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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 %
MCM
76
MV Capital Management
Maryland
$39.1M -$2.36M -38,927 -6%
PAS
77
Park Avenue Securities
New York
$39M -$18.7M -308,178 -32%
FFA
78
Fragasso Financial Advisors
Pennsylvania
$38.2M +$314K +4,881 +0.8%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$38.1M +$1.17M +18,526 +3%
MPW
80
Monterey Private Wealth
California
$38.1M -$1.81M -29,867 -5%
IWC
81
Integrated Wealth Concepts
Massachusetts
$36.9M +$4.95M +81,654 +15%
TC
82
Telemus Capital
Michigan
$36.5M +$236K +3,853 +0.6%
GWM
83
Geneos Wealth Management
Colorado
$36.3M +$3.96M +66,899 +12%
HighTower Advisors
84
HighTower Advisors
Illinois
$36.3M +$869K +14,345 +2%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$35.3M +$14.2M +234,478 +68%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$35M +$3.22M +53,104 +10%
SIA
87
Sovereign Investment Advisors
Arizona
$34.9M +$353K +5,817 +1%
TC
88
Trilogy Capital
California
$33.4M +$1.77M +28,189 +6%
Comerica Bank
89
Comerica Bank
Texas
$33M -$2.5M -39,370 -7%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$32.2M -$31.3M -516,410 -49%
SRC
91
Shufro Rose & Co
New York
$30.5M +$29.5M +486,999 +2,937%
HF
92
Halpern Financial
Virginia
$30.4M +$9.59M +158,161 +46%
BFG
93
Bouchey Financial Group
New York
$29.7M +$1.5M +24,785 +5%
TIA
94
Traphagen Investment Advisors
New Jersey
$29.6M -$1.14M -18,820 -4%
PA
95
Parallel Advisors
California
$29.1M -$5.85M -96,446 -17%
BCI
96
Brinker Capital Investments
Pennsylvania
$28.6M -$109K -1,793 -0.4%
DLIC
97
Daido Life Insurance Company
Japan
$28.2M – – –
PCFFS
98
Pacific Center for Financial Services
California
$28M +$7.93M +130,726 +40%
TCM
99
TD Capital Management
Tennessee
$27.9M -$1.01M -16,661 -3%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$27.5M -$1.49M -24,623 -5%
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