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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 %
PP
926
Professional Planning
California
– -$423K -6,984 Closed
PCM
927
Pennsylvania Capital Management
Pennsylvania
– -$423K -6,984 Closed
AC
928
Abbrea Capital
California
– -$341K -5,620 Closed
CWA
929
Clarus Wealth Advisors
Arizona
– -$337K -5,514 Closed
Verition Fund Management
930
Verition Fund Management
Connecticut
– -$333K -5,499 Closed
MGIA
931
Moneta Group Investment Advisors
Missouri
– -$327K -5,393 Closed
GSAM
932
Grant Street Asset Management
Pennsylvania
– -$310K -5,116 Closed
DOA
933
D'Orazio & Associates
Virginia
– -$272K -4,488 Closed
RC
934
RegentAtlantic Capital
New Jersey
– -$254K -4,195 Closed
HI
935
Hudock Inc
Pennsylvania
– -$249K -4,122 Closed
Millennium Management
936
Millennium Management
New York
– -$249K -4,099 Closed
MWM
937
Mission Wealth Management
California
– -$245K -4,033 Closed
Invesco
938
Invesco
Georgia
– -$243K -4,000 Closed
BSAM
939
Blue Sky Asset Management
Colorado
– -$232K -3,829 Closed
Fisher Asset Management
940
Fisher Asset Management
Washington
– -$227K -3,736 Closed
MWM
941
Meridian Wealth Management
Kentucky
– -$217K -3,585 Closed
BMCM
942
Bryn Mawr Capital Management
Pennsylvania
– -$214K -3,529 Closed
NGA
943
Naples Global Advisors
Florida
– -$213K -3,517 Closed
PCS
944
Personal CFO Solutions
New Jersey
– -$212K -3,497 Closed
KPW
945
Kore Private Wealth
New York
– -$76K -1,269 Closed
QT
946
Quantbot Technologies
New York
– -$60K -1,000 Closed
AWM
947
Apollon Wealth Management
South Carolina
– -$53K -866 Closed
PP
948
Pacifica Partners
Canada
– -$40K -650 Closed
FWM
949
Filbrandt Wealth Management
Wisconsin
– -$32K -532 Closed
PFSC
950
Peoples Financial Services Corp
Pennsylvania
– -$27K -440 Closed
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