USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Allianz Asset Management
Germany
$116M
2
HI
Horizon Investments
North Carolina
$91.6M
3
RJA
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$367M
5
AWM
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$692M
3
S
SignatureFD
Georgia
$12.1M
4
Ameriprise
Ameriprise
Minnesota
$403M
5
LPL Financial
LPL Financial
California
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$12.7M -$2.35M -34,007 -16%
MWM
177
McNaughton Wealth Management
California
$12.7M +$1.36M +19,697 +12%
LIA
178
LS Investment Advisors
Michigan
$12.4M +$331K +4,780 +3%
IB
179
Intrust Bank
Kansas
$12.4M +$1.27M +18,423 +11%
FPGK
180
Financial Partners Group (Kansas)
Kansas
$12.3M -$1.16M -16,769 -9%
SPI
181
Santori & Peters Inc
Pennsylvania
$12.1M +$199K +2,880 +2%
S
182
SignatureFD
Georgia
$12.1M -$207M -2,998,885 -94%
BWP
183
Bernardo Wealth Planning
Pennsylvania
$12M -$1.04M -14,996 -8%
TVAMP
184
Tennessee Valley Asset Management Partners
Tennessee
$11.9M -$34.8M -502,724 -74%
Lido Advisors
185
Lido Advisors
California
$11.9M +$1.94M +28,043 +19%
Mackenzie Financial
186
Mackenzie Financial
Ontario, Canada
$11.9M +$917K +13,253 +8%
EWF
187
Epstein & White Financial
California
$11.8M -$7.21M -104,589 -38%
MWA
188
Meridian Wealth Advisors
Texas
$11.8M -$340K -4,918 -3%
SWM
189
Southern Wealth Management
Texas
$11.8M +$180K +2,606 +2%
S
190
SimplyRich
California
$11.6M +$88.4K +1,278 +0.8%
MCC
191
Money Concepts Capital
Florida
$11.5M -$3.35M -48,396 -23%
WPIC
192
White Pine Investment Company
Michigan
$11.4M +$362K +5,228 +3%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$11.3M -$704K -10,181 -6%
IWM
194
IHT Wealth Management
Illinois
$11.3M -$1.65M -23,811 -13%
RPCA
195
Running Point Capital Advisors
California
$11.3M +$1.06M +15,356 +10%
GC
196
GFG Capital
Florida
$11.3M +$54.2K +783 +0.5%
HI
197
Harbour Investments
Wisconsin
$11.1M +$11.1M +160,723 New
Millennium Management
198
Millennium Management
New York
$11.1M +$4.16M +60,105 +60%
1832 Asset Management
199
1832 Asset Management
Ontario, Canada
$11.1M +$356K +6,424 +3%
PPFA
200
Provida Pension Fund Administrator
Chile
$10.8M -$37.1M -535,000 -77%
6 7
8
9 10