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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 %
HWM
801
Holloway Wealth Management
Florida
$113K -$108K – –
OC
802
Oakworth Capital
Alabama
$110K – – –
CCM
803
Covington Capital Management
California
$107K – – –
WT
804
Washington Trust
Rhode Island
$107K +$107K +1,675 New
BCP
805
Blue Chip Partners
Michigan
$100K +$100K +1,564 New
RFWA
806
RPg Family Wealth Advisory
Massachusetts
$93.5K – – –
AWA
807
Arkadios Wealth Advisors
Georgia
$89.8K +$2.62K +40 +3%
AA
808
Advisory Alpha
Michigan
$89K +$89K +1,379 New
LB
809
Legacy Bridge
Iowa
$87K – – –
CHA
810
Carmichael Hill & Associates
Maryland
$87K +$9.75K +153 +13%
MAWCM
811
Mine & Arao Wealth Creation & Management
California
$83K – – –
IRAG
812
Investment Research & Advisory Group
Georgia
$81K +$81K +1,274 New
BWM
813
BerganKDV Wealth Management
Minnesota
$73K -$270K -4,218 -79%
Bank Julius Baer & Co
814
Bank Julius Baer & Co
Switzerland
$72K – – –
CFB
815
Cullen/Frost Bankers
Texas
$70K – – –
TF
816
TimeScale Financial
Massachusetts
$70K +$382 +6 +0.5%
ME
817
McIlrath & Eck
Washington
$69K – – –
AWM
818
Avior Wealth Management
Nebraska
$68K -$616K -9,742 -90%
NFSG
819
Newbridge Financial Services Group
Florida
$66K +$66K +1,034 New
RIM
820
Rockbridge Investment Management
New York
$64K -$58.3K -914 -48%
FA
821
Financial Advantage
Maryland
$63K – – –
PCA
822
Providence Capital Advisors
North Carolina
$59K – – –
Simplex Trading
823
Simplex Trading
Illinois
$59K +$59K +934 New
GI
824
Gradient Investments
Minnesota
$58K +$11.2K +175 +24%
SXL
825
Summit X LLC
Missouri
$57.4K +$483 +498 +0.8%
31 32
33
34 35