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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 %
WT
626
Whittier Trust
California
$619K – – –
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$618K +$618K +11,439 New
PFA
628
Pinnacle Family Advisors
Missouri
$616K +$242K +4,408 +65%
RWA
629
Ropes Wealth Advisors
Massachusetts
$615K +$57.2K +1,059 +10%
Jane Street
630
Jane Street
New York
$610K -$4.03M -74,628 -87%
DA
631
Detalus Advisors
Missouri
$610K -$128K -2,377 -17%
CW
632
CreativeOne Wealth
Kansas
$610K +$166K +3,073 +37%
ISG
633
Investment Security Group
Colorado
$608K +$608K +11,259 New
BF
634
BOK Financial
Oklahoma
$605K +$163K +3,023 +37%
TAM
635
Tocqueville Asset Management
New York
$594K -$459K -8,513 -44%
VFA
636
Valeo Financial Advisors
Indiana
$593K +$216K +3,778 +57%
UR
637
USCA RIA
Texas
$581K -$2.69M -49,783 -82%
QT
638
Quantbot Technologies
New York
$573K +$573K +10,625 New
ACP
639
Aveo Capital Partners
Colorado
$570K -$217K -4,019 -28%
NS
640
NewDay Solutions
New Hampshire
$558K -$4.12M -70,775 -88%
Susquehanna International Group
641
Susquehanna International Group
Pennsylvania
$556K +$556K +10,286 New
SDWMA
642
Schneider Downs Wealth Management Advisors
Pennsylvania
$554K +$554K +10,260 New
DWT
643
Dorsey & Whitney Trust
South Dakota
$552K – – –
SFSIG
644
San Francisco Sentry Investment Group
California
$551K +$30.3K +560 +6%
CIAS
645
Capital Investment Advisory Services
North Carolina
$546K +$178K +3,290 +48%
HSA
646
HBK Sorce Advisory
Pennsylvania
$535K -$75.7K -1,401 -12%
WC
647
Waterloo Capital
Texas
$532K +$532K +9,855 New
PBF
648
Petix & Botte Financial
California
$530K -$434K -8,035 -45%
WA
649
Waddell & Associates
Tennessee
$529K -$3.3K -61 -0.6%
PP
650
PDS Planning
Ohio
$524K +$372K +6,886 +245%
24 25
26
27 28