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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 %
HIM
601
Hanlon Investment Management
New Jersey
$776K +$112K +2,067 +17%
AIFAIM
602
American Institute for Advanced Investment Management
Arizona
$764K +$143K +2,645 +23%
OPS
603
Orion Portfolio Solutions
Nebraska
$763K +$396K +7,336 +108%
EP
604
Eudaimonia Partners
Tennessee
$745K +$33.2K +615 +5%
JIP
605
Jaffetilchin Investment Partners
Florida
$735K +$66.1K +1,225 +10%
CIBC Private Wealth Group
606
CIBC Private Wealth Group
Georgia
$721K -$93.3K -1,728 -11%
MCM
607
Mattern Capital Management
Colorado
$710K -$4.14M -76,770 -85%
CCFCSB
608
Cape Cod Five Cents Savings Bank
Massachusetts
$706K +$47.3K +876 +7%
IFWM
609
Institute for Wealth Management
Colorado
$701K -$108K -1,992 -13%
WMA
610
Wealth Management Associates
New Jersey
$696K -$1.69M -31,258 -71%
SFG
611
Sowa Financial Group
Rhode Island
$695K -$231K -4,285 -25%
PP
612
Professional Planning
California
$684K -$259K -4,868 -27%
FNT
613
First National Trust
Pennsylvania
$684K -$60.2K -1,115 -8%
TAM
614
Townsend Asset Management
North Carolina
$683K +$16.8K +312 +3%
SBL
615
Sargent Bickham Lagudis
Colorado
$674K +$78.4K +1,451 +13%
SFPG
616
Stonebridge Financial Planning Group
Florida
$670K +$347K +6,019 +107%
B
617
Bridgeworth
Alabama
$669K -$17.3K -320 -3%
TP
618
Tranquility Partners
Tennessee
$665K +$22.8K +422 +4%
KM
619
Kalos Management
Georgia
$664K +$137K +2,526 +26%
CGFA
620
Colton Groome Financial Advisors
North Carolina
$661K -$1.4M -25,850 -68%
EA
621
Emerald Advisors
Washington
$657K +$470K +7,943 +252%
BWA
622
BDO Wealth Advisors
Florida
$648K +$16K +297 +3%
IBOK
623
Independence Bank of Kentucky
Kentucky
$647K +$85.1K +1,575 +15%
NNP
624
Nachman Norwood & Parrott
South Carolina
$639K +$9.83K +182 +2%
MPCG
625
Matrix Private Capital Group
New York
$634K +$124K +2,300 +24%
23 24
25
26 27