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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 %
CAG
101
Crestwood Advisors Group
Massachusetts
$26.9M +$847K +13,973 +3%
CI
102
CX Institutional
Indiana
$26.9M +$10.7M +175,665 +66%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$26.1M +$873K +14,380 +3%
PI
104
PFS Investments
Georgia
$26.1M +$14.5M +239,766 +126%
CWM
105
Cornerstone Wealth Management
Missouri
$25.5M +$117K +1,927 +0.5%
LFAS
106
Level Four Advisory Services
Texas
$25.2M -$15.3M -251,942 -38%
FAAS
107
First Allied Advisory Services
California
$25M +$1.66M +27,368 +7%
COF
108
Capital One Financial
Virginia
$25M +$13.8M +227,074 +122%
Franklin Resources
109
Franklin Resources
California
$24.4M +$24M +377,864 +6,808%
WR
110
Watson Rebecca
$24.3M -$1.11M -18,366 -4%
HFA
111
High Falls Advisors
New York
$23.6M -$4.05M -66,755 -15%
PCIG
112
Partners Capital Investment Group
Massachusetts
$23.5M +$9.69M +159,899 +70%
EWF
113
Epstein & White Financial
California
$23.3M +$2.8M +46,146 +14%
NEIRG
114
New England Investment & Retirement Group
Massachusetts
$23.3M -$1.76M -28,960 -7%
Two Sigma Investments
115
Two Sigma Investments
New York
$23.1M +$16.4M +270,800 +245%
SWP
116
Stratos Wealth Partners
Ohio
$22.6M -$14.9M -246,127 -40%
KFS
117
Kelly Financial Services
Massachusetts
$22.5M +$22.5M +370,325 +27,907%
CG
118
Colony Group
Massachusetts
$22.4M -$22.1M -363,714 -50%
TPWA
119
TRUE Private Wealth Advisors
Oregon
$22.3M +$104K +1,708 +0.5%
ECM
120
ETrade Capital Management
Virginia
$22.1M -$3.84M -63,294 -15%
ACG
121
Allen Capital Group
Nebraska
$21.9M +$1.41M +23,322 +7%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$21.9M -$2.16M -35,656 -9%
TFS
123
TrustCore Financial Services
Tennessee
$21.9M -$3.89M -64,091 -15%
TF
124
Tompkins Financial
New York
$21.8M +$622K +10,264 +3%
NCM
125
Novare Capital Management
North Carolina
$21.7M -$805K -13,271 -4%
3 4
5
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