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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 %
BCI
101
Brinker Capital Investments
Pennsylvania
$32.2M +$2.1M +32,961 +7%
AWM
102
AE Wealth Management
Kansas
$31.8M +$18.1M +283,783 +132%
COF
103
Capital One Financial
Virginia
$31.6M +$5.32M +83,416 +20%
RPGK
104
Retirement Planning Group (Kansas)
Kansas
$30.1M +$9.3M +145,877 +45%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$30M +$1.08M +16,967 +4%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9M -$250M -3,923,779 -89%
ECM
107
ETrade Capital Management
Virginia
$29.9M +$6.73M +105,537 +29%
PA
108
Parallel Advisors
California
$29.6M -$1M -15,747 -3%
DLIC
109
Daido Life Insurance Company
Japan
$29.6M – – –
IDA
110
Intelligence Driven Advisers
California
$28.2M +$12M +188,314 +74%
CAG
111
Crestwood Advisors Group
Massachusetts
$28.2M -$112K -1,765 -0.4%
CWM
112
Cornerstone Wealth Management
Missouri
$27.2M +$400K +6,274 +1%
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$26.7M -$716K -11,227 -3%
TCM
114
TD Capital Management
Tennessee
$26.6M -$2.73M -42,830 -9%
Franklin Resources
115
Franklin Resources
California
$26.2M +$1.76M +27,564 +7%
SWM
116
Southern Wealth Management
Texas
$25.7M +$14.9M +233,726 +138%
FAAS
117
First Allied Advisory Services
California
$25.3M -$965K -15,137 -4%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$25.1M +$6.21M +97,378 +33%
FHB
119
First Hawaiian Bank
Hawaii
$25M +$17.6M +275,692 +238%
WR
120
Watson Rebecca
$24.9M -$707K -11,093 -3%
KFS
121
Kelly Financial Services
Massachusetts
$24.7M +$1.03M +16,112 +4%
ACG
122
Allen Capital Group
Nebraska
$24.5M +$663K +10,060 +3%
TF
123
Tompkins Financial
New York
$23.6M +$694K +10,888 +3%
AIM
124
Astor Investment Management
Illinois
$23.5M +$23.5M +369,294 New
SS
125
Simplicity Solutions
Minnesota
$23.4M +$19.2M +301,710 +461%
3 4
5
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