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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

898 hedge funds and large institutions have $22.7B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 353 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.17%
Holding in Top 10
210
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.11%
% of All Funds
4.25%
New
70
Increased
353
Reduced
356
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$91.8M
2
HI
Horizon Investments
North Carolina
+$90.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.1M
4
PI
PFS Investments
Georgia
+$57.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.3M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$250M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Bank of America
Bank of America
North Carolina
-$134M
4
KeyBank National Association
KeyBank National Association
Ohio
-$118M
5
PPFA
Provida Pension Fund Administrator
Chile
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
526
Caprock Group
Idaho
$1.59M -$143K -2,247 -8%
APW
527
Austin Private Wealth
Texas
$1.58M +$430K +6,741 +37%
APWM
528
Atlas Private Wealth Management
New York
$1.57M +$50.9K +798 +3%
GLA
529
Good Life Advisors
Pennsylvania
$1.54M -$236K -3,709 -13%
APC
530
Aspire Private Capital
North Carolina
$1.52M +$1.34M +21,006 +738%
OC
531
Oppenheimer & Co
New York
$1.51M -$208K -3,271 -12%
SWA
532
Stratos Wealth Advisors
Ohio
$1.49M +$112K +1,764 +8%
T
533
TRUADVICE
Florida
$1.48M +$1.48M +22,929 New
DAS
534
Dynamic Advisor Solutions
Arizona
$1.46M -$309K -4,849 -17%
BCA
535
Bay Colony Advisors
Massachusetts
$1.45M -$150K -2,353 -9%
MCIA
536
Mountain Capital Investment Advisors
Colorado
$1.44M -$6.13M -92,485 -81%
CA
537
Claro Advisors
Massachusetts
$1.44M +$14.8K +232 +1%
CWM
538
Centric Wealth Management
Illinois
$1.41M +$86K +1,372 +6%
WS
539
Wedbush Securities
California
$1.38M +$1.13M +17,769 +459%
BDF
540
Black Diamond Financial
Maryland
$1.38M -$26.3K -412 -2%
SWM
541
SVA Wealth Management
Wisconsin
$1.36M -$532K -8,346 -28%
JSL
542
JT Stratford LLC
Georgia
$1.35M -$80.2K -1,258 -6%
Chevy Chase Trust
543
Chevy Chase Trust
Maryland
$1.34M +$102K +1,600 +8%
DP
544
Denver PWM
Colorado
$1.32M -$4.94M -77,449 -79%
BWM
545
BCS Wealth Management
Tennessee
$1.32M -$956 -15 -0.1%
EAMA
546
EFG Asset Management (Americas)
Florida
$1.29M -$36.4K -571 -3%
IAN
547
Integrated Advisors Network
Texas
$1.29M -$16.4M -257,270 -93%
NWS
548
Newport Wealth Strategies
California
$1.29M +$128 +2 +0%
EA
549
Efficient Advisors
Ohio
$1.28M -$231K -3,621 -15%
LCP
550
Legacy Capital Partners
Wisconsin
$1.28M +$46.9K +736 +4%
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