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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 %
TCWM
976
Total Clarity Wealth Management
Illinois
– -$34K -518 Closed
DI
977
Disciplined Investments
Oklahoma
– -$28K -427 Closed
BBA
978
Braun-Bostich & Associates
Pennsylvania
– -$24K -366 Closed
WCM
979
Wealthcare Capital Management
Virginia
– -$23K -355 Closed
FWM
980
Foresight Wealth Management
Utah
– -$21K -321 Closed
IWP
981
IAG Wealth Partners
Wisconsin
– -$17K -253 Closed
TI
982
tru Independence
Oregon
– -$13K -238 Closed
RFM
983
Royal Fund Management
Florida
– -$14K -219 Closed
FWM
984
Filbrandt Wealth Management
Wisconsin
– -$14K -215 Closed
TFO
985
Tarbox Family Office
California
– -$12K -189 Closed
IIA
986
ICW Investment Advisors
Arizona
– -$11K -172 Closed
FBT
987
First Bank & Trust
South Dakota
– -$7K -104 Closed
LFA
988
Lighthouse Financial Advisors
Maryland
– -$6K -102 Closed
HWM
989
Howard Wealth Management
Connecticut
– -$6K -95 Closed
CWA
990
Capital Wealth Alliance
Arizona
– -$5K -79 Closed
BRC
991
Bell Rock Capital
Delaware
– -$3K -50 Closed
CHAM
992
Clear Harbor Asset Management
Connecticut
– -$2.95K -45 Closed
SHWM
993
Silicon Hills Wealth Management
Texas
– -$1.02K -25 Closed
HCA
994
Horan Capital Advisors
Ohio
– -$1K -9 Closed
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