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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 %
CFG
776
Cooper Financial Group
California
$207K +$207K +3,831 New
RP
777
Rowlandmiller & Partners
Georgia
$207K +$207K +3,832 New
JA
778
JVL Associates
Michigan
$204K – – –
GBBWRPM
779
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$203K +$203K +3,767 New
ATC
780
Argent Trust Co
Tennessee
$202K +$202K +3,732 New
EWA
781
Evolution Wealth Advisors
Florida
$192K -$283K -5,230 -60%
GFPC
782
Global Financial Private Client
Florida
$163K -$186K -3,572 -53%
BBHC
783
Brown Brothers Harriman & Co
New York
$153K -$191K -3,543 -56%
MA
784
MUFG Americas
New York
$153K +$52.8K +975 +53%
TL
785
TrueWealth LLC
Georgia
$152K +$916 +17 +0.6%
PCA
786
Providence Capital Advisors
North Carolina
$144K +$28.1K +522 +24%
GEA
787
Glen Eagle Advisors
New Jersey
$143K +$140K +2,593 +4,322%
SFA
788
Semmax Financial Advisors
North Carolina
$134K -$15.6K -289 -10%
CCM
789
Covington Capital Management
California
$123K -$27K -500 -18%
APW
790
Acima Private Wealth
Virginia
$115K – – –
TSW
791
Thompson Siegel & Walmsley
Virginia
$99K – – –
BCA
792
Berman Capital Advisors
Georgia
$98K +$429 +8 +0.4%
HWM
793
Holloway Wealth Management
Florida
$96K -$117K – –
PB
794
Pinnacle Bancorp
Nebraska
$94K – – –
ST
795
Smithfield Trust
Pennsylvania
$91K +$39.9K +737 +78%
OC
796
Oakworth Capital
Alabama
$88K – – –
RFWA
797
RPg Family Wealth Advisory
Massachusetts
$79.2K – – –
AWA
798
Arkadios Wealth Advisors
Georgia
$74K +$68.3K +1,264 +1,192%
KFS
799
Kelly Financial Services
Massachusetts
$71.7K +$66.9K +1,238 +1,391%
MAWCM
800
Mine & Arao Wealth Creation & Management
California
$70K – – –
30 31
32
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