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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 %
SWM
676
SigFig Wealth Management
California
$408K +$160K +2,518 +64%
CPIA
677
Cornell Pochily Investment Advisors
New York
$405K +$13.8K +216 +4%
OFG
678
Oxford Financial Group
Indiana
$403K +$1.08K +17 +0.3%
LF
679
Lantz Financial
Illinois
$402K +$2.49K +39 +0.6%
EIA
680
Eldridge Investment Advisors
New Hampshire
$401K -$19.1K -300 -5%
IBOK
681
Independence Bank of Kentucky
Kentucky
$401K – – –
HR
682
Hayden Royal
North Carolina
$401K +$4.97K +78 +1%
RCM
683
Radnor Capital Management
Pennsylvania
$396K – – –
CIC
684
Carnegie Investment Counsel
Ohio
$392K +$392K +6,147 New
AMCA
685
Arthur M. Cohen & Associates
Illinois
$385K +$1.91K +30 +0.5%
HCM
686
Howard Capital Management
Georgia
$377K +$19.9K +313 +6%
PL
687
Parthenon LLC
Kentucky
$374K – – –
CTI
688
Community Trust & Investment
Kentucky
$371K – – –
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$371K +$72.6K +1,140 +24%
SW
690
SlateStone Wealth
Florida
$370K -$21.1K -331 -5%
PWW
691
Pettyjohn Wood & White
Virginia
$370K – – –
CA
692
Continuum Advisory
Idaho
$369K +$50.5K +789 +16%
SDWMA
693
Schneider Downs Wealth Management Advisors
Pennsylvania
$364K +$13.1K +205 +4%
AWP
694
Ascent Wealth Partners
New York
$363K -$4.66K -73 -1%
GWM
695
GSB Wealth Management
Connecticut
$363K +$363K +5,700 New
WSFS
696
Wilmington Savings Fund Society
Delaware
$361K -$25.5K -401 -7%
SA
697
Stewardship Advisors
Pennsylvania
$361K – – –
HCIA
698
Hochman Cole Investment Advisors
Illinois
$361K +$24.8K +389 +7%
AP
699
Appleton Partners
Massachusetts
$354K -$39K -612 -10%
LAS
700
Lloyd Advisory Services
Georgia
$342K +$342K +5,368 New
26 27
28
29 30