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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 %
RJA
1
Raymond James & Associates
Florida
$2.01B 29,056,569 +1,281,890 +5%
Bank of America
2
Bank of America
North Carolina
$1.8B 26,084,532 -8,435,227 -24%
Morgan Stanley
3
Morgan Stanley
New York
$1.07B 15,502,847 -2,132,155 -12%
BlackRock
4
BlackRock
New York
$741M 10,709,970 -1,161,670 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$692M 10,002,276 -5,745,466 -36%
Wells Fargo
6
Wells Fargo
California
$660M 9,536,689 -2,233,166 -19%
LPL Financial
7
LPL Financial
California
$572M 8,264,710 -2,307,995 -22%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$493M 7,126,308 -2,065,537 -22%
UBS Group
9
UBS Group
Switzerland
$449M 6,487,691 -1,032,779 -14%
Ameriprise
10
Ameriprise
Minnesota
$403M 5,779,201 -2,886,347 -33%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$396M 5,717,142 -1,278,001 -18%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$367M 5,302,335 +492,813 +10%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$303M 4,382,942 -851,618 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$280M 4,051,682 -786,932 -16%
Osaic Holdings
15
Osaic Holdings
Arizona
$270M 3,896,625 -1,388,339 -26%
SEI Investments
16
SEI Investments
Pennsylvania
$195M 2,872,205 – –
US Bancorp
17
US Bancorp
Minnesota
$184M 2,661,882 -611,130 -19%
BCM
18
Brookstone Capital Management
Illinois
$173M 2,501,371 -603,297 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$171M 2,465,813 -253,900 -9%
CA
20
Cetera Advisors
Colorado
$143M 2,067,935 -404,269 -16%
CFA
21
Carroll Financial Associates
North Carolina
$140M 2,020,875 -1,870 -0.1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$135M 1,837,947 – –
Two Sigma Advisers
23
Two Sigma Advisers
New York
$131M 1,897,000 +176,900 +10%
Mariner
24
Mariner
Kansas
$123M 1,772,789 -928,245 -34%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$118M 1,703,989 -216,734 -11%
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