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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 %
JWCA
251
J.W. Cole Advisors
Florida
$8.08M -$553K -8,679 -6%
BWP
252
Bernardo Wealth Planning
Pennsylvania
$8.07M +$445K +6,986 +6%
FEG
253
Financial Enhancement Group
Indiana
$8.04M -$167K -2,628 -2%
CAM
254
Cozad Asset Management
Illinois
$7.98M +$283K +4,446 +4%
Lido Advisors
255
Lido Advisors
California
$7.92M +$401K +6,294 +5%
Prudential Financial
256
Prudential Financial
New Jersey
$7.9M +$508K +7,969 +7%
BWM
257
Brickley Wealth Management
California
$7.89M +$673K +10,447 +9%
CAM
258
Cresset Asset Management
Illinois
$7.88M -$229K -3,598 -3%
WAS
259
Wealth Advisory Solutions
Indiana
$7.81M +$73K +1,146 +0.9%
AIC
260
Ameritas Investment Company
Nebraska
$7.63M – – –
FFC
261
Fure Financial Corporation
Minnesota
$7.46M -$42K -659 -0.6%
AIP
262
Ahrens Investment Partners
Louisiana
$7.33M -$2.53M -39,667 -26%
FFG
263
Frisch Financial Group
New York
$7.23M -$105K -1,655 -1%
MWM
264
MBE Wealth Management
Wisconsin
$7.18M +$4.37K +72 +0.1%
MWC
265
MKD Wealth Coaches
Michigan
$7.16M -$2M -31,414 -22%
Brown Advisory
266
Brown Advisory
Maryland
$7.14M -$4.22M -66,237 -37%
BFA
267
Beaumont Financial Advisors
Massachusetts
$7.12M +$1.06M +16,668 +18%
IF
268
IRON Financial
Illinois
$7.01M -$289K -4,540 -4%
FGA
269
Fortis Group Advisors
New Jersey
$6.99M +$6.99M +109,682 New
BRG
270
Bay Rivers Group
Virginia
$6.99M -$45.9K -721 -0.7%
IWA
271
IBEX Wealth Advisors
New Jersey
$6.98M +$63.1K +990 +0.9%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$6.94M -$365K -5,717 -5%
AL
273
Aspiriant LLC
California
$6.91M -$2.39M -37,570 -26%
FLA
274
Financial Life Advisors
Texas
$6.89M +$224K +3,517 +3%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$6.88M +$480K +7,533 +8%
9 10
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