USMV icon

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 %
BFEC
401
Benjamin F. Edwards & Company
Missouri
$2.76M -$530K -9,805 -16%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$2.74M +$1.66M +30,783 +155%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$2.72M -$59.4K -1,100 -2%
PTC
404
Private Trust Company
Ohio
$2.7M -$394K -7,300 -13%
SFM
405
Signet Financial Management
New Jersey
$2.7M +$2.7M +46,389 New
CWM
406
Concentrum Wealth Management
California
$2.7M -$191K -3,542 -7%
VWM
407
Vigilare Wealth Management
Arizona
$2.69M +$1.55M +28,659 +136%
CAM
408
Concorde Asset Management
Michigan
$2.68M -$220K -4,077 -8%
Mirae Asset Global Investments
409
Mirae Asset Global Investments
South Korea
$2.67M +$762K +14,100 +40%
MWM
410
Minot Wealth Management
Massachusetts
$2.62M +$907K +16,795 +53%
GM
411
GeoWealth Management
Illinois
$2.57M -$2.15M -39,785 -46%
OWM
412
Opes Wealth Management
California
$2.56M -$255K -4,718 -9%
IC
413
Inscription Capital
Texas
$2.55M -$834K -15,443 -25%
CA
414
Corrado Advisors
New Jersey
$2.54M +$1.01M +18,711 +66%
ACM
415
AlphaStar Capital Management
North Carolina
$2.53M +$2.25M +39,309 +825%
BA
416
Ballew Advisors
Mississippi
$2.52M +$38.9K +720 +2%
WC
417
Wealth CMT
New Jersey
$2.52M +$562K +10,401 +29%
HPC
418
Hobart Private Capital
North Carolina
$2.47M +$193K +3,582 +8%
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$2.47M +$209K +3,878 +9%
PIA
420
Perennial Investment Advisors
California
$2.46M +$120K +2,230 +5%
RPGK
421
Retirement Planning Group (Kansas)
Kansas
$2.45M -$484K -8,958 -16%
SBA
422
Secrest Blakey & Associates
North Carolina
$2.42M +$984K +18,228 +69%
MSA
423
Marino Stram & Associates
Massachusetts
$2.39M +$73.8K +1,367 +3%
HFRG
424
Houlihan Financial Resource Group
Virginia
$2.37M +$65.9K +1,221 +3%
Bank of Nova Scotia
425
Bank of Nova Scotia
Ontario, Canada
$2.34M +$115K +2,136 +5%
15 16
17
18 19