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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 %
SYBT
701
Stock Yards Bank & Trust
Kentucky
$338K – – –
RCM
702
Radnor Capital Management
Pennsylvania
$335K +$335K +6,211 New
OFG
703
OmniStar Financial Group
North Carolina
$329K -$157K -2,912 -32%
PCG
704
Private Capital Group
Connecticut
$329K +$74.7K +1,381 +29%
PCMC
705
Paragon Capital Management (Colorado)
Colorado
$329K +$329K +6,090 New
RA
706
Riversedge Advisors
Delaware
$322K -$149K -2,754 -32%
PL
707
Parthenon LLC
Kentucky
$317K – – –
FCA
708
FLC Capital Advisors
California
$316K +$316K +5,943 New
CTI
709
Community Trust & Investment
Kentucky
$315K – – –
DSC
710
Duncker Streett & Co
Missouri
$315K +$21.6K +400 +7%
AWP
711
Ascent Wealth Partners
New York
$315K +$315K +5,841 New
PWW
712
Pettyjohn Wood & White
Virginia
$314K – – –
SIAS
713
Shine Investment Advisory Services
Colorado
$313K – – –
AMCA
714
Arthur M. Cohen & Associates
Illinois
$312K +$883 +17 +0.3%
WKWM
715
Walter & Keenan Wealth Management
Indiana
$312K +$312K +6,010 New
CPIA
716
Cornell Pochily Investment Advisors
New York
$305K -$8.42K -156 -3%
HB
717
Homrich & Berg
Georgia
$305K +$127K +2,351 +71%
AC
718
Abbrea Capital
California
$304K – – –
KWM
719
Keebeck Wealth Management
Illinois
$303K – – –
OFG
720
Oxford Financial Group
Indiana
$302K +$302K +5,593 New
Franklin Resources
721
Franklin Resources
California
$300K -$108K -2,000 -26%
CSA
722
Cottage Street Advisors
Massachusetts
$291K +$46.8K +866 +19%
WAM
723
Weatherly Asset Management
California
$288K -$48.6K -900 -14%
Kovitz Investment Group Partners
724
Kovitz Investment Group Partners
Illinois
$286K -$3.94K -73 -1%
DOA
725
D'Orazio & Associates
Virginia
$286K – – –
27 28
29
30 31