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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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$14.9M +$4.91M +90,926 +49%
SWP
152
Summit Wealth Partners
Florida
$14.8M +$490K +9,068 +3%
AIP
153
Almanack Investment Partners
Pennsylvania
$14.8M +$10M +185,713 +211%
CFGS
154
Concourse Financial Group Securities
Alabama
$14.8M -$1.61M -29,750 -10%
SWM
155
Southern Wealth Management
Texas
$14.8M +$4.5M +83,341 +44%
KA
156
Klingman & Associates
New York
$14.5M +$3.04M +56,315 +26%
CI
157
CX Institutional
Indiana
$14.4M +$10.8M +200,534 +301%
LNC
158
Lincoln National Corp
Pennsylvania
$14.2M -$599K -11,083 -4%
IDA
159
Intelligence Driven Advisers
California
$14.1M -$949K -17,577 -6%
TF
160
TLWM Financial
Texas
$13.8M +$12.4K +229 +0.1%
CA
161
Clearstead Advisors
Ohio
$13.7M +$6.89M +127,517 +101%
BRWA
162
B. Riley Wealth Advisors
Florida
$13.7M -$2.19M -40,627 -14%
LWA
163
Lineweaver Wealth Advisors
Ohio
$13.7M -$2.69M -49,747 -16%
MBT
164
Montecito Bank & Trust
California
$13.3M +$2.54M +47,079 +24%
VCM
165
Verde Capital Management
Michigan
$13.1M -$255K -4,723 -2%
HCM
166
Hengehold Capital Management
Ohio
$12.9M -$16.2M -300,379 -56%
Bessemer Group
167
Bessemer Group
New Jersey
$12.5M +$794K +14,710 +7%
IWS
168
Insight Wealth Strategies
California
$12.5M +$8.82M +163,345 +241%
CSWG
169
Cardinal Strategic Wealth Guidance
Kentucky
$12.4M +$1.5M +27,782 +14%
IWM
170
IHT Wealth Management
Illinois
$12.4M +$123K +2,283 +1%
PCIG
171
Partners Capital Investment Group
Massachusetts
$12.3M +$12.3M +228,464 New
CG
172
CFO4Life Group
Texas
$12.3M +$820K +15,185 +7%
SFA
173
Stewardship Financial Advisors
Georgia
$12.3M -$14.7M -271,964 -54%
SCM
174
Stonehearth Capital Management
Massachusetts
$12.1M -$524K -9,702 -4%
ASN
175
Advisory Services Network
Georgia
$11.9M -$5.17M -95,683 -30%
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