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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 %
GWAG
151
Garrett Wealth Advisory Group
Texas
$18.3M +$89.6K +1,406 +0.5%
CB
152
Community Bank
New York
$18M -$27.7K -435 -0.2%
CS
153
Credit Suisse
Switzerland
$17.9M – – –
SWP
154
Summit Wealth Partners
Florida
$17.6M -$183K -2,864 -1%
HCM
155
Hengehold Capital Management
Ohio
$17.6M +$1.34M +21,007 +8%
TF
156
TLWM Financial
Texas
$17.4M +$1.18M +19,140 +7%
RJT
157
Raymond James Trust
Florida
$17.4M +$639K +10,028 +4%
SQA
158
Simon Quick Advisors
New Jersey
$17.1M -$159K -2,501 -0.9%
LNC
159
Lincoln National Corp
Pennsylvania
$17M -$416K -6,531 -2%
REMPR
160
Roof Eidam Maycock Peralta (REMP)
California
$16.8M -$1.57M -24,568 -9%
LWA
161
Lineweaver Wealth Advisors
Ohio
$16.8M +$42.6K +669 +0.3%
MFG
162
Magnus Financial Group
New York
$16.6M +$466K +7,308 +3%
Creative Planning
163
Creative Planning
Kansas
$16.3M +$14.6M +228,617 +854%
5L
164
55I LLC
Massachusetts
$16.1M +$9.64M +151,286 +150%
SMC
165
Smith, Moore & Co
Missouri
$16M -$4.99M -78,266 -24%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$15.8M +$15.3M +240,655 +3,526%
CI
167
CX Institutional
Indiana
$15.7M -$12.6M -197,100 -45%
IWM
168
IHT Wealth Management
Illinois
$15.3M +$2.43M +38,135 +19%
MBT
169
Montecito Bank & Trust
California
$15.2M -$387K -6,079 -2%
NEIRG
170
New England Investment & Retirement Group
Massachusetts
$15.1M -$9.32M -146,190 -38%
RCM
171
Rain Capital Management
Oregon
$14.9M -$323K -5,075 -2%
AI
172
Atria Investments
North Carolina
$14.8M +$986K +15,466 +7%
BRWA
173
B. Riley Wealth Advisors
Florida
$14.8M +$330K +5,172 +2%
SMG
174
Smart Money Group
Texas
$14.7M +$170K +2,671 +1%
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$14.4M +$1.89M +29,725 +15%
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