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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 %
SMG
376
Spectrum Management Group
Indiana
$3.19M +$3.18M +58,886 +31,322%
CWM
377
Cordatus Wealth Management
Pennsylvania
$3.17M +$176K +3,255 +6%
EFS
378
Essex Financial Services
Connecticut
$3.15M +$1.55M +28,760 +97%
WEPOG
379
Wealth Enhancement & Preservation of GA
Georgia
$3.14M +$3.14M +58,249 New
VWA
380
Visionary Wealth Advisors
Illinois
$3.12M +$287K +5,316 +10%
WFA
381
Wade Financial Advisory
California
$3.11M -$6.02M -111,514 -66%
WP
382
WealthShield Partners
North Carolina
$3.07M -$183K -3,381 -6%
SP
383
Symmetry Partners
Connecticut
$3.06M +$257K +4,752 +9%
EIP
384
Ellis Investment Partners
Pennsylvania
$3.04M -$43.5K -837 -1%
TI
385
Trexquant Investment
Connecticut
$3.03M +$2.04M +37,829 +206%
WA
386
Winfield Associates
Ohio
$3.02M -$212K -3,916 -7%
WB
387
Webster Bank
Connecticut
$3.01M +$594K +10,995 +25%
CWP
388
CFM Wealth Partners
Texas
$2.98M +$145K +2,676 +5%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.92M +$2.53M +46,827 +647%
TWM
390
Triton Wealth Management
Arizona
$2.91M +$2.91M +49,426 New
MAP
391
Milestone Advisory Partners
North Carolina
$2.89M +$85.4K +1,581 +3%
CAG
392
Curtis Advisory Group
California
$2.89M +$53.7K +994 +2%
BOPW
393
Brandywine Oak Private Wealth
Pennsylvania
$2.85M +$34K +629 +1%
WCM
394
Windham Capital Management
Massachusetts
$2.85M – – –
DE
395
Day & Ennis
Georgia
$2.84M -$1.15M -21,301 -29%
CNB
396
Camden National Bank
Maine
$2.82M +$258K +4,777 +10%
CFA
397
Cahill Financial Advisors
Minnesota
$2.82M +$23.7K +438 +0.8%
WCG
398
Wall Capital Group
Arizona
$2.8M +$66.9K +1,238 +2%
LFG
399
LifePlan Financial Group
Ohio
$2.78M +$76.6K +1,419 +3%
VWA
400
VERITY Wealth Advisors
United States
$2.77M -$2.49M -46,044 -47%
14 15
16
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