USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$214M
3
BlackRock
3
BlackRock
New York
$873M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$110M
5
AWM
5
AE Wealth Management
Kansas
$93.8M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$2.59B 31,999,202 +858,585 +3%
Bank of America
2
Bank of America
North Carolina
$1.79B 22,171,106 -722,532 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.3B 16,065,630 +571,180 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.12B 13,886,161 +6,568,960 +90%
BlackRock
5
BlackRock
New York
$873M 10,791,067 +1,946,838 +22%
LPL Financial
6
LPL Financial
California
$626M 7,739,843 +723,835 +10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$558M 6,897,270 +439,902 +7%
Wells Fargo
8
Wells Fargo
California
$479M 5,921,202 -259,995 -4%
UBS Group
9
UBS Group
Switzerland
$465M 5,750,063 -34,796 -0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$440M 5,436,790 -620,721 -10%
Ameriprise
11
Ameriprise
Minnesota
$422M 5,220,162 -540,804 -9%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$332M 4,106,562 -230,418 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$306M 3,778,090 -127,656 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$269M 3,327,415 -40,515 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$254M 3,143,526 +456,709 +17%
SEI Investments
16
SEI Investments
Pennsylvania
$245M 3,031,420 +48,533 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$214M 2,645,044 +2,645,044 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$186M 2,297,304 -138,186 -6%
US Bancorp
19
US Bancorp
Minnesota
$181M 2,235,118 +171,713 +8%
HI
20
Horizon Investments
North Carolina
$173M 2,142,393 -317,129 -13%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$169M 2,094,951 +511,514 +32%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$152M 1,879,800 +589,500 +46%
CFA
23
Carroll Financial Associates
North Carolina
$146M 1,816,413 -20,427 -1%
CA
24
Cetera Advisors
Colorado
$139M 1,718,937 -765,769 -31%
CPO
25
Cerity Partners OCIO
New York
$138M 1,711,085 -48,230 -3%
1
2 3 4 5