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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

899 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+23
Holders Change %
+2.63%
% of All Funds
18.48%
Holding in Top 10
219
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7.2%
% of All Funds
4.5%
New
97
Increased
331
Reduced
385
Closed
69
Calls
$20.9M
Puts
$582K
Net Calls
+$20.4M
Net Calls Change
+$102M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$245M
2
PPFA
Provida Pension Fund Administrator
Chile
+$80.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$69.6M
4
MFG
Merit Financial Group
Georgia
+$62.7M
5
SP
Symmetry Partners
Connecticut
+$52.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$393M
2
Osaic Holdings
Osaic Holdings
Arizona
-$265M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$123M
4
Wells Fargo
Wells Fargo
California
-$121M
5
KeyBank National Association
KeyBank National Association
Ohio
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$56.1M +$1.04M +17,121 +2%
SP
52
Symmetry Partners
Connecticut
$55.7M +$52.3M +861,944 +1,519%
GA
53
Gateway Advisory
New Jersey
$55.4M +$31.3M +516,336 +130%
UCFA
54
United Capital Financial Advisors
Texas
$54.5M -$6.73M -111,007 -11%
FA
55
Financial Advisors
Massachusetts
$54.5M +$6.26M +103,179 +13%
AssetMark Inc
56
AssetMark Inc
California
$53.8M -$2.5M -40,959 -4%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$53M – – –
EH
58
Equitable Holdings
New York
$52.9M +$4.47M +73,767 +9%
PWP
59
Personal Wealth Partners
Minnesota
$50.5M +$853K +14,073 +2%
SPC
60
Sigma Planning Corp
Michigan
$50.4M +$697K +11,501 +1%
BA
61
BCM Advisors
Louisiana
$47.8M +$16.1M +265,339 +51%
WAOI
62
Wealth Advisors of Iowa
Iowa
$47.6M -$25.8M -425,674 -35%
SPIA
63
Steward Partners Investment Advisory
New York
$47.6M +$324K +5,343 +0.7%
AWS
64
AJ Wealth Strategies
New York
$46.5M -$45.2M -745,162 -49%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$46.1M -$2.5M -41,175 -5%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$45.6M -$4.98M -82,153 -10%
SEIA
67
Signature Estate & Investment Advisors
California
$45.6M -$28K -461 -0.1%
EWM
68
Executive Wealth Management
Michigan
$45.2M +$7M +115,509 +18%
Stifel Financial
69
Stifel Financial
Missouri
$45M -$1.8M -29,727 -4%
AAS
70
Avantax Advisory Services
Texas
$43.9M +$16M +264,421 +58%
FT
71
Fiduciary Trust
Massachusetts
$43.8M +$4.77M +78,677 +12%
Citigroup
72
Citigroup
New York
$43M +$2.12M +35,026 +5%
MIAN
73
Mariner Independent Advisor Network
Kansas
$42.9M +$3.66M +60,041 +9%
FBFS
74
First Business Financial Services
Wisconsin
$42.5M -$3.74M -61,715 -8%
QCM
75
Quest Capital Management
Texas
$42.1M +$114K +1,879 +0.3%
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3
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