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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.

Holders
981
Holders Change
-41
Holders Change %
-4.01%
% of All Funds
17.28%
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
1
Allianz Asset Management
Germany
$116M
2
HI
2
Horizon Investments
North Carolina
$91.6M
3
RJA
3
Raymond James & Associates
Florida
$2.01B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$367M
5
AWM
5
AE Wealth Management
Kansas
$58.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$692M
3
S
3
SignatureFD
Georgia
$12.1M
4
Ameriprise
4
Ameriprise
Minnesota
$403M
5
LPL Financial
5
LPL Financial
California
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
201
Wintrust Investments
Illinois
$10.7M 154,869 +154,869 New
BA
202
Bellwether Advisors
Nebraska
$10.6M 152,532 -13,058 -8%
CFG
203
Citizens Financial Group
Rhode Island
$10.3M 149,296 -12,970 -8%
WFA
204
Wells Financial Advisors
Massachusetts
$10.3M 149,240 -259,751 -64%
MBT
205
Montecito Bank & Trust
California
$10.2M 146,870 -53,307 -27%
FPW
206
Flagship Private Wealth
Massachusetts
$10.1M 142,676 -41,511 -23%
FSA
207
Financial Sense Advisors
California
$10.1M 145,424 -1,503 -1%
ACG
208
Arch Capital Group
Bermuda
$9.96M 143,896 -246,823 -63%
ACM
209
Allred Capital Management
Texas
$9.84M 142,256 -13,199 -8%
TWM
210
Trinity Wealth Management
Pennsylvania
$9.8M 141,645 +22,798 +19%
AI
211
Atria Investments
North Carolina
$9.75M 140,877 -108,931 -44%
VI
212
Vestcor Inc
New Brunswick, Canada
$9.68M 139,856 -301,795 -68%
SWM
213
Spire Wealth Management
Virginia
$9.67M 139,688 +139,688 New
KL
214
KWMG LLC
Kansas
$9.65M 139,530 +25,133 +22%
SG Americas Securities
215
SG Americas Securities
New York
$9.6M 138,670 +138,670 New
MNBTD
216
Moody National Bank Trust Division
Texas
$9.47M 136,799 – –
HF
217
HRT Financial
New York
$9.38M 135,559 +119,207 +729%
HWA
218
Hilltop Wealth Advisors
North Carolina
$9.34M 135,028 +4,159 +3%
MBTD
219
Mechanics Bank - Trust Department
California
$9.28M 134,114 +2,510 +2%
BRWA
220
B. Riley Wealth Advisors
Florida
$9.21M 133,248 -53,992 -29%
BWM
221
Brickley Wealth Management
California
$9.16M 132,397 +115 +0.1%
AWA
222
Acorn Wealth Advisors
Michigan
$9.01M 130,148 -37,422 -22%
BFA
223
Beaumont Financial Advisors
Massachusetts
$8.98M 129,786 +118,270 +1,027%
MWM
224
MBE Wealth Management
Wisconsin
$8.89M 128,542 +2,152 +2%
MA
225
MONECO Advisors
Connecticut
$8.83M 127,683 -11,692 -8%
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