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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

876 hedge funds and large institutions have $20.6B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 378 increasing their positions, 333 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
-46
Holders Change %
-4.99%
% of All Funds
19.35%
Holding in Top 10
236
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.6%
% of All Funds
5.21%
New
83
Increased
378
Reduced
333
Closed
118
Calls
$15.3M
Puts
$97.3M
Net Calls
-$82M
Net Calls Change
-$94.7M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$156M
2
M&T Bank
M&T Bank
New York
+$150M
3
Morgan Stanley
Morgan Stanley
New York
+$128M
4
NLI
Nippon Life Insurance
Japan
+$103M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$69.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$88M
3
SCA
Stuart Chaussee & Associates
California
-$83M
4
HI
Horizon Investments
North Carolina
-$75.6M
5
PI
PFS Investments
Georgia
-$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Prestige Wealth Management Group
New Jersey
$8.28M -$2.85M -52,818 -26%
MWM
227
McNaughton Wealth Management
California
$8.18M +$137K +2,528 +2%
WPIC
228
White Pine Investment Company
Michigan
$8.13M +$6.2M +114,835 +322%
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$8.11M +$224K +4,145 +3%
Allianz Asset Management
230
Allianz Asset Management
Germany
$8.1M -$4.35M -80,479 -35%
1832 Asset Management
231
1832 Asset Management
Ontario, Canada
$8.09M +$7.42M +182,933 +1,102%
AFC
232
Adaptive Financial Consulting
Ohio
$8.07M +$334K +6,193 +4%
RWG
233
Regal Wealth Group
California
$8.04M -$2.24M -41,455 -22%
GIA
234
Gladstone Institutional Advisory
Florida
$7.97M +$1.41M +26,183 +22%
MWM
235
MBE Wealth Management
Wisconsin
$7.92M +$632K +11,698 +9%
MA
236
MONECO Advisors
Connecticut
$7.89M -$145K -2,685 -2%
DL
237
DOHJ LLC
Washington
$7.79M +$491K +9,084 +7%
FAIM
238
Financial Advocates Investment Management
Washington
$7.76M -$1.5M -32,979 -16%
PP
239
PagnatoKarp Partners
Virginia
$7.76M -$1.44M -26,578 -16%
WWM
240
Western Wealth Management
Colorado
$7.73M -$1.99M -36,887 -20%
SWMG
241
Sanchez Wealth Management Group
Florida
$7.7M +$80.1K +1,483 +1%
Prudential Financial
242
Prudential Financial
New Jersey
$7.62M +$2.22M +41,047 +41%
LWAC
243
Laurel Wealth Advisors (California)
California
$7.58M +$3.9M +72,290 +106%
PWM
244
Provident Wealth Management
Tennessee
$7.46M -$2.09M -38,725 -22%
IF
245
IRON Financial
Illinois
$7.43M +$345K +6,385 +5%
OWA
246
Outlook Wealth Advisors
Texas
$7.42M -$1.65M -30,497 -18%
MNBTD
247
Moody National Bank Trust Division
Texas
$7.39M – – –
FSA
248
Financial Sense Advisors
California
$7.37M -$26K -482 -0.4%
EPA
249
Element Pointe Advisors
Florida
$7.28M -$54.2K -1,004 -0.7%
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$7.16M +$7.16M +132,521 New
8 9
10
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