USMV icon

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 %
RPSA
176
Richard P. Slaughter Associates
Texas
$11.8M +$7.41M +137,215 +168%
IA
177
IFP Advisors
Florida
$11.7M -$1.28M -23,422 -10%
LFGH
178
Lee Financial Group Hawaii
Hawaii
$11.5M -$95.9K -1,776 -0.8%
PPWM
179
PFG Private Wealth Management
Florida
$11.5M +$11.1M +206,289 +3,377%
WI
180
Wintrust Investments
Illinois
$11.5M +$1.78M +32,970 +18%
RJT
181
Raymond James Trust
Florida
$11.4M +$874K +16,186 +8%
OCPWS
182
One Charles Private Wealth Services
Massachusetts
$11.3M +$62.1K +1,149 +0.6%
PAS
183
Partnervest Advisory Services
California
$11.3M +$705K +13,060 +7%
FWM
184
FFT Wealth Management
Pennsylvania
$11.2M +$24.9K +461 +0.2%
Brown Advisory
185
Brown Advisory
Maryland
$11.1M +$246K +4,550 +2%
CAL
186
Capital Analysts LLC
Pennsylvania
$11.1M +$1.2M +22,125 +12%
AWA
187
Acorn Wealth Advisors
Michigan
$11.1M -$921K -16,731 -8%
SQA
188
Simon Quick Advisors
New Jersey
$11.1M +$10M +185,994 +972%
HWA
189
HHM Wealth Advisors
Tennessee
$11M +$4.01M +74,201 +57%
SMG
190
Smart Money Group
Texas
$11M -$2.1M -38,964 -16%
PA
191
Pinnacle Associates
New York
$11M -$1.52M -28,220 -12%
SS
192
Simplicity Solutions
Minnesota
$10.9M -$4.91M -90,825 -31%
FP
193
Fiduciary Planning
Florida
$10.9M -$4.21M -77,996 -28%
BGDI
194
BW Gestao de Investimentos
Brazil
$10.8M +$10.8M +200,000 New
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$10.8M +$9.5M +175,836 +747%
ONST
196
Old North State Trust
North Carolina
$10.6M -$6.42M -118,885 -38%
HCA
197
Heck Capital Advisors
Wisconsin
$10.5M +$5.08M +94,038 +93%
PI
198
PFS Investments
Georgia
$10.3M -$63M -1,166,554 -86%
TWA
199
Tillar-Wenstrup Advisors
Ohio
$10.3M +$24.7K +457 +0.2%
LWP
200
Legacy Wealth Planning
Nevada
$10.3M -$386K -7,142 -4%
6 7
8
9 10