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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 %
NA
51
Nottingham Advisors
New York
$55.2M -$1.16M -21,152 -2%
UCFA
52
United Capital Financial Advisors
Texas
$54.6M -$3.23M -59,858 -6%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$53M +$13.3M +245,821 +33%
AWA
54
ARS Wealth Advisors
Florida
$52.1M -$3.58M -66,231 -6%
PAS
55
Park Avenue Securities
New York
$51.4M +$3.24M +59,963 +7%
PPFA
56
Provida Pension Fund Administrator
Chile
$50.8M +$34.8M +628,000 +217%
AssetMark Inc
57
AssetMark Inc
California
$49.9M +$1.98M +36,584 +4%
CAN
58
Cetera Advisor Networks
California
$49M -$7.8M -144,460 -14%
JIC
59
Johnson Investment Counsel
Ohio
$47.9M +$5.66M +104,735 +13%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$45.1M -$4.56M -84,398 -9%
SPC
61
Sigma Planning Corp
Michigan
$44.3M +$1.86M +34,530 +4%
PWP
62
Personal Wealth Partners
Minnesota
$44.3M +$614K +11,361 +1%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$43.2M -$3.66M -67,770 -8%
EH
64
Equitable Holdings
New York
$43.1M +$4.8M +88,788 +13%
FA
65
Financial Advisors
Massachusetts
$43M +$3.82M +70,780 +10%
SPIA
66
Steward Partners Investment Advisory
New York
$42.1M +$1.35M +24,959 +3%
Stifel Financial
67
Stifel Financial
Missouri
$41.7M +$4.28M +79,234 +11%
FBFS
68
First Business Financial Services
Wisconsin
$41.2M +$706K +13,071 +2%
SEIA
69
Signature Estate & Investment Advisors
California
$40.7M -$170K -3,151 -0.4%
CG
70
Colony Group
Massachusetts
$39.6M -$1.8M -33,390 -4%
AI
71
Atom Investors
Texas
$39.1M +$30.7M +568,899 +369%
QCM
72
Quest Capital Management
Texas
$37.4M +$1.64M +30,417 +5%
MCM
73
MV Capital Management
Maryland
$37M +$2.59M +47,875 +8%
TC
74
Telemus Capital
Michigan
$36.6M -$2.14M -34,769 -6%
Citigroup
75
Citigroup
New York
$36.4M +$225K +4,162 +0.6%
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