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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 %
GLA
451
Good Life Advisors
Pennsylvania
$2.03M +$50.6K +933 +3%
MFW
452
Mosaic Family Wealth
Missouri
$2.01M -$183K -3,382 -8%
MIH
453
Meitav Investment House
Israel
$2.01M +$1.02M +18,710 +103%
WGCA
454
Wolf Group Capital Advisors
Virginia
$2M +$155K +2,867 +8%
JFG
455
JMG Financial Group
Illinois
$2M +$120K +2,216 +6%
MA
456
MCF Advisors
Kentucky
$1.99M -$164K -3,036 -8%
TPA
457
Trivium Point Advisory
Connecticut
$1.98M +$1.98M +34,336 New
5L
458
55I LLC
Massachusetts
$1.96M +$1.01M +17,155 +107%
FCA
459
FinTrust Capital Advisors
South Carolina
$1.95M +$66.7K +1,235 +4%
CIBC World Market
460
CIBC World Market
Ontario, Canada
$1.94M +$1.6M +29,684 +476%
MHS
461
M Holdings Securities
Oregon
$1.89M -$96.8K -1,793 -5%
MWM
462
MorganRosel Wealth Management
Colorado
$1.86M -$2.22M -41,148 -55%
BFA
463
Beacon Financial Advisory
Ohio
$1.85M +$125K +2,311 +7%
FA
464
FMA Advisory
Pennsylvania
$1.85M -$105K -1,937 -5%
HFA
465
Hoover Financial Advisors
Pennsylvania
$1.85M – – –
JG
466
Jefferies Group
New York
$1.85M +$715K +13,230 +63%
CC
467
Courier Capital
New York
$1.83M +$123K +2,144 +7%
HC
468
HNP Capital
New York
$1.83M +$1.83M +31,984 New
KCM
469
Kathmere Capital Management
Pennsylvania
$1.83M +$522K +9,671 +40%
SIA
470
Strategic Investment Advisors
Michigan
$1.83M -$1.13M -20,872 -38%
I
471
INVST
Indiana
$1.81M +$389K +7,497 +27%
TFS
472
Thoroughbred Financial Services
Tennessee
$1.79M +$1.09M +20,189 +157%
WP
473
WealthPLAN Partners
Nebraska
$1.78M -$24M -414,134 -93%
BHWM
474
Bay Harbor Wealth Management
Maryland
$1.78M -$249K -4,609 -12%
FMWA
475
Forvis Mazars Wealth Advisors
Missouri
$1.78M -$9.67K -179 -0.5%
17 18
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