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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 %
SW
276
SteelPeak Wealth
California
$5.77M -$4.96M -91,777 -46%
IWA
277
IBEX Wealth Advisors
New Jersey
$5.75M -$287K -5,319 -5%
FCT
278
Family Capital Trust
Massachusetts
$5.75M -$19.2K -314 -0.3%
CWA
279
Core Wealth Advisors
Florida
$5.64M +$72.4K +1,340 +1%
MWC
280
MKD Wealth Coaches
Michigan
$5.56M -$376K -6,963 -6%
NFG
281
Nations Financial Group
Iowa
$5.47M +$571K +10,578 +12%
MBTD
282
Mechanics Bank - Trust Department
California
$5.43M +$489K +9,062 +10%
WWM
283
WT Wealth Management
Arizona
$5.33M -$353K -6,534 -6%
TWM
284
Tolleson Wealth Management
Texas
$5.31M -$48.3M -893,923 -90%
PS
285
Portfolio Solutions
Michigan
$5.3M +$887K +16,432 +20%
FLA
286
Financial Life Advisors
Texas
$5.28M +$204K +3,777 +4%
BWM
287
Brickley Wealth Management
California
$5.26M +$3.78M +70,031 +256%
MAFM
288
Mid Atlantic Financial Management
Pennsylvania
$5.24M +$1.38M +25,465 +36%
DP
289
Denver PWM
Colorado
$5.23M +$587K +11,291 +13%
FHA
290
Flagship Harbor Advisors
Massachusetts
$5.11M -$267K -4,949 -5%
AA
291
Ancora Advisors
Ohio
$5.1M +$1.98M +36,592 +63%
GVAG
292
Great Valley Advisor Group
Delaware
$5.09M -$211K -3,906 -4%
FFG
293
Ford Financial Group
California
$5.07M -$183K -3,389 -3%
IWP
294
Icon Wealth Partners
Texas
$5.05M -$201K -3,720 -4%
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$5.02M +$2.03M +34,222 +68%
NFG
296
Next Financial Group
Texas
$4.96M -$716K -13,261 -13%
PFP
297
Pinnacle Financial Partners
Tennessee
$4.9M -$1.17M -21,660 -19%
AFG
298
Arkansas Financial Group
Arkansas
$4.83M +$863K +15,980 +22%
LPT
299
Legacy Private Trust
Wisconsin
$4.83M +$39.3K +727 +0.8%
EPP
300
ETF Portfolio Partners
Kansas
$4.82M +$4.82M +89,222 New
10 11
12
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