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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 %
CNB
376
Camden National Bank
Maine
$3.79M +$164K +2,571 +5%
TRCT
377
Tower Research Capital (TRC)
New York
$3.77M +$3.77M +59,090 New
WC
378
Wealth CMT
New Jersey
$3.75M +$282K +4,424 +8%
SCM
379
Smith Capital Management
Arkansas
$3.73M +$10.1K +158 +0.3%
WIA
380
World Investment Advisors
California
$3.73M -$124K -1,945 -3%
SAM
381
Stringer Asset Management
Tennessee
$3.72M +$3.72M +58,325 New
EFS
382
Essex Financial Services
Connecticut
$3.71M +$268K +4,213 +8%
PWMAG
383
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M -$319K -5,003 -8%
TI
384
Trexquant Investment
Connecticut
$3.66M +$1.33M +20,872 +57%
CAG
385
Curtis Advisory Group
California
$3.65M +$43.7K +686 +1%
APWA
386
Atlas Private Wealth Advisors
New Jersey
$3.62M -$411K -6,456 -10%
GM
387
GeoWealth Management
Illinois
$3.6M +$3.6M +56,456 New
WB
388
Webster Bank
Connecticut
$3.58M -$172K -2,698 -5%
EC
389
Estate Counselors
Wisconsin
$3.58M +$50.1K +730 +1%
AWM
390
Alterna Wealth Management
Texas
$3.58M -$4.71M -73,834 -57%
WEPOG
391
Wealth Enhancement & Preservation of GA
Georgia
$3.57M +$965K +15,154 +37%
WCG
392
Wall Capital Group
Arizona
$3.57M +$102K +1,598 +3%
PCIG
393
Partners Capital Investment Group
Massachusetts
$3.52M -$21.2M -333,176 -86%
CWM
394
Cordatus Wealth Management
Pennsylvania
$3.52M -$240K -3,761 -6%
PTC
395
Private Trust Company
Ohio
$3.51M -$134K -2,110 -4%
BOPW
396
Brandywine Oak Private Wealth
Pennsylvania
$3.51M +$34.3K +539 +1%
CLOS
397
Compagnie Lombard Odier SCmA
Switzerland
$3.51M +$3.51M +55,000 New
FTUS
398
Flow Traders U.S.
New York
$3.48M +$3.48M +54,627 New
FHC
399
First Heartland Consultants
Missouri
$3.42M -$669K -10,499 -16%
MWM
400
Minot Wealth Management
Massachusetts
$3.4M +$66.2K +1,038 +2%
14 15
16
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