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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 %
FVWA
776
Foster Victor Wealth Advisors
South Carolina
$204K +$204K +3,196 New
JWBC
777
J.W. Burns & Co
New York
$204K +$204K +3,200 New
PWA
778
Peterson Wealth Advisors
Utah
$204K +$204K +3,208 New
EWM
779
Evercore Wealth Management
New York
$204K +$204K +3,211 New
CPA
780
Capital Planning Advisors
California
$203K +$203K +3,180 New
PFWA
781
Paces Ferry Wealth Advisors
Georgia
$203K +$203K +3,189 New
PCA
782
Personal Capital Advisors
California
$202K +$202K +3,163 New
BCM
783
BTR Capital Management
California
$202K +$202K +3,166 New
WCA
784
Westover Capital Advisors
Delaware
$201K +$201K +3,160 New
FC
785
FCA Corp
Texas
$199K +$199K +3,125 New
MSAGDF
786
Moneda SA Administradora General de Fondos
Chile
$184K -$127K -2,004 -41%
BBHC
787
Brown Brothers Harriman & Co
New York
$181K – – –
BCA
788
Berman Capital Advisors
Georgia
$175K +$444 +7 +0.3%
PW
789
Price Wealth
Texas
$164K – – –
SMFG
790
Sumitomo Mitsui Financial Group
Japan
$163K -$328K -5,156 -67%
PS
791
Planned Solutions
California
$161K +$161K +2,521 New
MA
792
MUFG Americas
New York
$158K – – –
SFA
793
Semmax Financial Advisors
North Carolina
$158K – – –
TCOV
794
Trust Company of Vermont
Vermont
$149K – – –
VFA
795
Valeo Financial Advisors
Indiana
$140K -$348K -5,461 -71%
APW
796
Acima Private Wealth
Virginia
$136K – – –
Deutsche Bank
797
Deutsche Bank
Germany
$133K -$9.55K -150 -7%
UBS AM
798
UBS AM
Illinois
$130K +$130K +2,033 New
AIM
799
Anchor Investment Management
South Carolina
$120K +$52.3K +821 +78%
TSW
800
Thompson Siegel & Walmsley
Virginia
$116K – – –
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32
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