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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 %
CWM
326
Cedar Wealth Management
California
$4.16M +$4.16M +77,030 New
WWM
327
Windsor Wealth Management
Indiana
$4.14M +$52.7K +975 +1%
JWBC
328
John W. Brooker & Co
California
$4.12M +$229K +4,234 +6%
BDS
329
Banco de Sabadell
Florida
$4.1M – – –
9WM
330
9258 Wealth Management
Ohio
$4.1M -$94.3K -1,587 -2%
BWP
331
Bernardo Wealth Planning
Pennsylvania
$4.09M -$3.54M -65,620 -46%
SCM
332
SCS Capital Management
Massachusetts
$4.08M -$7.57M -140,052 -65%
CAG
333
Csenge Advisory Group
Florida
$4.07M -$23.7K -438 -0.6%
LRPA
334
L. Roy Papp & Associates
Arizona
$4.06M +$583K +10,793 +17%
UB
335
UMB Bank
Missouri
$4.04M +$341K +6,323 +9%
IA
336
IFG Advisory
Georgia
$3.97M +$550K +10,189 +16%
AFP
337
Ausdal Financial Partners
Iowa
$3.95M +$2.72M +46,216 +221%
APSP
338
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.9M +$2.54K +47 +0.1%
FPS
339
Fieldpoint Private Securities
Connecticut
$3.89M -$82.3K -1,523 -2%
FHC
340
First Heartland Consultants
Missouri
$3.85M -$790K -14,617 -17%
PW
341
Price Wealth
Texas
$3.77M +$3.67M +67,964 +3,776%
PFG
342
PAX Financial Group
Texas
$3.74M -$489K -8,353 -12%
IP
343
Intellectus Partners
California
$3.74M -$119K -2,210 -3%
C
344
Clearshares
New York
$3.71M +$93.9K +1,738 +3%
WAS
345
Wealth Advisory Solutions
Indiana
$3.69M -$2.89M -53,579 -44%
BL
346
BFSG LLC
California
$3.68M +$79.6K +1,473 +2%
CF
347
Centaurus Financial
California
$3.68M +$416K +7,702 +13%
SXL
348
Summit X LLC
Missouri
$3.66M +$91.9K +1,705 +3%
CBFP
349
Cedar Brook Financial Partners
Ohio
$3.63M -$315K -5,829 -8%
LC
350
LCNB Corp
Ohio
$3.63M +$429K +7,935 +13%
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