp
Michigan
$21.7M 295,353 -5,735 -2%
LWA
112
Lowe Wealth Advisors
Maryland
$21.6M 293,762 -6,870 -2%
CAAS
113
Capital Asset Advisory Services
Michigan
$21.3M 289,124 -121,528 -30%
Creative Planning
114
Creative Planning
Kansas
$20.9M 284,211 -16,563 -6%
RJT
115
Raymond James Trust
Florida
$20.9M 283,777 +1,767 +0.6%
MFG
116
Magnus Financial Group
New York
$20.7M 280,560 +5,237 +2%
WDL
117
Well Done LLC
Michigan
$20.1M 273,715 +2,405 +0.9%
MFG
118
Merit Financial Group
Georgia
$20.1M 273,453 -180,139 -40%
TCM
119
TD Capital Management
Tennessee
$20.1M 273,232 -26,249 -9%
KCM
120
Kathmere Capital Management
Pennsylvania
$19.8M 269,607 +14,912 +6%
NCM
121
Novare Capital Management
North Carolina
$19.5M 264,649 -75,097 -22%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$19M 258,323 -17,725 -6%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$18.6M 252,300 +7,977 +3%
FM
124
Family Management
New York
$18.2M 247,904 -36,693 -13%
IWMWV
125
Ironwood Wealth Management (West Virginia)
West Virginia
$18M 244,855 +2,516 +1%
3 4
5
6 7