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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

970 hedge funds and large institutions have $18.1B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 52 closing their positions.

Holders
970
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
17.04%
Holding in Top 10
139
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.44%
% of All Funds
2.44%
New
69
Increased
319
Reduced
431
Closed
52
Calls
$23.9M
Puts
$2.1M
Net Calls
+$21.8M
Net Calls Change
-$1.41M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.29B
2
SG Americas Securities
2
SG Americas Securities
New York
$61.8M
3
CA
3
Cetera Advisors
Colorado
$183M
4
HI
4
Horizon Investments
North Carolina
$181M
5
AWAG
5
ARS Wealth Advisors Group
Florida
$40.2M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$27.2M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$3.05M
3
Bank of America
3
Bank of America
North Carolina
$1.68B
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
GHA
5
GW Henssler & Associates
Georgia
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
101
TRUE Private Wealth Advisors
Oregon
$22.7M 309,447 -8,507 -3%
MMA
102
Miracle Mile Advisors
California
$22.5M 306,549 +306,549 New
CAL
103
Capital Advisors Ltd
Ohio
$22.4M 304,812 -10,765 -3%
CAAS
104
Capital Asset Advisory Services
Michigan
$21.9M 297,808 +8,684 +3%
MFG
105
Magnus Financial Group
New York
$21.6M 294,451 +13,891 +5%
SPC
106
Sigma Planning Corp
Michigan
$21.6M 293,271 -2,082 -0.7%
AIM
107
Astor Investment Management
Illinois
$21.5M 292,914 -20,170 -6%
LWA
108
Lowe Wealth Advisors
Maryland
$21.4M 291,292 -2,470 -0.8%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$21.1M 287,646 -86,151 -23%
Creative Planning
110
Creative Planning
Kansas
$21M 285,850 +1,639 +0.6%
CWM
111
Cornerstone Wealth Management
Missouri
$21M 285,331 -261,612 -48%
MIAN
112
Mariner Independent Advisor Network
Kansas
$20.6M 280,164 -21,296 -7%
KCM
113
Kathmere Capital Management
Pennsylvania
$20.6M 279,970 +10,363 +4%
FANJ
114
Financial Architects (New Jersey)
New Jersey
$20.4M 277,014 +18,691 +7%
RJT
115
Raymond James Trust
Florida
$20.2M 275,441 -8,336 -3%
WDL
116
Well Done LLC
Michigan
$20.1M 272,961 -754 -0.3%
PA
117
Parallel Advisors
California
$19.6M 266,944 -42,266 -14%
NCM
118
Novare Capital Management
North Carolina
$19.6M 266,590 +1,941 +0.7%
FHB
119
First Hawaiian Bank
Hawaii
$19M 258,856 -131,115 -34%
MFG
120
Merit Financial Group
Georgia
$18.7M 253,964 -19,489 -7%
TCM
121
TD Capital Management
Tennessee
$18.2M 247,502 -25,730 -9%
SMC
122
Smith, Moore & Co
Missouri
$17.9M 243,137 +3,631 +2%
IWMWV
123
Ironwood Wealth Management (West Virginia)
West Virginia
$17.8M 242,387 -2,468 -1%
HWA
124
HHM Wealth Advisors
Tennessee
$17.4M 236,227 +1,238 +0.5%
AWM
125
AE Wealth Management
Kansas
$17.3M 235,829 +8,281 +4%
3 4
5
6 7