USMV icon

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 %
SIA
426
Strategic Investment Advisors
Michigan
$2.87M +$2.51M +39,419 +705%
VWA
427
VERITY Wealth Advisors
United States
$2.85M -$340K -5,342 -11%
HFRG
428
Houlihan Financial Resource Group
Virginia
$2.85M +$2.85M +42,527 New
HPC
429
Hobart Private Capital
North Carolina
$2.84M +$693K +10,867 +32%
FCA
430
FLC Capital Advisors
California
$2.83M +$619K +9,596 +28%
SA
431
Silversage Advisors
California
$2.83M -$5.09M -79,835 -64%
FC
432
Ferris Capital
Massachusetts
$2.82M -$392K -6,151 -12%
TWM
433
Triton Wealth Management
Arizona
$2.82M -$147K -2,281 -5%
MWM
434
Marietta Wealth Management
Georgia
$2.79M +$2.52M +39,465 +925%
WI
435
WrapManager Inc
California
$2.79M +$161K +2,519 +6%
BSAM
436
Blue Square Asset Management
New York
$2.78M +$840K +13,181 +43%
PWM
437
Perigon Wealth Management
California
$2.75M +$147K +2,311 +6%
MWM
438
MorganRosel Wealth Management
Colorado
$2.74M +$58.6K +919 +2%
Mirae Asset Global Investments
439
Mirae Asset Global Investments
South Korea
$2.73M – – –
LWM
440
Lionsbridge Wealth Management
Florida
$2.7M -$20.1K -316 -0.7%
HR
441
Hardy Reed
Mississippi
$2.7M +$200K +3,132 +8%
LC
442
LCNB Corp
Ohio
$2.7M -$1.69M -26,541 -39%
MSA
443
Marino Stram & Associates
Massachusetts
$2.65M -$122K -1,922 -4%
SFI
444
SPC Financial Inc
Maryland
$2.63M +$338K +5,300 +15%
CAM
445
Concorde Asset Management
Michigan
$2.63M +$80.6K +1,265 +3%
APA
446
American Portfolios Advisors
New York
$2.61M +$315K +4,936 +14%
WGCA
447
Wolf Group Capital Advisors
Virginia
$2.58M +$172K +2,703 +7%
ECM
448
Evergreen Capital Management
Washington
$2.57M +$765 +12 +0%
TSA
449
Tri-Star Advisors
Texas
$2.55M +$414K +6,310 +19%
AF
450
Advisornet Financial
Minnesota
$2.54M -$122K -1,916 -5%
16 17
18
19 20