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 %
HGWM
876
Harvest Group Wealth Management
Massachusetts
$1K – – –
CIAS
877
CBIZ Investment Advisory Services
Ohio
$1K -$1K – –
WIM
878
Westside Investment Management
California
$641 +$641 +11,879 New
WA
879
WBH Advisory
Maryland
$579 +$128 +2,365 +28%
SCA
880
Stuart Chaussee & Associates
California
– -$83M -1,265,387 Closed
PWS
881
Paragon Wealth Strategies
Florida
– -$25.2M -383,386 Closed
AP
882
Agilis Partners
Massachusetts
– -$20.9M -317,961 Closed
FIG
883
FundX Investment Group
California
– -$13.6M -207,284 Closed
AWA
884
Alaska Wealth Advisors
Alaska
– -$10.8M -164,715 Closed
ECML
885
Eagle Capital Management (Louisiana)
Louisiana
– -$10.5M -160,595 Closed
JWCA
886
J.W. Cole Advisors
Florida
– -$9.35M -142,520 Closed
Goldman Sachs
887
Goldman Sachs
New York
– -$9.02M -137,489 Closed
FSA
888
Financial Services Advisory
Maryland
– -$8.81M -134,216 Closed
BMM
889
Berkshire Money Management
Massachusetts
– -$7.42M -113,161 Closed
BHWA
890
Beacon Harbor Wealth Advisors
Virginia
– -$7.25M -110,485 Closed
FIM
891
Freedom Investment Management
Connecticut
– -$5.71M -87,040 Closed
GLR
892
Great Lakes Retirement
Ohio
– -$5.53M -84,296 Closed
Millennium Management
893
Millennium Management
New York
– -$4.87M -74,266 Closed
DIM
894
Delta Investment Management
California
– -$4.32M -65,820 Closed
BFA
895
Brendel Financial Advisors
New Hampshire
– -$4.24M -64,551 Closed
JFA
896
Johanson Financial Advisors
California
– -$912K -59,828 Closed
CCMG
897
Clark Capital Management Group
Pennsylvania
– -$3.61M -54,977 Closed
NCM
898
Niemann Capital Management
Nevada
– -$3.22M -49,079 Closed
FI
899
FormulaFolio Investments
Michigan
– -$2.65M -40,431 Closed
BUB
900
BBVA USA Bancshares
Texas
– -$2.37M -36,196 Closed
34 35
36
37 38