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iShares MSCI USA Min Vol Factor ETF
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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 %
KTC
826
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
BC
827
Barnett & Company
Tennessee
$28K – – –
SCA
828
Stonebridge Capital Advisors
Minnesota
$27K -$8.34K -155 -24%
AIL
829
AGF Investments LLC
Ontario, Canada
$27K -$2K -37 -7%
PFBT
830
Parkside Financial Bank & Trust
Missouri
$27K – – –
First Manhattan
831
First Manhattan
New York
$26K – – –
PC
832
Permanens Capital
New York
$24K -$7.31K -137 -23%
PFSC
833
Peoples Financial Services Corp
Pennsylvania
$24K – – –
SSB
834
Sandy Spring Bank
Maryland
$22K -$30.8K -560 -58%
CTC
835
Central Trust Company
Missouri
$22K – – –
QCG
836
Quadrant Capital Group
Ohio
$22K – – –
EWM
837
EPG Wealth Management
Georgia
$21K – – –
SIM
838
Sonora Investment Management
Arizona
$18K – – –
RDWM
839
Red Door Wealth Management
Tennessee
$18K +$18K +339 New
BII
840
Bainco International Investors
Massachusetts
$18K +$18K +339 New
BWP
841
Baldwin Wealth Partners
Massachusetts
$17K – – –
OIA
842
Optimum Investment Advisors
Illinois
$16K – – –
POIA
843
Pin Oak Investment Advisors
Texas
$15K +$15K +279 New
HR
844
Howe & Rusling
New York
$14K -$41.4K -766 -75%
HCC
845
Hirtle Callaghan & Co
Pennsylvania
$14K – – –
CDIA
846
Capital Directions Investment Advisors
Georgia
$14K – – –
HWA
847
HCR Wealth Advisors
California
$13K +$1.38K +25 +12%
TC
848
Truvestments Capital
Florida
$13K +$13K +250 New
FCMT
849
Founders Capital Management (Texas)
Texas
$12K – – –
TFA
850
Toth Financial Advisory
Virginia
$11K – – –
32 33
34
35 36