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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 %
DWM
301
Dakota Wealth Management
Florida
$6.1M +$454K +7,119 +8%
FFG
302
Ford Financial Group
California
$6.09M +$20.3K +319 +0.3%
AFS
303
Access Financial Services
Minnesota
$6.01M -$187K -2,937 -3%
CGFA
304
Colton Groome Financial Advisors
North Carolina
$5.96M +$4.31M +67,598 +261%
FCT
305
Family Capital Trust
Massachusetts
$5.88M -$99.4K -1,560 -2%
PG
306
Prostatis Group
Maryland
$5.84M +$1.6M +25,085 +38%
PA
307
PFG Advisors
Arizona
$5.72M -$148K -2,282 -3%
FHA
308
Flagship Harbor Advisors
Massachusetts
$5.69M -$776K -12,177 -12%
CI
309
Cavalier Investments
Georgia
$5.59M -$4.48M -70,232 -44%
BFG
310
Barber Financial Group
Kansas
$5.58M -$433K -6,796 -7%
MA
311
Modus Advisors
Minnesota
$5.56M -$1.3M -20,331 -19%
MLIC
312
Mandatum Life Insurance Company
Finland
$5.54M – – –
VWA
313
Visionary Wealth Advisors
Illinois
$5.46M -$732K -11,484 -12%
PAMG
314
Patton Albertson Miller Group
Tennessee
$5.42M +$40.8K +640 +0.8%
SFS
315
Sowell Financial Services
Arkansas
$5.39M +$772K +12,115 +17%
HFS
316
Horizon Financial Services
North Carolina
$5.37M +$5.37M +84,180 New
CB
317
Commerce Bank
Missouri
$5.36M +$625K +9,801 +13%
RF
318
RHS Financial
California
$5.36M +$605K +9,497 +13%
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.24M -$888K -13,935 -14%
HIM
320
HawsGoodwin Investment Management
Tennessee
$5.24M +$529K +8,303 +11%
PWA
321
Physician Wealth Advisors
Utah
$5.2M +$318K +5,085 +7%
Goldman Sachs
322
Goldman Sachs
New York
$5.16M +$171K +2,684 +3%
SIA
323
Soltis Investment Advisors
Utah
$5.11M -$482K -7,559 -9%
IP
324
Investment Partners
Ohio
$5.1M +$77.6K +1,217 +2%
CWM
325
Cedar Wealth Management
California
$5M +$80.3K +1,260 +2%
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