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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 %
WFWM
176
Wechter Feldman Wealth Management
New Jersey
$14.4M +$217K +3,399 +2%
CSWG
177
Cardinal Strategic Wealth Guidance
Kentucky
$14.3M -$165K -2,591 -1%
CA
178
Clearstead Advisors
Ohio
$14.1M -$175K -2,745 -1%
LFGH
179
Lee Financial Group Hawaii
Hawaii
$14.1M +$203K +3,184 +1%
TFS
180
TrustCore Financial Services
Tennessee
$14.1M -$8.95M -140,410 -39%
ASN
181
Advisory Services Network
Georgia
$13.9M -$459K -7,200 -3%
KCM
182
Kathmere Capital Management
Pennsylvania
$13.8M +$1.48M +23,231 +12%
HCA
183
Heck Capital Advisors
Wisconsin
$13.7M -$5.7M -89,455 -29%
VCM
184
Verde Capital Management
Michigan
$13.6M -$326K -5,123 -2%
PPWM
185
PFG Private Wealth Management
Florida
$13.6M -$91.3K -1,432 -0.7%
PAS
186
Partnervest Advisory Services
California
$13.5M -$426K -6,687 -3%
WI
187
Wintrust Investments
Illinois
$13.3M -$1.05M -16,499 -7%
QI
188
QS Investors
New York
$13.2M +$1.56M +24,451 +13%
FWM
189
FFT Wealth Management
Pennsylvania
$13.2M – – –
HWA
190
HHM Wealth Advisors
Tennessee
$13.2M +$300K +4,712 +2%
FPGK
191
Financial Partners Group (Kansas)
Kansas
$13M +$265K +4,156 +2%
WP
192
WealthSource Partners
California
$12.9M -$153K -2,393 -1%
CG
193
CFO4Life Group
Texas
$12.9M -$1.17M -18,336 -8%
VI
194
Vestcor Inc
New Brunswick, Canada
$12.9M +$9.13M +143,300 +243%
CFGS
195
Concourse Financial Group Securities
Alabama
$12.8M -$2.71M -42,505 -17%
W
196
Wealthquest
Ohio
$12.7M +$1.05M +16,466 +9%
SCM
197
Stonehearth Capital Management
Massachusetts
$12.3M -$2.15M -33,726 -15%
FAIM
198
Financial Advocates Investment Management
Washington
$12.1M +$1.73M +27,155 +17%
ONST
199
Old North State Trust
North Carolina
$12M -$1.04M -16,372 -8%
IA
200
IFP Advisors
Florida
$12M -$2.37M -37,238 -17%
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