USMV icon

iShares MSCI USA Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AF
701
Apexium Financial
Texas
$340K +$1.08K +17 +0.3%
EWM
702
Edge Wealth Management
New York
$333K -$1.4M -21,996 -81%
FAM
703
Formidable Asset Management
Ohio
$324K -$113K -1,777 -26%
LFA
704
Lighthouse Financial Advisors
Maryland
$324K -$5.03K -79 -2%
BFIM
705
Beese Fulmer Investment Management
Ohio
$324K
FFA
706
Founders Financial Alliance
North Carolina
$323K +$323K +5,030 New
SCM
707
Shelton Capital Management
Colorado
$319K
GBT
708
Grove Bank & Trust
Florida
$319K
WC
709
Whitney & Co
New York
$317K +$32.3K +506 +11%
SB
710
Sunflower Bank
Texas
$316K
TNB
711
TCF National Bank
South Dakota
$315K +$315K +4,935 New
FNBT
712
FineMark National Bank & Trust
Florida
$312K
PFA
713
Professional Financial Advisors
Nebraska
$311K -$14.6K -237 -4%
PCMC
714
Private Capital Management (Colorado)
Colorado
$310K +$510 +8 +0.2%
KIA
715
KCM Investment Advisors
California
$309K -$95.6K -1,500 -24%
DSC
716
Duncker Streett & Co
Missouri
$308K +$638 +10 +0.2%
ABC
717
Associated Banc-Corp
Wisconsin
$297K +$20.8K +326 +8%
RIM
718
Regent Investment Management
Kentucky
$296K +$2.55K +40 +0.9%
FCFC
719
First Citizens Financial Corp
Iowa
$295K +$6.12K +96 +2%
PB
720
Pinnacle Bancorp
Nebraska
$294K
FWM
721
Focused Wealth Management
New York
$294K +$891 +14 +0.3%
YWP
722
YorkBridge Wealth Partners
New York
$285K -$62.8K -986 -18%
WTC
723
WhitTier Trust Company
Nevada
$285K
AIC
724
Archer Investment Corporation
Indiana
$284K -$1.53K -24 -0.5%
AA
725
Argent Advisors
Louisiana
$284K -$15.4K -242 -5%