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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 %
SF
451
Symphony Financial
Texas
$2.52M -$2.79M -43,719 -53%
PFG
452
Pacific Financial Group
Washington
$2.51M -$2.57M -40,368 -51%
BFA
453
Beacon Financial Advisory
Ohio
$2.5M +$347K +5,441 +16%
SHIM
454
Stone House Investment Management
Pennsylvania
$2.47M +$17.5K +274 +0.7%
SMG
455
Spectrum Management Group
Indiana
$2.44M +$35.3K +554 +1%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$2.41M -$260K -4,074 -10%
MA
457
Mutual Advisors
Nebraska
$2.41M +$516K +8,101 +27%
MA
458
MCF Advisors
Kentucky
$2.39M +$121K +1,894 +5%
STB
459
S&T Bank
Pennsylvania
$2.39M -$145K -2,277 -6%
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$2.39M -$11.5K -181 -0.5%
RA
461
RFG Advisory
Alabama
$2.39M +$403K +6,331 +20%
FIA
462
Foundations Investment Advisors
Arizona
$2.38M +$883K +13,854 +59%
SVWAG
463
Sound View Wealth Advisors Group
Georgia
$2.26M -$9.24K -145 -0.4%
SWM
464
Sugarloaf Wealth Management
Georgia
$2.24M -$35.2K -553 -2%
FA
465
Forefront Analytics
Pennsylvania
$2.21M +$722K +11,321 +48%
I
466
INVST
Indiana
$2.21M +$286K +4,463 +15%
DE
467
Day & Ennis
Georgia
$2.2M -$56.2K -882 -2%
OMC
468
Old Mission Capital
Illinois
$2.19M +$1.1M +17,206 +101%
HFA
469
Hoover Financial Advisors
Pennsylvania
$2.18M – – –
SCP
470
Syntal Capital Partners
Texas
$2.15M +$27.7K +435 +1%
SF
471
Synovus Financial
Georgia
$2.14M +$1.36M +21,321 +173%
VHAM
472
Van Hulzen Asset Management
California
$2.13M +$198K +3,107 +10%
NL
473
NWAM LLC
Washington
$2.13M -$1.42M -22,206 -40%
FTS
474
Fifth Third Securities
Ohio
$2.12M +$317K +4,981 +18%
KOMWMG
475
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.12M +$152K +2,382 +8%
17 18
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