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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 %
HFA
101
High Falls Advisors
New York
$24.6M +$5.21M +96,429 +27%
WR
102
Watson Rebecca
$24.5M +$5M +85,656 +26%
GKWIM
103
Gerber Kawasaki Wealth & Investment Management
California
$23.7M +$1.43M +26,477 +6%
QA
104
Quantitative Advantage
Minnesota
$23.3M +$23.3M +431,871 New
CAG
105
Crestwood Advisors Group
Massachusetts
$23.2M +$345K +6,380 +2%
ECM
106
ETrade Capital Management
Virginia
$23.1M +$9.5M +175,888 +70%
CIA
107
Choate Investment Advisors
Massachusetts
$23.1M -$10.5M -194,588 -31%
TFS
108
TrustCore Financial Services
Tennessee
$23M +$655K +12,119 +3%
CWM
109
Cornerstone Wealth Management
Missouri
$22.6M +$10.4M +192,883 +85%
WP
110
WealthSource Partners
California
$22.5M +$1.09M +20,167 +5%
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$22.5M -$2.43M -45,022 -10%
RCM
112
Requisite Capital Management
Texas
$22.4M +$1.72M +31,792 +8%
NEIRG
113
New England Investment & Retirement Group
Massachusetts
$22.3M -$577K -10,690 -3%
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.7M +$21.7M +402,236 New
GA
115
Gateway Advisory
New Jersey
$21.5M +$21.5M +397,388 New
Wellington Management Group
116
Wellington Management Group
Massachusetts
$21.5M +$21.5M +397,156 New
FAAS
117
First Allied Advisory Services
California
$20.8M +$8.85M +163,803 +74%
RCS
118
Retirement Capital Strategies
California
$20.3M +$7.67M +142,088 +61%
NCM
119
Novare Capital Management
North Carolina
$20.1M +$754K +13,966 +4%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$19.8M -$7.14M -132,241 -27%
LWA
121
Lowe Wealth Advisors
Maryland
$19.4M -$790K -14,624 -4%
FDCC
122
Foster Dykema Cabot & Co
Massachusetts
$19.1M -$313K -5,803 -2%
RCM
123
Rain Capital Management
Oregon
$18.9M -$1.69M -27,389 -8%
TF
124
Tompkins Financial
New York
$18.9M +$270K +5,009 +1%
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$18.8M +$1.73M +32,065 +10%
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5
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