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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

899 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+23
Holders Change %
+2.63%
% of All Funds
18.48%
Holding in Top 10
219
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7.2%
% of All Funds
4.5%
New
97
Increased
331
Reduced
385
Closed
69
Calls
$20.9M
Puts
$582K
Net Calls
+$20.4M
Net Calls Change
+$102M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$245M
2
PPFA
Provida Pension Fund Administrator
Chile
+$80.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$69.6M
4
MFG
Merit Financial Group
Georgia
+$62.7M
5
SP
Symmetry Partners
Connecticut
+$52.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$393M
2
Osaic Holdings
Osaic Holdings
Arizona
-$265M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$123M
4
Wells Fargo
Wells Fargo
California
-$121M
5
KeyBank National Association
KeyBank National Association
Ohio
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
951
Raab & Moskowitz Asset Management
New Jersey
– -$209K -3,882 Closed
AP
952
Arlington Partners
Alabama
– -$207K -3,829 Closed
GBBWRPM
953
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$203K -3,767 Closed
ATC
954
Argent Trust Co
Tennessee
– -$202K -3,732 Closed
CBT
955
Capital Bank & Trust
California
– -$51K -950 Closed
MAM
956
Meeder Asset Management
Ohio
– -$35K -648 Closed
CCM
957
Cribstone Capital Management
Maine
– -$33K -605 Closed
LSA
958
Lion Street Advisors
Texas
– -$31K -572 Closed
PFBT
959
Parkside Financial Bank & Trust
Missouri
– -$27K -498 Closed
PC
960
Permanens Capital
New York
– -$24K -450 Closed
EWM
961
EPG Wealth Management
Georgia
– -$21K -396 Closed
BII
962
Bainco International Investors
Massachusetts
– -$18K -339 Closed
CDIA
963
Capital Directions Investment Advisors
Georgia
– -$14K -254 Closed
MCM
964
McMillion Capital Management
North Carolina
– -$10K -193 Closed
KFI
965
Key Financial Inc
Pennsylvania
– -$10K -178 Closed
PVH
966
Psagot Value Holdings
Israel
– -$9K -160 Closed
SL
967
Salomon & Ludwin
Virginia
– -$8K -151 Closed
FGAM
968
Financial Gravity Asset Management
Texas
– -$4.49K -83 Closed
CAGAS
969
Capital Advisory Group Advisory Services
Minnesota
– -$3K -60 Closed
CIAS
970
CBIZ Investment Advisory Services
Ohio
– -$1K – –
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