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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 %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$44.4M -$3.57M -56,027 -7%
FT
77
Fiduciary Trust
Massachusetts
$43.9M -$2.13M -33,478 -5%
IWC
78
Integrated Wealth Concepts
Massachusetts
$43.7M +$4.87M +76,402 +13%
PAS
79
Park Avenue Securities
New York
$43.6M +$2.62M +41,117 +6%
TC
80
Telemus Capital
Michigan
$43.5M +$4.41M +67,443 +11%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$43.2M +$6.4M +100,467 +17%
CG
82
Colony Group
Massachusetts
$41.9M +$18.4M +289,075 +78%
MCM
83
MV Capital Management
Maryland
$40.7M -$408K -6,398 -1%
WAOI
84
Wealth Advisors of Iowa
Iowa
$40.4M -$9.57M -150,165 -19%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$40.2M +$19.2M +300,980 +91%
Citigroup
86
Citigroup
New York
$39.8M -$5.36M -84,085 -12%
MPW
87
Monterey Private Wealth
California
$39.2M -$851K -13,357 -2%
SPIA
88
Strategic Point Investment Advisors
Rhode Island
$38.9M +$265K +4,158 +0.7%
HighTower Advisors
89
HighTower Advisors
Illinois
$38.1M -$43.3K -679 -0.1%
FFA
90
Fragasso Financial Advisors
Pennsylvania
$38M +$128K +2,001 +0.3%
GWM
91
Geneos Wealth Management
Colorado
$37.8M -$783K -12,439 -2%
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$37.3M +$189K +2,965 +0.5%
PCFFS
93
Pacific Center for Financial Services
California
$36.8M +$7.39M +115,931 +25%
HF
94
Halpern Financial
Virginia
$36.1M +$4.14M +64,992 +13%
TC
95
Trilogy Capital
California
$35.5M +$1.61M +25,286 +5%
SIA
96
Sovereign Investment Advisors
Arizona
$34.7M -$1.92M -30,173 -5%
SRC
97
Shufro Rose & Co
New York
$34.4M +$2.28M +35,839 +7%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$33.2M -$404K -6,377 -1%
TIA
99
Traphagen Investment Advisors
New Jersey
$32.8M +$1.71M +26,840 +5%
BFG
100
Bouchey Financial Group
New York
$32.3M +$1.03M +16,144 +3%
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