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iShares MSCI USA Min Vol Factor ETF
USMV

901 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, 357 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $5.86M

1.46% more ownership

Funds ownership: 65.44% → 66.9% (+1.5%)

9% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 64

3% more capital invested

Capital invested by funds: $22.1B → $22.7B (+$596M)

0% less funds holding

Funds holding: 902 → 901 (-1)

1% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 357

4% less funds holding in top 10

Funds holding in top 10: 220 → 211 (-9)

Holders
901
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
18.18%
Holding in Top 10
211
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.09%
% of All Funds
4.26%
New
70
Increased
353
Reduced
357
Closed
64
Calls
$22.7M
Puts
$5.86M
Net Calls
+$16.8M
Net Calls Change
-$3.57M

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$91.4M
2
HI
Horizon Investments
North Carolina
+$90M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$85.7M
4
PI
PFS Investments
Georgia
+$57M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.1M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$249M
2
Wells Fargo
Wells Fargo
California
-$237M
3
Bank of America
Bank of America
North Carolina
-$134M
4
KeyBank National Association
KeyBank National Association
Ohio
-$117M
5
PPFA
Provida Pension Fund Administrator
Chile
-$87.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
776
Horan Securities
United States
$207K +$199K +3,129 +2,652%
RP
777
Rowlandmiller & Partners
Georgia
$207K – – –
FVWA
778
Foster Victor Wealth Advisors
South Carolina
$204K +$203K +3,196 New
JWBC
779
J.W. Burns & Co
New York
$204K +$203K +3,200 New
PWA
780
Peterson Wealth Advisors
Utah
$204K +$204K +3,208 New
EWM
781
Evercore Wealth Management
New York
$204K +$204K +3,211 New
CPA
782
Capital Planning Advisors
California
$203K +$202K +3,180 New
PFWA
783
Paces Ferry Wealth Advisors
Georgia
$203K +$202K +3,189 New
PCA
784
Personal Capital Advisors
California
$202K +$201K +3,163 New
BCM
785
BTR Capital Management
California
$202K +$201K +3,166 New
WCA
786
Westover Capital Advisors
Delaware
$201K +$201K +3,160 New
FC
787
FCA Corp
Texas
$199K +$198K +3,125 New
MSAGDF
788
Moneda SA Administradora General de Fondos
Chile
$184K -$127K -2,004 -41%
BBHC
789
Brown Brothers Harriman & Co
New York
$181K – – –
BCA
790
Berman Capital Advisors
Georgia
$175K +$444 +7 +0.3%
PW
791
Price Wealth
Texas
$164K – – –
SMFG
792
Sumitomo Mitsui Financial Group
Japan
$163K -$327K -5,156 -67%
PS
793
Planned Solutions
California
$161K +$160K +2,521 New
MA
794
MUFG Americas
New York
$158K – – –
SFA
795
Semmax Financial Advisors
North Carolina
$158K – – –
TCOV
796
Trust Company of Vermont
Vermont
$149K – – –
VFA
797
Valeo Financial Advisors
Indiana
$140K -$347K -5,461 -71%
APW
798
Acima Private Wealth
Virginia
$136K – – –
Deutsche Bank
799
Deutsche Bank
Germany
$133K -$9.52K -150 -7%
UBS AM
800
UBS AM
Illinois
$130K +$129K +2,033 New
30 31
32
33 34

USMV Hedge Fund Activity: Q3 2020 in Review

901 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2020, worth a combined $22.7B — up 2.7% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new USMV positions and 64 closed out — a net gain of 6 holders — while 353 added to existing stakes and 357 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $91.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $249M.

  • 901 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2020, down from 902 in Q2 2020.
  • Funds reported $22.7B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2020, up 2.7% quarter-over-quarter.
  • 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2020 and 64 closed out, a net change of +6 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2020 was Two Sigma Investments, an estimated $91.4M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $249M sold.

Based on aggregated 13F filings for Q3 2020.