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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

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.

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
101
TRUE Private Wealth Advisors
Oregon
$25.7M +$622K +7,688 +2%
BSSFA
102
Baron Silver Stevens Financial Advisors
Florida
$25.5M -$6.92M -85,536 -21%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$25.2M -$2.12M -26,181 -8%
1WM
104
1900 Wealth Management
Texas
$24.8M -$447K -5,522 -2%
CAN
105
Cetera Advisor Networks
California
$24.8M -$10.5M -129,641 -30%
MFG
106
Magnus Financial Group
New York
$24.7M +$928K +11,471 +4%
CAL
107
Capital Advisors Ltd
Ohio
$23.6M -$1.09M -13,450 -4%
LWA
108
Lowe Wealth Advisors
Maryland
$23.5M -$95.2K -1,177 -0.4%
CWM
109
Cornerstone Wealth Management
Missouri
$23.3M +$228K +2,820 +1%
AIM
110
Astor Investment Management
Illinois
$23.3M -$437K -5,396 -2%
CAAS
111
Capital Asset Advisory Services
Michigan
$23.1M -$969K -11,976 -4%
KCM
112
Kathmere Capital Management
Pennsylvania
$23M +$336K +4,159 +1%
SPC
113
Sigma Planning Corp
Michigan
$23M -$755K -9,328 -3%
Citigroup
114
Citigroup
New York
$22.8M -$2.3M -28,492 -9%
RJT
115
Raymond James Trust
Florida
$22.5M +$211K +2,612 +0.9%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$22.1M -$1.13M -14,029 -5%
WDL
117
Well Done LLC
Michigan
$21.8M -$258K -3,186 -1%
Creative Planning
118
Creative Planning
Kansas
$21.6M -$1.53M -18,955 -7%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$21.3M -$1.08M -13,373 -5%
FHB
120
First Hawaiian Bank
Hawaii
$20.8M -$178K -2,205 -0.9%
NA
121
NewEdge Advisors
Louisiana
$20.5M +$9.77M +120,749 +91%
RCM
122
Requisite Capital Management
Texas
$20.3M -$12.6M -156,302 -38%
LWA
123
Lineweaver Wealth Advisors
Ohio
$20.1M +$4.33M +53,494 +27%
NCM
124
Novare Capital Management
North Carolina
$20.1M -$1.51M -18,666 -7%
LPT
125
Legacy Private Trust
Wisconsin
$19.8M +$2.47M +30,524 +14%
3 4
5
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