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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 %
BCA
526
Bay Colony Advisors
Massachusetts
$1.3M -$307K -5,680 -19%
AWA
527
Arete Wealth Advisors
Illinois
$1.28M +$710K +13,151 +124%
TW
528
TrinityPoint Wealth
Connecticut
$1.27M +$216K +4,007 +20%
AF
529
Advisornet Financial
Minnesota
$1.27M +$545K +10,088 +76%
APC
530
Aspire Private Capital
North Carolina
$1.26M -$883K -16,350 -41%
RBFC
531
Roman Butler Fullerton & Co
Missouri
$1.26M -$379K -7,021 -23%
VHAM
532
Van Hulzen Asset Management
California
$1.26M +$606K +11,216 +93%
GTAM
533
Global Trust Asset Management
Florida
$1.25M -$1.93M -34,769 -61%
Principal Financial Group
534
Principal Financial Group
Iowa
$1.24M +$3.51K +65 +0.3%
OIA
535
OneDigital Investment Advisors
Kansas
$1.24M +$929K +17,197 +297%
FCIM
536
Fairview Capital Investment Management
California
$1.23M +$255K +4,725 +26%
APW
537
Aurora Private Wealth
New Jersey
$1.21M +$562K +10,411 +86%
BDF
538
Black Diamond Financial
Maryland
$1.21M -$62.3K -1,153 -5%
SB
539
Strategic Blueprint
Georgia
$1.21M +$797K +14,755 +194%
LCP
540
Legacy Capital Partners
Wisconsin
$1.2M -$202K -3,737 -14%
MYIA
541
Mount Yale Investment Advisors
Colorado
$1.2M +$65.2K +1,208 +6%
CC
542
Copperleaf Capital
North Carolina
$1.2M -$1.04M -19,273 -46%
IAA
543
Independent Advisor Alliance
North Carolina
$1.19M -$53.2M -984,794 -98%
IFG
544
Investors Financial Group
Minnesota
$1.18M -$137K -2,529 -10%
HH
545
Hilltop Holdings
Texas
$1.18M -$181K -3,355 -13%
SS
546
Sunbelt Securities
Texas
$1.18M +$121K +2,241 +11%
PAI
547
Pittenger & Anderson Inc
Nebraska
$1.17M +$26.2K +485 +2%
PD
548
Planning Directions
Pennsylvania
$1.17M -$399K -7,395 -25%
GCMG
549
Gyroscope Capital Management Group
Florida
$1.17M -$59.2K -1,096 -5%
PJSIMP
550
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$118K -2,188 -9%
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