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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 %
MFW
626
Meristem Family Wealth
Minnesota
$674K -$262K -4,113 -28%
PG
627
Patten Group
Tennessee
$672K +$108K +1,702 +19%
TAM
628
Townsend Asset Management
North Carolina
$661K -$202K -3,169 -23%
IF
629
Intrua Financial
Texas
$659K -$1.65M -24,604 -71%
SFSIG
630
San Francisco Sentry Investment Group
California
$655K +$1.47K +23 +0.2%
HSA
631
HBK Sorce Advisory
Pennsylvania
$651K +$11.9K +187 +2%
TFA
632
Teamwork Financial Advisors
Texas
$649K +$22K +346 +4%
BF
633
BOK Financial
Oklahoma
$647K -$62K -973 -9%
FCI
634
Financial Counselors Inc
Kansas
$642K +$118K +1,845 +22%
WA
635
WBH Advisory
Maryland
$639K +$51.9K +814 +9%
PP
636
PDS Planning
Ohio
$629K +$2.55K +40 +0.4%
SFPG
637
Stonebridge Financial Planning Group
Florida
$618K -$455K -6,956 -42%
EGA
638
E&G Advisors
Texas
$614K -$6.38K -100 -1%
FFBTD
639
First Financial Bank - Trust Division
Ohio
$605K -$446 -7 -0.1%
HH
640
Hilltop Holdings
Texas
$592K -$390K -6,118 -40%
PWM
641
PRW Wealth Management
Massachusetts
$584K – – –
CCG
642
Cypress Capital Group
Florida
$577K – – –
CA
643
Corrado Advisors
New Jersey
$572K -$14.6K -229 -2%
LWAC
644
Laurel Wealth Advisors (California)
California
$571K -$6.16M -96,561 -92%
IWA
645
Intercontinental Wealth Advisors
Texas
$569K +$829 +13 +0.1%
FG
646
Fiduciary Group
Georgia
$547K – – –
MCM
647
Mattern Capital Management
Colorado
$546K -$12.4K -195 -2%
CBT
648
Central Bank & Trust
Kentucky
$530K -$3.3M -51,861 -86%
CCA
649
Clearwater Capital Advisors
Illinois
$520K -$38.2K -600 -7%
KWM
650
Keebeck Wealth Management
Illinois
$519K +$255 +4 +0%
24 25
26
27 28