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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 %
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$4.8M +$4.8M +88,915 New
RF
302
RHS Financial
California
$4.8M -$536K -9,929 -10%
RICHC
303
Renaissance Investment Consultants Holding Company
Pennsylvania
$4.78M +$199K +3,691 +4%
GI
304
Glovista Investments
New Jersey
$4.77M -$556K -10,294 -10%
CWA
305
Clarus Wealth Advisors
Arizona
$4.74M +$4.74M +90,571 New
Qube Research & Technologies (QRT)
306
Qube Research & Technologies (QRT)
United Kingdom
$4.72M -$3.64M -67,358 -44%
VBFG
307
Vishria Bird Financial Group
Tennessee
$4.71M +$176K +3,251 +4%
RFC
308
Regions Financial Corp
Alabama
$4.7M +$4.14M +76,675 +744%
MLIC
309
Mandatum Life Insurance Company
Finland
$4.7M – – –
FF
310
Friedenthal Financial
New Jersey
$4.68M -$880K -16,285 -16%
PA
311
PFG Advisors
Arizona
$4.66M -$664K -11,283 -12%
BFG
312
Barber Financial Group
Kansas
$4.63M -$13.2M -244,889 -74%
AF
313
Allworth Financial
California
$4.61M -$212K -3,921 -4%
CWS
314
Cypress Wealth Services
California
$4.58M +$371K +6,874 +9%
DWM
315
Dakota Wealth Management
Florida
$4.56M +$303K +5,609 +7%
FFWA
316
FRG Family Wealth Advisors
Washington
$4.53M -$31.6K -585 -0.7%
HIM
317
HawsGoodwin Investment Management
Tennessee
$4.43M +$18.1K +336 +0.4%
KL
318
KWMG LLC
Kansas
$4.4M +$1.85M +34,174 +72%
VWA
319
V Wealth Advisors
Kansas
$4.38M -$1.29M -23,852 -23%
PWMAG
320
Pinnacle Wealth Management Advisory Group
New Jersey
$4.37M -$1.95M -36,028 -31%
SF
321
Symphony Financial
Texas
$4.34M +$4.34M +78,448 New
PWA
322
Physician Wealth Advisors
Utah
$4.32M -$625K -10,712 -13%
PFG
323
Pacific Financial Group
Washington
$4.32M -$43.7M -809,763 -91%
CB
324
Commerce Bank
Missouri
$4.24M +$2.02M +37,450 +91%
IP
325
Investment Partners
Ohio
$4.24M +$2.74M +50,698 +183%
11 12
13
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