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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
176
Anderson Hoagland & Co
Missouri
$12.5M +$6.93M +91,702 +125%
AAP
177
Arax Advisory Partners
Colorado
$12.5M +$232K +2,869 +2%
HWA
178
Hilltop Wealth Advisors
North Carolina
$12.1M +$127K +1,573 +1%
TWM
179
Trinity Wealth Management
Pennsylvania
$12M +$570K +7,043 +5%
WP
180
WealthSource Partners
California
$12M +$6.74M +83,354 +128%
CWG
181
Cornerstone Wealth Group
North Carolina
$12M +$12M +148,451 New
CPWMP
182
Cardinal Point Wealth Management Partners
California
$11.9M +$11.9M +147,518 New
JC
183
JB Capital
Connecticut
$11.7M +$11.7M +144,375 New
WMR
184
Wealth Management Resources
Rhode Island
$11.7M +$11.7M +144,128 New
BA
185
Bellwether Advisors
Nebraska
$11.6M -$324 -4 -0%
BFA
186
Beaumont Financial Advisors
Massachusetts
$11.6M +$641K +7,928 +6%
MBT
187
Montecito Bank & Trust
California
$11.6M +$163K +2,013 +1%
SGI
188
Summit Global Investments
Utah
$11.4M -$2.41M -29,830 -17%
PPFA
189
Provida Pension Fund Administrator
Chile
$11.4M +$5.34M +69,000 +88%
MAM
190
Madison Asset Management
Wisconsin
$11.4M +$1.47M +18,138 +15%
HI
191
Harbour Investments
Wisconsin
$11.3M -$2.63M -32,550 -19%
BRWA
192
B. Riley Wealth Advisors
Florida
$11.2M +$2.57M +31,708 +30%
JWCA
193
J.W. Cole Advisors
Florida
$11.1M +$11.1M +137,489 New
UB
194
UMB Bank
Missouri
$11.1M +$7.42M +91,664 +201%
MPW
195
MA Private Wealth
California
$10.9M +$4.46M +55,159 +69%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$1.58M +20,826 +17%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$10.7M -$2.7M -33,437 -20%
AC
198
Apella Capital
Connecticut
$10.7M +$3.66M +45,298 +52%
FAIM
199
Financial Advocates Investment Management
Washington
$10.7M -$7.59M -93,802 -42%
SWG
200
Summit Wealth Group
Vermont
$10.5M +$325K +4,016 +3%
6 7
8
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