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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 %
AC
551
Apella Capital
Connecticut
$1.15M +$1.15M +21,342 New
CA
552
Claro Advisors
Massachusetts
$1.15M -$28.4K -526 -2%
PPP
553
Private Portfolio Partners
New Jersey
$1.12M -$455K -8,434 -29%
Nomura Asset Management
554
Nomura Asset Management
Japan
$1.1M -$1.36M -25,270 -55%
AIA
555
Avalon Investment & Advisory
Texas
$1.09M – – –
3AM
556
3D Asset Management
Connecticut
$1.09M -$374K -6,926 -26%
PCM
557
Parsons Capital Management
Rhode Island
$1.09M +$12.6K +234 +1%
MTB
558
Mizuho Trust & Banking
Japan
$1.08M -$1.08M -20,000 -50%
RFN
559
RDA Financial Network
Iowa
$1.08M +$121K +2,244 +13%
BCM
560
Bayesian Capital Management
New York
$1.07M +$1.07M +19,800 New
BEI
561
Benjamin Edwards Inc
Missouri
$1.06M +$153K +2,830 +17%
BWM
562
BCS Wealth Management
Tennessee
$1.05M +$282K +5,211 +37%
Chevy Chase Trust
563
Chevy Chase Trust
Maryland
$1.05M -$2.16K -40 -0.2%
FEG
564
Fund Evaluation Group
Ohio
$1.03M – – –
IC
565
IEQ Capital
California
$1.01M -$729K -13,486 -42%
FLI
566
Family Legacy Inc
South Carolina
$1.01M +$62.8K +1,163 +7%
GLLW
567
Graves Light Lenhart Wealth
Virginia
$1M – – –
TGAM
568
TBH Global Asset Management
Tennessee
$997K -$3.92M -72,543 -80%
TRCT
569
Tower Research Capital (TRC)
New York
$997K +$997K +18,467 New
OBWP
570
O'Brien Wealth Partners
Massachusetts
$996K +$1.54K +29 +0.2%
PFGIA
571
Patriot Financial Group Insurance Agency
Massachusetts
$995K +$621K +11,496 +166%
FA
572
Forefront Analytics
Pennsylvania
$991K -$1.28M -23,697 -56%
CPSC
573
Carl P. Sherr & Co
Massachusetts
$977K -$159K -2,945 -14%
ECM
574
ExodusPoint Capital Management
New York
$964K +$964K +17,847 New
OIM
575
Opus Investment Management
Massachusetts
$957K +$297K +5,500 +45%
21 22
23
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