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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 %
CG
151
Colony Group
Massachusetts
$14.2M 192,250 -119,904 -38%
MNG
152
Manning & Napier Group
New York
– – – –
CA
153
Clearstead Advisors
Ohio
$14M 189,567 -6,293 -3%
MWM
154
McNaughton Wealth Management
California
$13.8M 187,480 +4,462 +2%
VI
155
Vestcor Inc
New Brunswick, Canada
$13.8M 186,948 +47,092 +34%
CS
156
Comerica Securities
Michigan
$13.6M 185,078 -29,674 -14%
IB
157
Intrust Bank
Kansas
$13.5M 183,869 +5,004 +3%
ASN
158
Advisory Services Network
Georgia
$13.4M 182,234 -1,090 -0.6%
SWM
159
Southern Wealth Management
Texas
$13.4M 175,239 +4,956 +3%
Lido Advisors
160
Lido Advisors
California
$13.3M 181,211 +9,018 +5%
EWF
161
Epstein & White Financial
California
$13.3M 181,063 +9,673 +6%
FPGK
162
Financial Partners Group (Kansas)
Kansas
$13.1M 178,393 -84 -0%
SPI
163
Santori & Peters Inc
Pennsylvania
$13.1M 177,633 +2,435 +1%
GC
164
GFG Capital
Florida
$12.8M 174,034 +11,429 +7%
HI
165
Harbour Investments
Wisconsin
$12.8M 173,829 +13,106 +8%
LPT
166
Legacy Private Trust
Wisconsin
$12.8M 173,694 +109,906 +172%
SMG
167
Smart Money Group
Texas
$12.4M 205,253 +8,251 +4%
Capstone Investment Advisors
168
Capstone Investment Advisors
New York
$12.4M 168,800 -807,600 -83%
MWA
169
Meridian Wealth Advisors
Texas
$12.3M 167,664 -2,797 -2%
LIA
170
LS Investment Advisors
Michigan
$12.3M 167,261 -12,272 -7%
WPIC
171
White Pine Investment Company
Michigan
$12M 163,652 -1,744 -1%
IWM
172
IHT Wealth Management
Illinois
$11.8M 160,214 -3,008 -2%
FEG
173
Financial Enhancement Group
Indiana
$11.6M 157,122 +38,050 +32%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$11.5M 156,476 -76,344 -33%
KL
175
KWMG LLC
Kansas
$11.1M 149,225 +9,695 +7%
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7
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