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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.13%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07B
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$33.5M
4
RJA
Raymond James & Associates
Florida
$1.89B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
LPL Financial
LPL Financial
California
$718M
2
Bank of America
Bank of America
North Carolina
$2.34B
3
RJFSA
Raymond James Financial Services Advisors
Florida
$624M
4
CC
Cassaday & Co
Virginia
$1.4M
5
EMPI
Elo Mutual Pension Insurance
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
76
Baron Silver Stevens Financial Advisors
Florida
$44M +$44M +647,966 New
Citigroup
77
Citigroup
New York
$42.9M +$458K +6,741 +1%
MCM
78
MV Capital Management
Maryland
$42.5M -$863K -12,718 -2%
IWC
79
Integrated Wealth Concepts
Massachusetts
$41.5M -$5.04M -74,319 -11%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$40.9M +$461K +6,790 +1%
MPW
81
Monterey Private Wealth
California
$40.4M -$1.37M -20,165 -3%
HF
82
Halpern Financial
Virginia
$40.4M +$1.95M +28,795 +5%
PCFFS
83
Pacific Center for Financial Services
California
$39.8M +$642K +9,463 +2%
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$38.8M -$849K -12,500 -2%
SRC
85
Shufro Rose & Co
New York
$38.3M +$1.69M +24,860 +5%
TC
86
Trilogy Capital
California
$37.4M -$365K -5,379 -1%
GWM
87
Geneos Wealth Management
Colorado
$36.7M +$8.53M +182,057 +30%
COF
88
Capital One Financial
Virginia
$36.4M +$2.78M +40,904 +8%
BFG
89
Bouchey Financial Group
New York
$35.5M +$1.17M +17,202 +3%
HighTower Advisors
90
HighTower Advisors
Illinois
$34M -$6.52M -96,161 -16%
SPC
91
Sigma Planning Corp
Michigan
$34M -$17.5M -257,263 -34%
Capstone Investment Advisors
92
Capstone Investment Advisors
New York
$33.5M +$33.5M +492,989 New
SPIA
93
Strategic Point Investment Advisors
Rhode Island
$33.3M -$7.33M -110,016 -18%
RPGK
94
Retirement Planning Group (Kansas)
Kansas
$33.2M +$1.18M +17,371 +4%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.7M +$837K +12,326 +3%
EH
96
Equitable Holdings
New York
$32.4M -$24.6M -362,535 -43%
PA
97
Parallel Advisors
California
$32.3M +$765K +11,270 +2%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$32.1M +$164K +2,422 +0.5%
DLIC
99
Daido Life Insurance Company
Japan
$31.5M – – –
IDA
100
Intelligence Driven Advisers
California
$31.2M +$1.08M +15,904 +4%
2 3
4
5 6