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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 %
RJA
1
Raymond James & Associates
Florida
$2.29B 31,140,617 +824,242 +3%
Bank of America
2
Bank of America
North Carolina
$1.68B 22,893,638 -706,160 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B 15,494,450 +59,412 +0.4%
BlackRock
4
BlackRock
New York
$650M 8,844,229 -282,204 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$538M 7,317,201 +74,766 +1%
LPL Financial
6
LPL Financial
California
$516M 7,016,008 -218,424 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$475M 6,457,368 +528,433 +9%
Wells Fargo
8
Wells Fargo
California
$454M 6,181,197 -165,525 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$445M 6,057,511 -411,547 -6%
UBS Group
10
UBS Group
Switzerland
$425M 5,784,859 -258,262 -4%
Ameriprise
11
Ameriprise
Minnesota
$423M 5,760,966 -678,106 -11%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$319M 4,336,980 -424,725 -9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$287M 3,905,746 -143,185 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$248M 3,367,930 -121,406 -3%
SEI Investments
15
SEI Investments
Pennsylvania
$219M 2,982,887 -95,829 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$198M 2,686,817 -511,420 -16%
CA
17
Cetera Advisors
Colorado
$183M 2,484,706 +649,943 +35%
HI
18
Horizon Investments
North Carolina
$181M 2,459,522 +587,006 +31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$179M 2,435,490 +16,149 +0.7%
US Bancorp
20
US Bancorp
Minnesota
$152M 2,063,405 -210,657 -9%
Allianz Asset Management
21
Allianz Asset Management
Germany
$150M 2,037,200 +545,291 +37%
CFA
22
Carroll Financial Associates
North Carolina
$135M 1,836,840 -68,421 -4%
CPO
23
Cerity Partners OCIO
New York
$129M 1,759,315 +42,002 +2%
BCM
24
Brookstone Capital Management
Illinois
$123M 1,653,246 +41,143 +3%
SAM
25
Securian Asset Management
Minnesota
$118M 1,603,571 -47,460 -3%
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