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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 %
SEI Investments
26
SEI Investments
Pennsylvania
$134M -$20.4M -376,668 -13%
EMPI
27
Elo Mutual Pension Insurance
Finland
$130M -$18M -334,000 -12%
CA
28
Cetera Advisors
Colorado
$127M -$3.67M -67,911 -3%
SAM
29
Securian Asset Management
Minnesota
$124M +$9.52M +176,285 +8%
MML Investors Services
30
MML Investors Services
Massachusetts
$117M +$7.53M +139,388 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$115M +$11.9M +219,674 +11%
LFA
32
Legacy Financial Advisors
Kentucky
$109M -$3.82M -64,656 -3%
CFA
33
Carroll Financial Associates
North Carolina
$109M +$14.6M +270,195 +16%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$107M +$69.7M +1,289,600 +189%
DCC
35
Dow Chemical Company
Michigan
$105M -$4.78M -88,463 -4%
CC
36
Cassaday & Co
Virginia
$101M -$34.1M -631,181 -25%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$99.8M +$9.98M +184,842 +11%
Truist Financial
38
Truist Financial
North Carolina
$98.9M -$981K -18,172 -1%
SIRP
39
Shelter Insurance Retirement Plan
Missouri
$94.5M +$3.32M +61,500 +4%
AWS
40
AJ Wealth Strategies
New York
$81.7M +$43.6M +808,038 +115%
GT
41
Glenmede Trust
Pennsylvania
$80.1M – – –
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$74.1M -$28.6M -529,958 -28%
PAG
43
Private Advisor Group
New Jersey
$72.2M -$2.68M -49,578 -4%
CPO
44
Cerity Partners OCIO
New York
$71.8M +$1.94M +35,907 +3%
MFG
45
Merit Financial Group
Georgia
$67.3M +$52.2M +966,162 +345%
WAOI
46
Wealth Advisors of Iowa
Iowa
$65.4M +$65.4M +1,210,537 New
GW
47
GW & Wade
Massachusetts
$64.7M +$15.9M +294,582 +33%
GHA
48
GW Henssler & Associates
Georgia
$63.7M +$2.04M +37,743 +3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$56.6M -$2.57M -47,584 -4%
AWMS
50
Advocacy Wealth Management Services
Georgia
$56M +$11.4M +220,287 +26%
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