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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 %
ME
801
McIlrath & Eck
Washington
$63K – – –
BWM
802
BerganKDV Wealth Management
Minnesota
$62K – – –
GWMIA
803
Global Wealth Management Investment Advisory
Florida
$62K +$163 +3 +0.3%
Bank Julius Baer & Co
804
Bank Julius Baer & Co
Switzerland
$61K +$61K +1,123 New
TF
805
TimeScale Financial
Massachusetts
$58K -$377K -7,073 -87%
LWM
806
Lenox Wealth Management
Ohio
$58K +$8.24K +155 +17%
AIM
807
Anchor Investment Management
South Carolina
$57.1K – – –
CBT
808
Capital Bank & Trust
California
$51K – – –
HNB
809
Huntington National Bank
Ohio
$50K -$172K – –
CHA
810
Carmichael Hill & Associates
Maryland
$48K +$11.2K +208 +30%
JFA
811
JNBA Financial Advisors
Minnesota
$46K -$2.65K -49 -5%
1IA
812
1834 Investment Advisors
Wisconsin
$45K – – –
EWM
813
Endurance Wealth Management
Rhode Island
$42K – – –
HIA
814
Harbor Investment Advisory
Maryland
$39K +$18.3K +338 +88%
CFO
815
CVA Family Office
Colorado
$38K +$38K +695 New
LB
816
Legacy Bridge
Iowa
$37K – – –
GI
817
Gradient Investments
Minnesota
$37K +$107 +2 +0.3%
PP
818
Pacifica Partners
Canada
$36K – – –
MAM
819
Meeder Asset Management
Ohio
$35K -$10.4K -192 -23%
CA
820
Centerpoint Advisors
Massachusetts
$33K +$54 +1 +0.2%
CCM
821
Cribstone Capital Management
Maine
$33K +$33K +605 New
VRM
822
Vectors Research Management
New York
$31K +$1.68K +31 +6%
VNA
823
Valley National Advisers
Pennsylvania
$31K +$8.59K +159 +38%
LSA
824
Lion Street Advisors
Texas
$31K +$31K +572 New
WEC
825
Winslow Evans & Crocker
Massachusetts
$30K -$82.2K -1,480 -73%
31 32
33
34 35