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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 %
SSC
126
Syverson Strege & Co
Iowa
$17.6M 239,526 -1,448 -0.6%
SMC
127
Smith, Moore & Co
Missouri
$17.6M 239,506 +9,872 +4%
HWA
128
HHM Wealth Advisors
Tennessee
$17.3M 234,989 +8,270 +4%
AWM
129
AE Wealth Management
Kansas
$16.8M 227,548 -612,705 -73%
HPA
130
High Probability Advisors
New York
$16.7M 226,315 +23,822 +12%
TC
131
Telemus Capital
Michigan
$16.4M 222,738 +6,157 +3%
FAIM
132
Financial Advocates Investment Management
Washington
$16.4M 222,477 +5,843 +3%
5L
133
55I LLC
Massachusetts
$15.8M 213,989 +9,773 +5%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$15.7M 213,251 -276,379 -56%
MFA
135
Mayflower Financial Advisors
Massachusetts
$15.5M 210,970 +8,260 +4%
WC
136
Wealth CMT
New Jersey
$15.4M 209,283 +1,337 +0.6%
FWM
137
FFT Wealth Management
Pennsylvania
$15.3M 207,455 – –
FDCC
138
Foster Dykema Cabot & Co
Massachusetts
$15.2M 207,113 -5,389 -3%
NL
139
NEPC LLC
Massachusetts
$14.9M 203,091 +203,091 New
Comerica Bank
140
Comerica Bank
Texas
$14.9M 193,546 -5,712 -3%
MPW
141
Monterey Private Wealth
California
$14.7M 200,150 -164,416 -45%
CW
142
CreativeOne Wealth
Kansas
$14.7M 199,979 -2,133 -1%
CAG
143
Csenge Advisory Group
Florida
$14.7M 198,199 +8,554 +5%
WAOI
144
Wealth Advisors of Iowa
Iowa
$14.6M 198,205 +14,008 +8%
AFC
145
Adaptive Financial Consulting
Ohio
$14.5M 196,557 +4,919 +3%
RPCA
146
Running Point Capital Advisors
California
$14.5M 196,306 +33,535 +21%
RIA
147
Regal Investment Advisors
Michigan
$14.4M 196,111 +196,111 New
CPWM
148
Cardinal Point Wealth Management
California
$14.4M 195,981 +6,148 +3%
LWA
149
Lineweaver Wealth Advisors
Ohio
$14.3M 194,425 -20,742 -10%
SCM
150
Stonehearth Capital Management
Massachusetts
$14.2M 192,493 +7,091 +4%
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