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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 %
VFM
651
Vivid Financial Management
California
$523K +$15.3K +284 +3%
C
652
Certuity
Florida
$505K +$505K +9,356 New
EGA
653
E&G Advisors
Texas
$504K +$133K +2,460 +36%
BSW
654
Buckingham Strategic Wealth
Missouri
$501K +$205K +3,790 +69%
FFBTD
655
First Financial Bank - Trust Division
Ohio
$498K -$23.7K -438 -5%
PWM
656
PRW Wealth Management
Massachusetts
$495K -$3.85M -71,366 -89%
BWA
657
Beam Wealth Advisors
Louisiana
$495K -$23.6K -437 -5%
BP
658
BBR Partners
New York
$487K +$117K +2,174 +32%
IWA
659
Intercontinental Wealth Advisors
Texas
$481K – – –
SWM
660
SVA Wealth Management
Wisconsin
$472K +$90.3K +1,671 +24%
SA
661
Stewardship Advisors
Pennsylvania
$462K -$6.46M -119,710 -93%
SP
662
Successful Portfolios
Florida
$461K +$202K +3,741 +78%
SMFG
663
Sumitomo Mitsui Financial Group
Japan
$453K +$248K +4,598 +121%
VAS
664
Vestmark Advisory Solutions
Massachusetts
$451K -$322K -5,974 -42%
TCOV
665
Trust Company of Vermont
Vermont
$450K +$13.2K +244 +3%
AIA
666
AIMZ Investment Advisors
California
$433K – – –
SWP
667
Strategic Wealth Partners
Ohio
$433K – – –
SWM
668
SeaCrest Wealth Management
New York
$427K +$262K +4,845 +158%
Invesco
669
Invesco
Georgia
$426K +$426K +7,890 New
State Street
670
State Street
Massachusetts
$422K -$23.6K -436 -5%
PFA
671
Professional Financial Advisors
Nebraska
$417K -$1.32M -22,392 -76%
CIC
672
Carnegie Investment Counsel
Ohio
$416K +$122K +2,261 +42%
PP
673
Patten & Patten
Tennessee
$406K – – –
ACA
674
Anchor Capital Advisors
Massachusetts
$405K – – –
HW
675
Hamilton Wealth
California
$401K -$206K -3,819 -34%
25 26
27
28 29