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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 %
RJA
1
Raymond James & Associates
Florida
$2.23B 30,316,375 +1,259,806 +4%
Bank of America
2
Bank of America
North Carolina
$1.74B 23,599,798 -2,484,734 -10%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B 15,435,038 -67,809 -0.4%
BlackRock
4
BlackRock
New York
$672M 9,126,433 -1,583,537 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$533M 7,242,435 -2,759,841 -28%
LPL Financial
6
LPL Financial
California
$533M 7,234,432 -1,030,278 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$476M 6,469,058 -657,250 -9%
Ameriprise
8
Ameriprise
Minnesota
$474M 6,439,072 +659,871 +11%
Wells Fargo
9
Wells Fargo
California
$467M 6,346,722 -3,189,967 -33%
UBS Group
10
UBS Group
Switzerland
$445M 6,043,121 -444,570 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$436M 5,928,935 +626,600 +12%
KFS
12
Kelly Financial Services
Massachusetts
$376M 27,702,782 +27,327,677 +7,285%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$351M 4,761,705 -955,437 -17%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$298M 4,048,931 -334,011 -8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$257M 3,489,336 -562,346 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$235M 3,198,237 -698,388 -18%
SEI Investments
17
SEI Investments
Pennsylvania
$227M 3,078,716 +206,511 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$178M 2,419,341 -46,472 -2%
US Bancorp
19
US Bancorp
Minnesota
$167M 2,274,062 -387,820 -15%
CFA
20
Carroll Financial Associates
North Carolina
$140M 1,905,261 -115,614 -6%
HI
21
Horizon Investments
North Carolina
$138M 1,872,516 +549,250 +42%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$135M 1,837,947 – –
CA
23
Cetera Advisors
Colorado
$135M 1,834,763 -233,172 -11%
CPO
24
Cerity Partners OCIO
New York
$126M 1,717,313 +52,972 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$122M 1,657,887 -46,102 -3%
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