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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 %
PWAG
326
Polaris Wealth Advisory Group
California
$4.98M +$4.98M +77,069 New
GCM
327
Gibraltar Capital Management
Oklahoma
$4.9M -$141K -2,216 -3%
BDS
328
Banco de Sabadell
Florida
$4.78M – – –
SW
329
SteelPeak Wealth
California
$4.77M +$11.9K +186 +0.2%
CF
330
Centaurus Financial
California
$4.73M +$662K +10,393 +16%
MWM
331
Mattern Wealth Management
Kansas
$4.71M -$2.17M -34,001 -32%
AF
332
Allworth Financial
California
$4.69M -$455K -7,135 -9%
GI
333
Glovista Investments
New Jersey
$4.68M -$205K -3,206 -4%
UB
334
UMB Bank
Missouri
$4.66M – – –
LPT
335
Legacy Private Trust
Wisconsin
$4.65M -$596K -9,350 -11%
APSP
336
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.65M -$103K -1,623 -2%
CBFP
337
Cedar Brook Financial Partners
Ohio
$4.61M +$2.23K +35 +0%
CFA
338
Cahill Financial Advisors
Minnesota
$4.58M -$46.1K -723 -1%
HA
339
HYA Advisors
Missouri
$4.57M +$172K +2,706 +4%
IWP
340
Icon Wealth Partners
Texas
$4.55M +$214K +3,357 +5%
Wealth Enhancement Advisory Services
341
Wealth Enhancement Advisory Services
Minnesota
$4.47M -$199 -3 -0%
KWM
342
Kingsview Wealth Management
Oregon
$4.47M +$1.11M +17,475 +33%
PFG
343
PAX Financial Group
Texas
$4.45M +$82.4K +1,293 +2%
WWM
344
Windsor Wealth Management
Indiana
$4.45M -$183K -2,850 -4%
WFA
345
Wade Financial Advisory
California
$4.43M +$318K +4,988 +8%
FHA
346
First Horizon Advisors
Tennessee
$4.4M -$247K -3,871 -5%
C
347
Clearshares
New York
$4.38M – – –
GVAG
348
Great Valley Advisor Group
Delaware
$4.37M -$1.82M -28,606 -29%
CFG
349
Cooper Financial Group
California
$4.37M +$213K +3,338 +5%
LRPA
350
L. Roy Papp & Associates
Arizona
$4.35M +$20.3K +319 +0.5%
12 13
14
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