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 %
BA
926
Bristlecone Advisors
Washington
– -$429K -6,545 Closed
Wolverine Trading
927
Wolverine Trading
Illinois
– -$417K -6,377 Closed
SFC
928
SYM Financial Corp
Indiana
– -$351K -5,358 Closed
WI
929
WrapManager Inc
California
– -$334K -5,091 Closed
ACA
930
Ackerman Capital Advisors
Texas
– -$326K -4,970 Closed
AP
931
Atwood & Palmer
Missouri
– -$317K -4,830 Closed
ACI
932
Alpha Cubed Investments
California
– -$313K -4,768 Closed
VR
933
Viridian RIA
Washington
– -$292K -4,457 Closed
WIA
934
Westbourne Investment Advisors
Maryland
– -$285K -4,351 Closed
CPC
935
Consolidated Planning Corp
Georgia
– -$282K -4,302 Closed
NGA
936
Naples Global Advisors
Florida
– -$277K -4,217 Closed
Simplex Trading
937
Simplex Trading
Illinois
– -$258K -3,945 Closed
FIM
938
Frontier Investment Management
Texas
– -$255K -3,894 Closed
MG
939
Mather Group
Illinois
– -$252K -3,848 Closed
MPW
940
MA Private Wealth
California
– -$246K -3,748 Closed
LP
941
LGL Partners
Pennsylvania
– -$241K -3,679 Closed
CCM
942
Coldstream Capital Management
Washington
– -$239K -3,648 Closed
CAM
943
Cresset Asset Management
Illinois
– -$237K -3,614 Closed
WA
944
Wealth Architects
California
– -$237K -3,609 Closed
AWM
945
Aevitas Wealth Management
Massachusetts
– -$234K -3,563 Closed
LA
946
LVW Advisors
New York
– -$228K -3,472 Closed
DIP
947
DT Investment Partners
Pennsylvania
– -$227K -3,471 Closed
PSF
948
Pacific Sun Financial
California
– -$227K -3,465 Closed
CFW
949
CA Family Wealth
California
– -$227K -3,464 Closed
ACM
950
Advisors Capital Management
New Jersey
– -$224K -3,413 Closed
36 37
38
39 40