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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 %
LFAS
76
Level Four Advisory Services
Texas
$36.1M -$1.55M -28,722 -4%
MPW
77
Monterey Private Wealth
California
$35.6M +$3.29M +60,937 +10%
FT
78
Fiduciary Trust
Massachusetts
$34.7M +$3.61M +66,875 +12%
EWM
79
Executive Wealth Management
Michigan
$34M +$10.9M +201,614 +47%
SHJ
80
Sharkey, Howes & Javer
Colorado
$33.7M -$4.24M -78,525 -11%
MIAN
81
Mariner Independent Advisor Network
Kansas
$33.5M +$1.34M +25,814 +4%
SWP
82
Stratos Wealth Partners
Ohio
$33.4M +$3.73M +69,034 +13%
Comerica Bank
83
Comerica Bank
Texas
$32.7M -$1.31M -22,450 -4%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$31.8M +$368K +6,818 +1%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$31.7M +$16.2M +299,312 +104%
HighTower Advisors
86
HighTower Advisors
Illinois
$31.5M +$6.33M +117,298 +25%
PA
87
Parallel Advisors
California
$31.2M +$5.52M +102,266 +22%
SIA
88
Sovereign Investment Advisors
Arizona
$30.8M +$62.8K +1,162 +0.2%
TC
89
Trilogy Capital
California
$29.9M +$10.9M +183,239 +57%
GWM
90
Geneos Wealth Management
Colorado
$29.3M -$13M -241,421 -31%
IWC
91
Integrated Wealth Concepts
Massachusetts
$28.5M -$2.34M -43,406 -8%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$28.3M +$1.55M +28,749 +6%
BA
93
BCM Advisors
Louisiana
$28.2M +$27.9M +517,106 +8,939%
TIA
94
Traphagen Investment Advisors
New Jersey
$27.4M -$2.16M -40,060 -7%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$25.8M +$25.8M +477,661 New
TCM
96
TD Capital Management
Tennessee
$25.8M -$884K -16,373 -3%
BCI
97
Brinker Capital Investments
Pennsylvania
$25.6M +$22.4M +413,961 +694%
BFG
98
Bouchey Financial Group
New York
$25.1M +$14.4M +266,180 +134%
DLIC
99
Daido Life Insurance Company
Japan
$25.1M – – –
AAS
100
Avantax Advisory Services
Texas
$24.8M -$2.14M -39,578 -8%
2 3
4
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