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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 %
SWP
126
Stratos Wealth Partners
Ohio
$23.4M -$333K -5,226 -1%
LFAS
127
Level Four Advisory Services
Texas
$23.1M -$3.38M -53,003 -13%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$22.5M +$261K +4,090 +1%
NA
129
NewEdge Advisors
Louisiana
$22.4M +$2.31M +36,170 +11%
Comerica Bank
130
Comerica Bank
Texas
$22.3M -$11.4M -175,813 -34%
FDCC
131
Foster Dykema Cabot & Co
Massachusetts
$22M -$401K -6,286 -2%
LWA
132
Lowe Wealth Advisors
Maryland
$21.9M -$704K -11,039 -3%
NCM
133
Novare Capital Management
North Carolina
$21.8M -$1.02M -16,005 -4%
AP
134
Agilis Partners
Massachusetts
$21.4M – – –
RCM
135
Requisite Capital Management
Texas
$21M -$556K -8,720 -3%
EWF
136
Epstein & White Financial
California
$20.7M -$3.88M -60,904 -16%
LS
137
Leelyn Smith
Illinois
$20.6M +$1.17M +18,301 +6%
NAM
138
North American Management
Massachusetts
$20.6M -$136K -2,138 -0.7%
KA
139
Klingman & Associates
New York
$20.5M +$3.06M +48,074 +18%
IWS
140
Insight Wealth Strategies
California
$20.4M +$3.33M +52,285 +20%
CAL
141
Capital Advisors Ltd
Ohio
$20.4M -$155K -2,436 -0.8%
GKWIM
142
Gerber Kawasaki Wealth & Investment Management
California
$20.3M +$978K +15,346 +5%
SFA
143
Stewardship Financial Advisors
Georgia
$20.2M +$1.4M +21,984 +7%
Wellington Management Group
144
Wellington Management Group
Massachusetts
$20M -$3.07M -48,215 -13%
TVAMP
145
Tennessee Valley Asset Management Partners
Tennessee
$20M -$1.06M -16,636 -5%
CAAS
146
Capital Asset Advisory Services
Michigan
$19.7M +$1.65M +25,944 +9%
TPWA
147
TRUE Private Wealth Advisors
Oregon
$19.4M -$3.98M -62,502 -17%
WDL
148
Well Done LLC
Michigan
$18.7M +$111K +1,744 +0.6%
CS
149
Comerica Securities
Michigan
$18.7M -$111K -1,739 -0.6%
OCPWS
150
One Charles Private Wealth Services
Massachusetts
$18.7M +$4.72M +74,027 +34%
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