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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 %
FIA
176
Foundations Investment Advisors
Arizona
$10.6M 144,178 +11,645 +9%
BA
177
Bellwether Advisors
Nebraska
$10.6M 143,811 -2,947 -2%
GC
178
GFG Capital
Florida
$10.5M 143,178 -30,856 -18%
TWM
179
Trinity Wealth Management
Pennsylvania
$10.4M 141,688 -183 -0.1%
MBT
180
Montecito Bank & Trust
California
$10.4M 141,063 -1,281 -0.9%
MA
181
MONECO Advisors
Connecticut
$10.2M 138,524 +10,999 +9%
MNBTD
182
Moody National Bank Trust Division
Texas
$10.1M 136,799 – –
BFA
183
Beaumont Financial Advisors
Massachusetts
$9.94M 135,180 -8,083 -6%
MFA
184
Mayflower Financial Advisors
Massachusetts
$9.89M 129,422 -81,548 -39%
BCI
185
Brinker Capital Investments
Pennsylvania
$9.82M 133,553 +17,896 +15%
IWM
186
IHT Wealth Management
Illinois
$9.74M 132,495 -27,719 -17%
AIC
187
Ameritas Investment Company
Nebraska
$9.73M 132,429 +42,973 +48%
FSA
188
Financial Sense Advisors
California
$9.71M 132,071 -4,662 -3%
NA
189
NewEdge Advisors
Louisiana
$9.71M 132,045 +185 +0.1%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$9.55M 123,006 +16,007 +15%
BWM
191
Brickley Wealth Management
California
$9.42M 128,094 -4,735 -4%
SWM
192
Spire Wealth Management
Virginia
$9.4M 127,840 +1,096 +0.9%
ACM
193
Allred Capital Management
Texas
$9.37M 127,537 -1,164 -0.9%
SWG
194
Summit Wealth Group
Vermont
$9.26M 126,016 +13,558 +12%
CF
195
Centaurus Financial
California
$9.22M 125,477 +14,674 +13%
EPP
196
ETF Portfolio Partners
Kansas
$9.21M 125,293 +2,050 +2%
AFG
197
Arkansas Financial Group
Arkansas
$9.2M 125,159 +510 +0.4%
FLA
198
Financial Life Advisors
Texas
$9.15M 124,459 +8,463 +7%
CB
199
Community Bank
New York
$9.14M 124,325 -12,555 -9%
MAM
200
Madison Asset Management
Wisconsin
$9M 122,435 +122,435 New
6 7
8
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