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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 %
Rockefeller Capital Management
501
Rockefeller Capital Management
New York
$1.53M +$1.45M +26,921 +1,889%
KOMWMG
502
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M +$574K +10,626 +60%
FTS
503
Fifth Third Securities
Ohio
$1.49M -$1.31M -24,296 -47%
DAS
504
Dynamic Advisor Solutions
Arizona
$1.48M +$107K +1,974 +8%
CG
505
Caprock Group
Idaho
$1.46M +$845K +15,643 +137%
SFG
506
StrategIQ Financial Group
Indiana
$1.45M +$274K +5,063 +23%
APA
507
American Portfolios Advisors
New York
$1.45M -$1.79M -33,145 -55%
NWP
508
Northstar Wealth Partners
Connecticut
$1.44M -$15.1K -279 -1%
SCM
509
Southport Capital Management
Tennessee
$1.44M -$83.1K -1,539 -5%
ELI
510
Empire Life Investments
Ontario, Canada
$1.44M +$654K +12,113 +84%
NWS
511
Newport Wealth Strategies
California
$1.42M -$733K -12,306 -34%
UIA
512
UBP Investment Advisors
Switzerland
$1.42M – – –
CWM
513
Centric Wealth Management
Illinois
$1.41M +$12.1K +193 +0.9%
TA
514
TCG Advisors
Texas
$1.41M +$1.03M +19,071 +268%
SCP
515
Syntal Capital Partners
Texas
$1.41M +$676K +12,515 +92%
HF
516
HRT Financial
New York
$1.4M +$924K +17,119 +194%
EA
517
Efficient Advisors
Ohio
$1.4M +$256K +4,735 +22%
SFWC
518
Strategic Family Wealth Counselors
New Jersey
$1.38M +$759K +14,050 +123%
SSWM
519
Sheets Smith Wealth Management
North Carolina
$1.36M +$1.36M +25,136 New
FPCP
520
Fort Point Capital Partners
California
$1.36M -$144K -2,657 -10%
WF
521
Welch & Forbes
Massachusetts
$1.35M -$8.64K -160 -0.6%
ONB
522
Old National Bancorp
Indiana
$1.33M -$394K -7,300 -23%
VI
523
Vestcor Inc
New Brunswick, Canada
$1.32M -$5.87M -108,614 -82%
APWM
524
Atlas Private Wealth Management
New York
$1.31M +$42.6K +788 +3%
JSL
525
JT Stratford LLC
Georgia
$1.3M -$544K -10,080 -29%
19 20
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