USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$91.8M
2
HI
Horizon Investments
North Carolina
+$90.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.1M
4
PI
PFS Investments
Georgia
+$57.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$250M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Bank of America
Bank of America
North Carolina
-$134M
4
KeyBank National Association
KeyBank National Association
Ohio
-$118M
5
PPFA
Provida Pension Fund Administrator
Chile
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
226
Milestone Advisory Partners
North Carolina
$9.91M +$577K +9,056 +6%
ACM
227
Allred Capital Management
Texas
$9.89M -$458K -7,184 -4%
AAP
228
Arax Advisory Partners
Colorado
$9.73M +$111K +1,742 +1%
WPIC
229
White Pine Investment Company
Michigan
$9.72M -$281K -4,404 -3%
GC
230
GFG Capital
Florida
$9.55M +$44K +690 +0.5%
FSA
231
Financial Sense Advisors
California
$9.46M -$491K -7,712 -5%
SWMG
232
Sanchez Wealth Management Group
Florida
$9.35M +$235K +3,689 +3%
OAJ
233
Ogorek Anthony Joseph
New York
$9.28M -$59.4K -932 -0.6%
MWP
234
Meridian Wealth Partners
Pennsylvania
$9.25M +$360K +5,645 +4%
RWG
235
Regal Wealth Group
California
$9.25M +$34.8K +546 +0.4%
MA
236
MONECO Advisors
Connecticut
$9.21M -$218K -3,427 -2%
MPW
237
MA Private Wealth
California
$9.12M +$90.2K +1,416 +1%
KPWS
238
Kestra Private Wealth Services
Texas
$9.12M +$9.12M +143,153 New
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$9.05M +$72.5K +1,511 +0.8%
William Blair & Company
240
William Blair & Company
Illinois
$8.93M +$43.1K +677 +0.5%
GIA
241
Gladstone Institutional Advisory
Florida
$8.73M -$90.8K -1,424 -1%
MNBTD
242
Moody National Bank Trust Division
Texas
$8.72M – – –
IB
243
Intrust Bank
Kansas
$8.7M +$4.43M +69,511 +104%
EPA
244
Element Pointe Advisors
Florida
$8.59M – – –
FWP
245
FAS Wealth Partners
Kansas
$8.5M -$1.66M -26,010 -16%
RPSA
246
Richard P. Slaughter Associates
Texas
$8.28M -$5.4M -84,752 -39%
HWA
247
Hilltop Wealth Advisors
North Carolina
$8.25M +$227K +3,560 +3%
SHJ
248
Sharkey, Howes & Javer
Colorado
$8.25M -$4.9M -76,819 -37%
PWM
249
Provident Wealth Management
Tennessee
$8.16M -$623K -9,770 -7%
WWM
250
Western Wealth Management
Colorado
$8.09M -$753K -11,807 -9%
8 9
10
11 12