USMV icon

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 %
HPA
126
High Probability Advisors
New York
$17.3M 235,301 +8,986 +4%
SSC
127
Syverson Strege & Co
Iowa
$17.3M 234,845 -4,681 -2%
FAIM
128
Financial Advocates Investment Management
Washington
$16.6M 225,982 +3,505 +2%
SMG
129
Smart Money Group
Texas
$15.8M 214,629 +9,376 +5%
LPT
130
Legacy Private Trust
Wisconsin
$15.7M 214,001 +40,307 +23%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$15.7M 213,727 -81,679 -28%
WC
132
Wealth CMT
New Jersey
$15.4M 209,808 +525 +0.3%
TC
133
Telemus Capital
Michigan
$15.3M 207,667 -15,071 -7%
FWM
134
FFT Wealth Management
Pennsylvania
$15.2M 207,455 – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$15.2M 207,409 +157,687 +317%
Comerica Bank
136
Comerica Bank
Texas
$15.1M 195,411 +1,865 +1%
5L
137
55I LLC
Massachusetts
$15M 203,764 -10,225 -5%
NL
138
NEPC LLC
Massachusetts
$14.9M 203,091 – –
RIA
139
Regal Investment Advisors
Michigan
$14.9M 202,942 +6,831 +3%
FM
140
Family Management
New York
$14.9M 202,265 -45,639 -18%
RPCA
141
Running Point Capital Advisors
California
$14.7M 200,599 +4,293 +2%
AFC
142
Adaptive Financial Consulting
Ohio
$14.6M 199,090 +2,533 +1%
LWA
143
Lineweaver Wealth Advisors
Ohio
$14.4M 195,425 +1,000 +0.5%
CPWM
144
Cardinal Point Wealth Management
California
$14.3M 194,567 -1,414 -0.7%
MNG
145
Manning & Napier Group
New York
– – – –
CW
146
CreativeOne Wealth
Kansas
$14.2M 193,670 -6,309 -3%
SCM
147
Stonehearth Capital Management
Massachusetts
$13.9M 189,472 -3,021 -2%
IB
148
Intrust Bank
Kansas
$13.5M 183,627 -242 -0.1%
MWM
149
McNaughton Wealth Management
California
$13.5M 183,597 -3,883 -2%
Lido Advisors
150
Lido Advisors
California
$13.3M 179,712 -1,499 -0.8%
4 5
6
7 8