USMV icon

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 %
AA
851
AlphaMark Advisors
Kentucky
$11K +$3.3K +60 +43%
MCM
852
McMillion Capital Management
North Carolina
$10K – – –
KFI
853
Key Financial Inc
Pennsylvania
$10K +$10K +178 New
FP
854
Financial Perspectives
Minnesota
$9.99K +$378 +7 +4%
PVH
855
Psagot Value Holdings
Israel
$9K – – –
AW
856
Avion Wealth
Texas
$9K +$9K +161 New
Deutsche Bank
857
Deutsche Bank
Germany
$8K +$4.27K +80 +114%
SL
858
Salomon & Ludwin
Virginia
$8K +$8K +151 New
MF
859
Manchester Financial
California
$7K – – –
RIA
860
RPG Investment Advisory
California
$7K – – –
HI
861
Hoey Investments
Pennsylvania
$7K – – –
KPW
862
Kore Private Wealth
New York
$6K -$5.9K -118 -50%
HS
863
Horan Securities
United States
$6K +$6K +118 New
BFC
864
Bedel Financial Consulting
Indiana
$5K – – –
BWM
865
Baystate Wealth Management
Massachusetts
$5K +$5K +98 New
FGAM
866
Financial Gravity Asset Management
Texas
$4.49K -$272K -5,036 -98%
EW
867
Element Wealth
Mississippi
$4K -$1.35K -24 -25%
AWM
868
AllSquare Wealth Management
New York
$4K – – –
CCA
869
Column Capital Advisors
Indiana
$4K +$4K +72 New
CAGAS
870
Capital Advisory Group Advisory Services
Minnesota
$3K -$9.35K -187 -76%
NL
871
NWAM LLC
Washington
$2.08K -$412 -7,628 -17%
IRC
872
Investors Research Corp
Georgia
$2K – – –
FA
873
Fortis Advisors
Pennsylvania
$2K +$2K +39 New
SIS
874
Sound Income Strategies
Florida
$1K -$4.05K -89 -80%
NR
875
Newfound Research
Massachusetts
$1K -$6.33K -76 -86%
33 34
35
36 37