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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 %
SPC
126
Sigma Planning Corp
Michigan
$20.8M 301,088 -199,638 -40%
Creative Planning
127
Creative Planning
Kansas
$20.8M 300,774 +49,363 +20%
LWA
128
Lowe Wealth Advisors
Maryland
$20.8M 300,632 -31,017 -9%
TCM
129
TD Capital Management
Tennessee
$20.7M 299,481 -51,257 -15%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$20.6M 297,740 -131,490 -31%
TWM
131
TMD Wealth Management
Arizona
$19.7M 284,756 -9,876 -3%
FM
132
Family Management
New York
$19.7M 284,597 +281,847 +10,249%
RJT
133
Raymond James Trust
Florida
$19.5M 282,010 +24,991 +10%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$19.1M 276,048 -60,460 -18%
MFG
135
Magnus Financial Group
New York
$19.1M 275,323 +6,098 +2%
WDL
136
Well Done LLC
Michigan
$18.8M 271,310 -25,194 -8%
KCM
137
Kathmere Capital Management
Pennsylvania
$17.6M 254,695 +23,868 +10%
SFA
138
Stewardship Financial Advisors
Georgia
$17.1M 247,565 -15,810 -6%
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$16.9M 244,323 -182,399 -43%
CI
140
CX Institutional
Indiana
$16.8M 243,137 -234 -0.1%
IWMWV
141
Ironwood Wealth Management (West Virginia)
West Virginia
$16.8M 242,339 -95,544 -28%
SSC
142
Syverson Strege & Co
Iowa
$16.7M 240,974 -158,646 -40%
VCM
143
Verde Capital Management
Michigan
$16.2M 234,317 +23,775 +11%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$16.1M 232,820 -93,612 -29%
NA
145
NewEdge Advisors
Louisiana
$16M 231,889 -133,146 -36%
SMC
146
Smith, Moore & Co
Missouri
$15.9M 229,634 -4,011 -2%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$15.7M 226,975 +157,668 +227%
FT
148
Fiduciary Trust
Massachusetts
$15.7M 226,932 -434,337 -66%
HWA
149
HHM Wealth Advisors
Tennessee
$15.7M 226,719 +14,377 +7%
TC
150
Telemus Capital
Michigan
$15.3M 216,581 -456,869 -68%
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