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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 %
AAP
176
Arax Advisory Partners
Colorado
$11.1M 150,644 +150,644 New
WFA
177
Wells Financial Advisors
Massachusetts
$11M 149,100 -140 -0.1%
BA
178
Bellwether Advisors
Nebraska
$10.8M 146,758 -5,774 -4%
CFG
179
Citizens Financial Group
Rhode Island
$10.8M 146,557 -2,739 -2%
BFA
180
Beaumont Financial Advisors
Massachusetts
$10.5M 143,263 +13,477 +10%
MBT
181
Montecito Bank & Trust
California
$10.5M 142,344 -4,526 -3%
TWM
182
Trinity Wealth Management
Pennsylvania
$10.4M 141,871 +226 +0.2%
FT
183
Fiduciary Trust
Massachusetts
$10.4M 141,339 -85,593 -38%
OWA
184
One Wealth Advisors
California
$10.4M 140,929 -42,507 -23%
ECA
185
Elevation Capital Advisory
Oregon
$10.4M 140,779 +140,779 New
HWA
186
Hilltop Wealth Advisors
North Carolina
$10.3M 139,949 +4,921 +4%
AIC
187
Ameritas Investment Company
Nebraska
$10.3M 89,456 +412 +0.5%
CB
188
Community Bank
New York
$10.1M 136,880 -75,929 -36%
MNBTD
189
Moody National Bank Trust Division
Texas
$10.1M 136,799 – –
FSA
190
Financial Sense Advisors
California
$10.1M 136,733 -8,691 -6%
FIA
191
Foundations Investment Advisors
Arizona
$9.94M 132,533 +25,505 +24%
BWM
192
Brickley Wealth Management
California
$9.78M 132,829 +432 +0.3%
NA
193
NewEdge Advisors
Louisiana
$9.71M 131,860 -100,029 -43%
FPW
194
Flagship Private Wealth
Massachusetts
$9.64M 128,659 -14,017 -10%
ACM
195
Allred Capital Management
Texas
$9.47M 128,701 -13,555 -10%
JWCA
196
J.W. Cole Advisors
Florida
$9.46M 128,447 +1,776 +1%
MA
197
MONECO Advisors
Connecticut
$9.39M 127,525 -158 -0.1%
SWM
198
Spire Wealth Management
Virginia
$9.33M 126,744 -12,944 -9%
AFG
199
Arkansas Financial Group
Arkansas
$9.18M 124,649 +2,256 +2%
EPP
200
ETF Portfolio Partners
Kansas
$9.07M 123,243 +18,070 +17%
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