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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 %
NA
126
NewEdge Advisors
Louisiana
$18.7M -$4.04M -74,741 -18%
CS
127
Comerica Securities
Michigan
$18.5M +$1.29M +23,857 +7%
HF
128
Halpern Financial
Virginia
$18.5M +$3.35M +61,965 +22%
MAM
129
Madison Asset Management
Wisconsin
$18.5M +$3.39M +62,827 +22%
EWF
130
Epstein & White Financial
California
$18.3M +$4.04M +74,774 +28%
ACG
131
Allen Capital Group
Nebraska
$18.3M +$18.1M +334,407 +8,119%
PCFFS
132
Pacific Center for Financial Services
California
$17.8M +$37.1K +686 +0.2%
NAM
133
North American Management
Massachusetts
$17.7M +$978K +18,104 +6%
GFPC
134
Global Financial Private Capital
Florida
$17.7M -$14.2M -263,396 -45%
SMC
135
Smith, Moore & Co
Missouri
$17.3M +$2.02M +37,374 +13%
FANJ
136
Financial Architects (New Jersey)
New Jersey
$17.2M +$2.55M +47,293 +17%
CAL
137
Capital Advisors Ltd
Ohio
$17.2M -$21.4K -396 -0.1%
AWM
138
AE Wealth Management
Kansas
$17.2M -$6.2M -114,744 -27%
CB
139
Community Bank
New York
$17.1M +$130K +2,415 +0.8%
WDL
140
Well Done LLC
Michigan
$16M -$319K -5,900 -2%
LS
141
Leelyn Smith
Illinois
$15.9M +$2.33M +43,138 +17%
TVAMP
142
Tennessee Valley Asset Management Partners
Tennessee
$15.6M +$258K +4,784 +2%
PS
143
Portfolio Strategies
New York
$15.5M -$708K -13,114 -4%
CS
144
Credit Suisse
Switzerland
$15.3M +$10.8M +200,821 +246%
REMPR
145
Roof Eidam Maycock Peralta (REMP)
California
$15.1M -$603K -11,167 -4%
QI
146
QS Investors
New York
$15.1M -$12M -222,147 -44%
GWAG
147
Garrett Wealth Advisory Group
Texas
$15.1M +$403K +7,457 +3%
CAAS
148
Capital Asset Advisory Services
Michigan
$15.1M +$8.48M +147,864 +128%
GCM
149
Gibraltar Capital Management
Oklahoma
$15M -$1.85M -34,173 -11%
CI
150
Cavalier Investments
Georgia
$14.9M +$4.87M +90,131 +48%
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