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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 %
FC
351
Ferris Capital
Massachusetts
$3.62M -$190K -3,510 -5%
BC
352
Brinker Capital
Pennsylvania
$3.61M -$583K -10,786 -14%
FHA
353
First Horizon Advisors
Tennessee
$3.61M +$192K +3,551 +6%
HA
354
HYA Advisors
Missouri
$3.61M +$33.7K +624 +0.9%
PAMG
355
Patton Albertson Miller Group
Tennessee
$3.59M -$36.6K -677 -1%
SHIM
356
Stone House Investment Management
Pennsylvania
$3.56M +$350K +6,476 +11%
BAM
357
Belpointe Asset Management
Nevada
$3.56M -$1.99M -36,802 -36%
BS
358
Banco Santander
Spain
$3.55M -$569K -10,534 -14%
DADC
359
D.A. Davidson & Co
Montana
$3.55M +$1.04M +19,313 +42%
SAM
360
Stringer Asset Management
Tennessee
$3.52M -$4.48K -83 -0.1%
EC
361
Estate Counselors
Wisconsin
$3.5M +$8.1K +150 +0.2%
LFPWM
362
Leicht Financial Planning & Wealth Management
New Jersey
$3.49M -$2.4M -44,425 -41%
KA
363
Kovack Advisors
Florida
$3.48M -$1.73M -32,100 -33%
WIA
364
World Investment Advisors
California
$3.48M +$462K +8,555 +15%
AL
365
Aspiriant LLC
California
$3.48M -$461K -8,527 -12%
DMC
366
Drexel Morgan & Co
Pennsylvania
$3.47M -$20.1K -373 -0.6%
IAP
367
Indie Asset Partners
Indiana
$3.46M -$463K -8,580 -12%
WCM
368
WealthBridge Capital Management
Ohio
$3.46M +$1.06M +19,542 +44%
BSAM
369
Blue Square Asset Management
New York
$3.42M -$1.04M -19,178 -23%
SFP
370
Shepherd Financial Partners
Massachusetts
$3.42M -$930K -17,215 -21%
VC
371
Vicus Capital
Pennsylvania
$3.38M -$2.96M -54,727 -47%
SW
372
StrongBox Wealth
Missouri
$3.37M +$3.37M +62,458 New
F
373
F3Logic
Minnesota
$3.29M -$3.53M -65,260 -52%
SCM
374
Smith Capital Management
Arkansas
$3.26M +$283K +5,240 +10%
NA
375
Navellier & Associates
Nevada
$3.24M +$3.24M +60,000 New
13 14
15
16 17