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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 %
RHP
901
Royal Harbor Partners
Texas
– -$2.27M -34,580 Closed
RIA
902
Regal Investment Advisors
Michigan
– -$2.11M -32,120 Closed
STA
903
Summit Trail Advisors
New York
– -$1.94M -29,556 Closed
TF
904
TIAA FSB
Florida
– -$1.81M -27,591 Closed
WAM
905
Wakefield Asset Management
Colorado
– -$1.45M -22,090 Closed
TCM
906
Tuttle Capital Management
Connecticut
– -$1.44M -21,874 Closed
ZIG
907
Zurich Insurance Group
Switzerland
– -$1.39M -21,223 Closed
AC
908
Avestar Capital
New York
– -$1.39M -21,148 Closed
TSS
909
Two Sigma Securities
New York
– -$1.2M -18,269 Closed
FMLI
910
Fukoku Mutual Life Insurance
Japan
– -$984K -15,000 Closed
QWM
911
QP Wealth Management
New Jersey
– -$984K -14,484 Closed
DC
912
Derby & Company
Massachusetts
– -$902K -13,755 Closed
SCA
913
Sage Capital Advisors
South Dakota
– -$853K -13,008 Closed
JWM
914
Jackson Wealth Management
Florida
– -$820K -12,089 Closed
CS
915
Capital Square
Tennessee
– -$789K -12,041 Closed
CIBC Asset Management
916
CIBC Asset Management
Ontario, Canada
– -$766K -11,671 Closed
DY
917
Dowling & Yahnke
California
– -$756K -11,517 Closed
CT
918
Columbia Trust
Oregon
– -$748K -11,415 Closed
CG
919
Cutler Group
California
– -$734K -11,199 Closed
HCM
920
Howard Capital Management
Georgia
– -$668K -10,065 Closed
WA
921
WESPAC Advisors
California
– -$647K -9,863 Closed
CCM
922
Crabel Capital Management
California
– -$474K -7,222 Closed
AWM
923
Altium Wealth Management
New York
– -$467K -7,124 Closed
Cerity Partners
924
Cerity Partners
New York
– -$448K -6,827 Closed
RIA
925
Realta Investment Advisors
Delaware
– -$434K -6,662 Closed
35 36
37
38 39