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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 %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$7.16M -$1.25M -23,583 -15%
MCIA
252
Mountain Capital Investment Advisors
Colorado
$7.13M -$414K -7,000 -5%
GRP
253
Global Retirement Partners
California
$7.13M +$666K +12,333 +10%
SFS
254
Sowell Financial Services
Arkansas
$7.11M +$232K +4,294 +3%
MWM
255
Mattern Wealth Management
Kansas
$6.98M +$5.23M +96,796 +299%
MA
256
Modus Advisors
Minnesota
$6.88M +$187K +3,466 +3%
AIC
257
Ameritas Investment Company
Nebraska
$6.84M +$2.05M +38,117 +43%
OAJ
258
Ogorek Anthony Joseph
New York
$6.81M -$10.4M -191,895 -60%
MWP
259
Meridian Wealth Partners
Pennsylvania
$6.71M +$488K +9,027 +8%
SA
260
Silversage Advisors
California
$6.7M -$45.5K -843 -0.7%
Lido Advisors
261
Lido Advisors
California
$6.62M -$1.83M -33,926 -22%
VCP
262
Verus Capital Partners
Arizona
$6.58M +$1.17M +21,724 +22%
FFG
263
Frisch Financial Group
New York
$6.57M +$6.57M +121,535 New
CFG
264
Citizens Financial Group
Rhode Island
$6.52M -$3.88M -71,773 -37%
PFS
265
Prospera Financial Services
Texas
$6.38M -$577K -10,678 -8%
FFC
266
Fure Financial Corporation
Minnesota
$6.35M +$270K +4,995 +4%
TWM
267
Trinity Wealth Management
Pennsylvania
$6.2M -$1.72M -31,889 -22%
ACM
268
Armbruster Capital Management
New York
$6.06M +$4.58M +84,811 +310%
AWM
269
Alterna Wealth Management
Texas
$6.03M -$1.85M -34,191 -23%
Two Sigma Investments
270
Two Sigma Investments
New York
$5.97M -$43.2M -799,900 -88%
FEG
271
Financial Enhancement Group
Indiana
$5.95M +$869K +16,090 +17%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.95M +$118K +2,191 +2%
BRG
273
Bay Rivers Group
Virginia
$5.94M +$972 +18 +0%
GA
274
Geller Advisors
New York
$5.89M +$2.56M +47,437 +77%
AFS
275
Access Financial Services
Minnesota
$5.82M -$2.17M -40,166 -27%
9 10
11
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