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iShares MSCI USA Min Vol Factor ETF
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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 %
HCA
951
Harbour Capital Advisors
Virginia
– -$223K -3,400 Closed
RPWA
952
Regent Peak Wealth Advisors
Georgia
– -$221K -3,373 Closed
FVWA
953
Foster Victor Wealth Advisors
South Carolina
– -$221K -3,371 Closed
FWM
954
Frontier Wealth Management
Missouri
– -$220K -3,352 Closed
CFS
955
CRA Financial Services
New Jersey
– -$219K -3,341 Closed
GT
956
Glenview Trust
Kentucky
– -$215K -3,277 Closed
APP
957
Avantax Planning Partners
Iowa
– -$214K -3,262 Closed
TWM
958
Titus Wealth Management
California
– -$213K -3,245 Closed
PWA
959
Peterson Wealth Advisors
Utah
– -$210K -3,208 Closed
JWBC
960
J.W. Burns & Co
New York
– -$210K -3,200 Closed
CPA
961
Capital Planning Advisors
California
– -$209K -3,180 Closed
BCM
962
BTR Capital Management
California
– -$208K -3,166 Closed
MWA
963
Martel Wealth Advisors
Washington
– -$205K -3,130 Closed
HW
964
Hancock Whitney
Mississippi
– -$205K -3,120 Closed
FC
965
FCA Corp
Texas
– -$204K -3,107 Closed
LWA
966
LWS Wealth Advisors
New Jersey
– -$202K -3,086 Closed
SAM
967
Strategy Asset Managers
California
– -$200K -3,054 Closed
SPL
968
Smart Portfolios LLC
Washington
– -$200K -3,053 Closed
PO
969
Private Ocean
California
– -$151K -2,294 Closed
MWP
970
MYCIO Wealth Partners
Pennsylvania
– -$146K -2,223 Closed
MPWT
971
MassMutual Private Wealth & Trust
Connecticut
– -$143K -2,176 Closed
SBSB
972
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$122K -1,859 Closed
VCM
973
Vigilant Capital Management
Maine
– -$107K -1,637 Closed
SWM
974
Selective Wealth Management
Virginia
– -$56K -851 Closed
AC
975
AlphaCore Capital
California
– -$47K -712 Closed
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