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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 %
SF
426
Synovus Financial
Georgia
$2.32M +$1.75M +32,405 +308%
FFN
427
Focus Financial Network
Minnesota
$2.32M -$972K -18,000 -30%
FFS
428
Founders Financial Securities
Maryland
$2.31M -$3.88M -71,877 -63%
HI
429
Horizon Investments
North Carolina
$2.31M -$75.6M -1,399,616 -97%
PA
430
PSI Advisors
Florida
$2.3M -$105K -1,955 -4%
MSAM
431
Moloney Securities Asset Management
Missouri
$2.3M +$42.5K +786 +2%
VAG
432
VisionPoint Advisory Group
Texas
$2.29M -$48.6K -899 -2%
SAG
433
Spotlight Asset Group
Illinois
$2.29M +$25K +463 +1%
LWM
434
Lionsbridge Wealth Management
Florida
$2.29M -$2.06M -38,069 -47%
ECM
435
Evergreen Capital Management
Washington
$2.28M +$4K +74 +0.2%
1WA
436
180 Wealth Advisors
Washington
$2.27M +$163K +3,061 +8%
PWM
437
Perigon Wealth Management
California
$2.24M +$1.87M +31,642 +504%
CWM
438
CCG Wealth Management
California
$2.23M -$326K -6,035 -13%
RSWM
439
Robertson Stephens Wealth Management
California
$2.22M +$418K +7,749 +23%
STB
440
S&T Bank
Pennsylvania
$2.22M +$453K +7,493 +26%
SC
441
Scotia Capital
Ontario, Canada
$2.2M -$1.37M -25,445 -38%
CFD
442
Creative Financial Designs
Indiana
$2.16M -$2.33M -43,171 -52%
CBT
443
Central Bank & Trust
Kentucky
$2.13M -$3.83M -70,964 -64%
KWM
444
Kingsview Wealth Management
Oregon
$2.12M +$511K +9,467 +32%
HR
445
Hardy Reed
Mississippi
$2.12M – – –
EWM
446
Edge Wealth Management
New York
$2.12M +$1.74K +32 +0.1%
SWM
447
Sugarloaf Wealth Management
Georgia
$2.11M -$288K -5,339 -12%
OC
448
Oppenheimer & Co
New York
$2.1M -$951K -17,607 -31%
RA
449
RFG Advisory
Alabama
$2.06M -$1.07M -19,872 -34%
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$2.04M -$180K -3,325 -8%
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