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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 %
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$4.33M +$1.59M +24,919 +58%
BL
352
BFSG LLC
California
$4.29M -$113K -1,775 -3%
KA
353
Kovack Advisors
Florida
$4.29M +$173K +2,708 +4%
9WM
354
9258 Wealth Management
Ohio
$4.29M -$229K -3,707 -5%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$4.25M -$813K -12,287 -16%
MFM
356
Mirsky Financial Management
New York
$4.14M +$144K +2,260 +4%
CWM
357
Concentrum Wealth Management
California
$4.14M +$581K +9,118 +16%
WCM
358
WealthBridge Capital Management
Ohio
$4.14M -$209K -3,282 -5%
AFP
359
Ausdal Financial Partners
Iowa
$4.13M +$263K +4,119 +7%
NFG
360
Next Financial Group
Texas
$4.12M -$1.36M -21,302 -25%
BAM
361
Belpointe Asset Management
Nevada
$4.11M -$56K -879 -1%
VC
362
Vicus Capital
Pennsylvania
$4.09M -$51K -800 -1%
DMC
363
Drexel Morgan & Co
Pennsylvania
$4.05M -$14.3K -225 -0.4%
CA
364
Calton & Associates
Florida
$4.02M +$14.1K +222 +0.4%
GRP
365
Global Retirement Partners
California
$3.99M -$1.46M -22,989 -27%
BS
366
Banco Santander
Spain
$3.95M +$146K +2,291 +4%
CFD
367
Creative Financial Designs
Indiana
$3.92M +$814K +12,776 +26%
PFS
368
Prospera Financial Services
Texas
$3.92M -$3.29M -51,586 -46%
DADC
369
D.A. Davidson & Co
Montana
$3.87M +$214K +3,364 +6%
EIP
370
Ellis Investment Partners
Pennsylvania
$3.86M +$85.4K +1,340 +2%
FFWA
371
FRG Family Wealth Advisors
Washington
$3.82M -$926K -14,525 -20%
FPS
372
Fieldpoint Private Securities
Connecticut
$3.82M -$547K -8,581 -13%
VFM
373
Vivid Financial Management
California
$3.81M +$47.4K +744 +1%
TWM
374
Tolleson Wealth Management
Texas
$3.81M -$70.9K -1,112 -2%
SW
375
StrongBox Wealth
Missouri
$3.79M -$146K -2,291 -4%
13 14
15
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