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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
17.28%
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 %
SGI
151
Summit Global Investments
Utah
$15.1M 218,813 +218,813 New
PPWM
152
PFG Private Wealth Management
Florida
$15M 217,299 -7,063 -3%
FAIM
153
Financial Advocates Investment Management
Washington
$15M 216,634 +19,645 +10%
LWA
154
Lineweaver Wealth Advisors
Ohio
$14.9M 215,167 -47,144 -18%
CS
155
Comerica Securities
Michigan
$14.9M 214,752 -36,123 -14%
CB
156
Community Bank
New York
$14.7M 212,809 -68,720 -24%
FDCC
157
Foster Dykema Cabot & Co
Massachusetts
$14.7M 212,502 -18,594 -8%
WFWM
158
Wechter Feldman Wealth Management
New Jersey
$14.6M 210,535 -13,912 -6%
Comerica Bank
159
Comerica Bank
Texas
$14.4M 199,258 -126,204 -39%
WC
160
Wealth CMT
New Jersey
$14.4M 207,946 +25,284 +14%
FWM
161
FFT Wealth Management
Pennsylvania
$14.4M 207,455 – –
5L
162
55I LLC
Massachusetts
$14.1M 204,216 -105,937 -34%
MFA
163
Mayflower Financial Advisors
Massachusetts
$14M 202,710 +15,241 +8%
HPA
164
High Probability Advisors
New York
$14M 202,493 +7,907 +4%
CW
165
CreativeOne Wealth
Kansas
$14M 202,112 -10,051 -5%
SMG
166
Smart Money Group
Texas
$13.6M 197,002 -11,692 -6%
TWA
167
Tillar-Wenstrup Advisors
Ohio
$13.6M 196,113 +112,696 +135%
CA
168
Clearstead Advisors
Ohio
$13.6M 195,860 -18,104 -8%
CAG
169
Csenge Advisory Group
Florida
$13.4M 189,645 +3,594 +2%
AFC
170
Adaptive Financial Consulting
Ohio
$13.3M 191,638 +25,073 +15%
CPWM
171
Cardinal Point Wealth Management
California
$13.1M 189,833 -145,977 -43%
SCM
172
Stonehearth Capital Management
Massachusetts
$12.8M 185,402 +3,228 +2%
WAOI
173
Wealth Advisors of Iowa
Iowa
$12.7M 184,197 -197,976 -52%
RWG
174
Regal Wealth Group
California
$12.7M 184,194 +3,659 +2%
OWA
175
One Wealth Advisors
California
$12.7M 183,436 +178,181 +3,391%
5 6
7
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