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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 %
MAM
901
Madison Asset Management
Wisconsin
– -$12.6M -207,492 Closed
PP
902
Paloma Partners
Connecticut
– -$9.38M -154,643 Closed
RIA
903
Regal Investment Advisors
Michigan
– -$9.33M -153,846 Closed
CC
904
Centiva Capital
New York
– -$8.57M -141,315 Closed
SVCP
905
Silicon Valley Capital Partners
California
– -$5.08M -83,736 Closed
CWS
906
Cypress Wealth Services
California
– -$4.43M -72,997 Closed
GA
907
Geller Advisors
New York
– -$3.78M -62,291 Closed
TA
908
TCG Advisors
Texas
– -$3.78M -62,283 Closed
CWG
909
Cornerstone Wealth Group
North Carolina
– -$3.16M -52,087 Closed
WA
910
Winfield Associates
Ohio
– -$2.98M -49,156 Closed
VWA
911
V Wealth Advisors
Kansas
– -$2.67M -44,099 Closed
MTB
912
Mizuho Trust & Banking
Japan
– -$2.43M -40,000 Closed
SPP
913
Single Point Partners
Massachusetts
– -$77K -31,888 Closed
NWP
914
Northstar Wealth Partners
Connecticut
– -$1.59M -26,229 Closed
CCFM
915
Clear Creek Financial Management
Washington
– -$1.36M -22,379 Closed
GCMG
916
Gyroscope Capital Management Group
Florida
– -$1.11M -18,262 Closed
W
917
WealthStone
Ohio
– -$1.05M -17,370 Closed
JG
918
Jefferies Group
New York
– -$1.01K -16,595 Closed
CRWM
919
Castle Rock Wealth Management
California
– -$951K -14,925 Closed
TI
920
tru Independence
Oregon
– -$865 -14,274 Closed
UR
921
USCA RIA
Texas
– -$575K -9,487 Closed
BP
922
BBR Partners
New York
– -$547K -9,022 Closed
SC
923
Sepio Capital
Utah
– -$538K -8,874 Closed
PCMC
924
Paragon Capital Management (Colorado)
Colorado
– -$481K -7,936 Closed
GSC
925
G&S Capital
Colorado
– -$455K -7,497 Closed
35 36
37
38 39