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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 %
BCMO
726
Buckingham Capital Management (Ohio)
Ohio
$284K +$284K +4,461 New
PMFA
727
Plante Moran Financial Advisors
Michigan
$281K +$6.3K +99 +2%
PFP
728
Pinnacle Financial Partners
Tennessee
$279K -$60K -939 -18%
HCA
729
Horan Capital Advisors
Ohio
$279K +$279K +4,378 New
BFPW
730
BOK Financial Private Wealth
Colorado
$278K -$40.6K -637 -13%
ESB
731
Essex Savings Bank
Connecticut
$276K +$4.77K +75 +2%
BSW
732
Buckingham Strategic Wealth
Missouri
$274K -$21K -330 -7%
PSF
733
Pacific Sun Financial
California
$274K +$1.91K +30 +0.7%
SW
734
SVB Wealth
Massachusetts
$274K +$274K +4,293 New
HB
735
Homrich & Berg
Georgia
$273K -$34.7K -544 -11%
FRA
736
Front Row Advisors
California
$272K – – –
OFG
737
OmniStar Financial Group
North Carolina
$270K -$7.52K -118 -3%
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K -$29.3K -460 -10%
AB
739
Atlas Brown
Kentucky
$264K +$40.9K +642 +18%
IWP
740
IAG Wealth Partners
Wisconsin
$260K +$58.6K +919 +29%
LNB
741
Ledyard National Bank
$259K +$15.6K +244 +6%
VCA
742
Verdence Capital Advisors
Maryland
$257K – – –
PWP
743
Principle Wealth Partners
Connecticut
$255K – – –
WAM
744
Weatherly Asset Management
California
$254K -$66.8K -1,047 -21%
BCA
745
Biltmore Capital Advisors
New Jersey
$251K +$251K +3,941 New
JA
746
JVL Associates
Michigan
$249K – – –
CWM
747
Connecticut Wealth Management
Connecticut
$249K +$574 +9 +0.2%
TW
748
Transform Wealth
Colorado
$243K -$2.35M -36,851 -91%
MMM
749
Mendel Money Management
Illinois
$243K +$23.7K +372 +11%
DIA
750
Dana Investment Advisors
Wisconsin
$242K -$1.57M -24,590 -87%
28 29
30
31 32