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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 %
CI
201
CX Institutional
Indiana
$8.98M 122,045 -121,092 -50%
AWA
202
Acorn Wealth Advisors
Michigan
$8.92M 121,171 -8,977 -7%
GI
203
Glovista Investments
New Jersey
$8.92M 121,103 +102,513 +551%
DWP
204
Destiny Wealth Partners
Florida
$8.84M 120,108 -2,553 -2%
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$8.79M 119,349 -272,514 -70%
SFM
206
Signet Financial Management
New Jersey
$8.73M 118,530 +7,820 +7%
MBTD
207
Mechanics Bank - Trust Department
California
$8.64M 117,334 -16,780 -13%
MPW
208
MA Private Wealth
California
$8.63M 117,285 -2,751 -2%
CAC
209
Certified Advisory Corp
Florida
$8.56M 116,252 -4,073 -3%
FLA
210
Financial Life Advisors
Texas
$8.54M 115,996 +3,477 +3%
BCI
211
Brinker Capital Investments
Pennsylvania
$8.51M 115,657 -287,333 -71%
SWG
212
Summit Wealth Group
Vermont
$8.28M 112,458 +6,945 +7%
BRWA
213
B. Riley Wealth Advisors
Florida
$8.18M 111,653 -21,595 -16%
CF
214
Centaurus Financial
California
$8.16M 110,803 -1,057 -0.9%
BRG
215
Bay Rivers Group
Virginia
$8.12M 110,322 +817 +0.7%
AL
216
Aspiriant LLC
California
$8.05M 109,357 +129 +0.1%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$8.05M 106,999 +11,857 +12%
PA
218
PSI Advisors
Florida
$8M 108,677 +13,421 +14%
CSWG
219
Cardinal Strategic Wealth Guidance
Kentucky
$8M 108,602 -5,096 -4%
Goldman Sachs
220
Goldman Sachs
New York
$7.98M 108,389 +108,389 New
KFGK
221
Keystone Financial Group (Kentucky)
Kentucky
$7.97M 108,207 -1,592 -1%
SGI
222
Summit Global Investments
Utah
$7.94M 107,889 -110,924 -51%
GWSG
223
GPS Wealth Strategies Group
Colorado
$7.87M 106,885 -514 -0.5%
AIP
224
Ahrens Investment Partners
Louisiana
$7.79M 105,770 -948 -0.9%
CAL
225
Capital Analysts LLC
Pennsylvania
$7.67M 104,152 -4,153 -4%
7 8
9
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