USMV icon

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 %
SFM
201
Signet Financial Management
New Jersey
$8.94M 121,578 +3,048 +3%
CI
202
CX Institutional
Indiana
$8.89M 121,010 -1,035 -0.8%
FF
203
Friedenthal Financial
New Jersey
$8.88M 120,823 +83,006 +219%
PIM
204
Parker Investment Management
California
$8.88M 120,749 +120,749 New
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$8.65M 117,640 -1,709 -1%
PA
206
PSI Advisors
Florida
$8.4M 114,292 +5,615 +5%
GWSG
207
GPS Wealth Strategies Group
Colorado
$8.35M 113,604 +6,719 +6%
MPW
208
Monterey Private Wealth
California
$8.35M 113,206 -86,944 -43%
FPW
209
Flagship Private Wealth
Massachusetts
$8.33M 113,341 -15,318 -12%
APCM
210
Alaska Permanent Capital Management
Alaska
$8.31M 113,126 +113,126 New
OWA
211
One Wealth Advisors
California
$8.16M 110,973 -29,956 -21%
BRG
212
Bay Rivers Group
Virginia
$8.13M 110,646 +324 +0.3%
AWA
213
Acorn Wealth Advisors
Michigan
$8.1M 110,193 -10,978 -9%
CAC
214
Certified Advisory Corp
Florida
$8.06M 109,659 -6,593 -6%
AL
215
Aspiriant LLC
California
$8.04M 109,357 – –
DWP
216
Destiny Wealth Partners
Florida
$7.98M 108,569 -11,539 -10%
KFGK
217
Keystone Financial Group (Kentucky)
Kentucky
$7.9M 107,484 -723 -0.7%
BRWA
218
B. Riley Wealth Advisors
Florida
$7.88M 107,194 -4,459 -4%
FT
219
Fiduciary Trust
Massachusetts
$7.85M 106,861 -34,478 -24%
TF
220
Tompkins Financial
New York
$7.85M 106,769 +106,769 New
1832 Asset Management
221
1832 Asset Management
Ontario, Canada
$7.79M 128,329 +11,647 +10%
AI
222
Atria Investments
North Carolina
$7.75M 105,380 +27,027 +34%
AIP
223
Ahrens Investment Partners
Louisiana
$7.56M 102,814 -2,956 -3%
NFG
224
Nations Financial Group
Iowa
$7.41M 100,856 +1,632 +2%
IA
225
IFG Advisory
Georgia
$7.33M 99,758 -2,306 -2%
7 8
9
10 11