USMV icon

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 %
CWG
476
Cornerstone Wealth Group
North Carolina
$1.77M +$1.77M +32,809 New
Creative Planning
477
Creative Planning
Kansas
$1.74M -$465K -8,605 -21%
MA
478
Mutual Advisors
Nebraska
$1.72M -$12.5M -232,009 -88%
SFI
479
SPC Financial Inc
Maryland
$1.7M +$495K +9,157 +41%
WWM
480
WJ Wealth Management
Arizona
$1.7M +$141K +2,605 +9%
LC
481
Lubar & Co
Wisconsin
$1.69M – – –
SI
482
Stephens Inc
Arkansas
$1.68M -$2.74M -50,756 -62%
TD Asset Management
483
TD Asset Management
Ontario, Canada
$1.67M +$240K +4,445 +17%
Citadel Advisors
484
Citadel Advisors
Florida
$1.67M -$584K -10,805 -26%
RI
485
Ridgewood Investments
New Jersey
$1.66M -$58.6K -1,085 -3%
TF
486
Trek Financial
Arizona
$1.65M -$2.54M -38,716 Closed
WQ
487
Wealth Quarterback
New Jersey
$1.64M +$232K +4,224 +16%
LWM
488
Liberty Wealth Management
California
$1.64M -$77.3K -1,421 -5%
XS
489
XR Securities
Illinois
$1.63M +$1.63M +30,184 New
MCA
490
Magnolia Capital Advisors
Mississippi
$1.63M +$111K +2,061 +7%
MC
491
Moors & Cabot
Massachusetts
$1.61M -$244K -4,519 -13%
SG
492
StoneX Group
New York
$1.61M -$276K -5,113 -15%
DACG
493
Donor Advised Charitable Giving
California
$1.61M – – –
LHC
494
Little House Capital
Massachusetts
$1.59M +$1.59M +29,396 New
DIA
495
Dana Investment Advisors
Wisconsin
$1.58M -$451K -8,351 -22%
PWAC
496
Private Wealth Advisors (California)
California
$1.58M +$75K +1,389 +5%
6M
497
6 Meridian
Kansas
$1.57M -$1.74M -32,299 -53%
ACA
498
Aptus Capital Advisors
Alabama
$1.56M -$1.53M -28,287 -49%
PIMG
499
Patriot Investment Management Group
Tennessee
$1.54M +$104K +1,934 +7%
GWM
500
Greenwich Wealth Management
Connecticut
$1.53M +$736K +13,627 +93%
18 19
20
21 22