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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 %
CCG
576
Cypress Capital Group
Florida
$955K +$2.65K +49 +0.3%
MGIA
577
Moneta Group Investment Advisors
Missouri
$954K +$954K +17,663 New
FHB
578
First Hawaiian Bank
Hawaii
$953K -$1.34M -24,744 -58%
VWM
579
Venturi Wealth Management
Texas
$940K -$52K -964 -5%
JCM
580
Jacobi Capital Management
Pennsylvania
$929K -$76.5K -1,417 -8%
AWM
581
Avior Wealth Management
Nebraska
$922K -$4.94M -91,395 -84%
SRC
582
Shufro Rose & Co
New York
$896K +$896K +16,582 New
CCA
583
Clearwater Capital Advisors
Illinois
$888K -$249K -4,611 -22%
EWA
584
EP Wealth Advisors
California
$884K +$47.5K +880 +6%
EAMA
585
EFG Asset Management (Americas)
Florida
$879K +$160K +2,954 +22%
JCM
586
Janney Capital Management
Pennsylvania
$879K +$400K +7,406 +83%
AWM
587
Aries Wealth Management
Maine
$869K +$192K +3,624 +28%
MFW
588
Meristem Family Wealth
Minnesota
$868K -$192K -3,550 -18%
WS
589
Wedbush Securities
California
$866K -$190K -3,512 -18%
GSWM
590
Golden State Wealth Management
California
$856K +$856K +15,857 New
TFGT
591
TS Financial Group (TSFG)
Illinois
$843K -$33.1K -613 -4%
MFG
592
Magnus Financial Group
New York
$839K -$100K -1,854 -11%
CRWM
593
Castle Rock Wealth Management
California
$838K +$46.3K +800 +6%
Northern Trust
594
Northern Trust
Illinois
$837K -$130K -2,409 -13%
BPA
595
Beacon Pointe Advisors
California
$832K +$832K +15,414 New
SWA
596
Stratos Wealth Advisors
Ohio
$828K +$321K +5,941 +63%
PA
597
Paragon Advisors
Texas
$822K -$652K -12,081 -44%
BRWM
598
B. Riley Wealth Management
Tennessee
$810K -$355K -6,578 -30%
APCM
599
Alaska Permanent Capital Management
Alaska
$788K -$5.17M -95,750 -87%
GFS
600
GYL Financial Synergies
Connecticut
$776K – – –
22 23
24
25 26