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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 %
NA
51
Nottingham Advisors
New York
$63.8M +$505K +7,890 +0.8%
JIC
52
Johnson Investment Counsel
Ohio
$62.4M +$1.36M +21,331 +2%
AAS
53
Avantax Advisory Services
Texas
$60.3M +$14.2M +222,738 +31%
CAN
54
Cetera Advisor Networks
California
$58.9M -$69.9K -1,097 -0.1%
AWA
55
ARS Wealth Advisors
Florida
$58.3M -$1.13M -17,708 -2%
SP
56
Symmetry Partners
Connecticut
$57.8M -$744K -11,674 -1%
FA
57
Financial Advisors
Massachusetts
$56.2M -$1.05M -16,495 -2%
EWM
58
Executive Wealth Management
Michigan
$55.8M +$8.28M +129,920 +17%
GT
59
Glenmede Trust
Pennsylvania
$55.4M -$8.13M -127,561 -13%
PPFA
60
Provida Pension Fund Administrator
Chile
$54.9M -$87.2M -1,377,000 -61%
EH
61
Equitable Holdings
New York
$53.6M -$2M -31,354 -4%
PWP
62
Personal Wealth Partners
Minnesota
$53.1M -$74.1K -1,162 -0.1%
SPIA
63
Steward Partners Investment Advisory
New York
$52.7M +$2.73M +42,881 +5%
AWS
64
AJ Wealth Strategies
New York
$52.1M +$3.26M +51,120 +7%
UCFA
65
United Capital Financial Advisors
Texas
$49.9M -$7.39M -116,001 -13%
DCC
66
Dow Chemical Company
Michigan
$49.6M -$73.7M -1,156,872 -60%
SEIA
67
Signature Estate & Investment Advisors
California
$49.1M +$1.19M +18,621 +2%
SPC
68
Sigma Planning Corp
Michigan
$48.3M -$4.71M -73,911 -9%
Stifel Financial
69
Stifel Financial
Missouri
$47.8M +$504K +7,915 +1%
MIAN
70
Mariner Independent Advisor Network
Kansas
$47.6M +$2.73M +42,899 +6%
KAS
71
Kestra Advisory Services
Texas
$47.1M +$47.1M +736,711 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
$46.3M -$2.15M -33,755 -4%
FBFS
73
First Business Financial Services
Wisconsin
$45.4M +$752K +11,802 +2%
QCM
74
Quest Capital Management
Texas
$44.8M +$555K +8,702 +1%
BA
75
BCM Advisors
Louisiana
$44.5M -$4.13M -66,892 -8%
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