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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

899 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+23
Holders Change %
+2.63%
% of All Funds
18.48%
Holding in Top 10
219
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7.2%
% of All Funds
4.5%
New
97
Increased
331
Reduced
385
Closed
69
Calls
$20.9M
Puts
$582K
Net Calls
+$20.4M
Net Calls Change
+$102M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$245M
2
PPFA
Provida Pension Fund Administrator
Chile
+$80.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$69.6M
4
MFG
Merit Financial Group
Georgia
+$62.7M
5
SP
Symmetry Partners
Connecticut
+$52.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$393M
2
Osaic Holdings
Osaic Holdings
Arizona
-$265M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$123M
4
Wells Fargo
Wells Fargo
California
-$121M
5
KeyBank National Association
KeyBank National Association
Ohio
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$138M +$62.7M +1,034,396 +83%
PPFA
27
Provida Pension Fund Administrator
Chile
$136M +$80.3M +1,325,000 +144%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
EMPI
29
Elo Mutual Pension Insurance
Finland
$133M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$129M -$689K -11,370 -0.5%
CC
31
Cassaday & Co
Virginia
$125M +$11.9M +195,937 +10%
SAM
32
Securian Asset Management
Minnesota
$122M -$16.7M -275,100 -12%
CFA
33
Carroll Financial Associates
North Carolina
$121M -$631K -10,401 -0.5%
MML Investors Services
34
MML Investors Services
Massachusetts
$118M -$13.1M -216,115 -10%
DCC
35
Dow Chemical Company
Michigan
$117M – – –
SIRP
36
Shelter Insurance Retirement Plan
Missouri
$102M -$3.78M -62,400 -4%
LFA
37
Legacy Financial Advisors
Kentucky
$101M -$11.1M -183,127 -10%
Truist Financial
38
Truist Financial
North Carolina
$96.3M -$14.7M -242,048 -13%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$96.3M -$23.3M -384,400 -19%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$89.1M -$22.9M -377,427 -20%
PAG
41
Private Advisor Group
New Jersey
$89M +$7.91M +130,405 +10%
CPO
42
Cerity Partners OCIO
New York
$83.8M +$3.27M +54,006 +4%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$77.6M -$5.6M -92,301 -7%
GHA
44
GW Henssler & Associates
Georgia
$75.2M +$3.68M +60,715 +5%
GW
45
GW & Wade
Massachusetts
$73.3M +$632K +10,419 +0.9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$69.6M +$69.6M +1,147,861 New
AWMS
47
Advocacy Wealth Management Services
Georgia
$68.8M +$3.52M +58,082 +5%
GT
48
Glenmede Trust
Pennsylvania
$60.4M -$13.7M -225,299 -18%
JIC
49
Johnson Investment Counsel
Ohio
$58M +$4.32M +71,190 +8%
AWA
50
ARS Wealth Advisors
Florida
$56.5M -$2.05M -33,735 -3%
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