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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 %
LA
726
LexAurum Advisors
Kansas
$286K – – –
PCMC
727
Private Capital Management (Colorado)
Colorado
$279K +$917 +17 +0.3%
APW
728
Austin Private Wealth
Texas
$277K – – –
BFIM
729
Beese Fulmer Investment Management
Ohio
$274K – – –
FNBT
730
FineMark National Bank & Trust
Florida
$273K -$12.5K -232 -4%
BSAM
731
Blue Sky Asset Management
Colorado
$272K -$1.71M -31,612 -86%
CAM
732
Claret Asset Management
Quebec, Canada
$271K – – –
BFPW
733
BOK Financial Private Wealth
Colorado
$270K -$26.3K -487 -9%
SCM
734
Shelton Capital Management
Colorado
$270K – – –
GBT
735
Grove Bank & Trust
Florida
$270K +$270K +5,000 New
MFM
736
Mirsky Financial Management
New York
$266K +$266K +4,927 New
SC
737
Savant Capital
Illinois
$266K +$266K +4,931 New
MSAGDF
738
Moneda SA Administradora General de Fondos
Chile
$265K +$88.9K +1,643 +50%
VC
739
Veracity Capital
Georgia
$262K +$262K +4,858 New
CAN
740
Claraphi Advisory Network
United States
$261K -$59K -1,093 -18%
MWM
741
Marietta Wealth Management
Georgia
$260K +$14.9K +275 +6%
FWM
742
Focused Wealth Management
New York
$258K -$126K -2,334 -33%
FAM
743
Formidable Asset Management
Ohio
$258K +$258K +4,784 New
AP
744
Advisor Partners
California
$255K +$85.9K +1,590 +51%
PCP
745
Proficio Capital Partners
Massachusetts
$250K – – –
FI
746
Financial Insights
Washington
$248K -$2.54K -47 -1%
AA
747
Advisory Alpha
Michigan
$247K +$160K +2,760 +183%
NF
748
Nikulski Financial
Iowa
$244K -$225K -4,163 -48%
RIM
749
Regent Investment Management
Kentucky
$244K +$4.32K +80 +2%
AIC
750
Archer Investment Corporation
Indiana
$242K -$50.9K -943 -17%
28 29
30
31 32