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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 %
AIP
201
Ahrens Investment Partners
Louisiana
$10.2M +$663K +12,284 +7%
CA
202
Calton & Associates
Florida
$10.1M -$995K -18,417 -9%
Nuveen Asset Management
203
Nuveen Asset Management
Illinois
$10M -$9.72M -180,000 -49%
COF
204
Capital One Financial
Virginia
$10M +$10M +185,514 New
PFA
205
Pettinga Financial Advisors
Indiana
$9.97M -$5.27M -97,560 -35%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$9.77M -$247K -4,756 -2%
GC
207
GFG Capital
Florida
$9.76M -$533K -9,847 -5%
FPGK
208
Financial Partners Group (Kansas)
Kansas
$9.76M +$514K +9,888 +6%
MWA
209
Meridian Wealth Advisors
Texas
$9.57M +$1.38M +25,559 +17%
AI
210
Atria Investments
North Carolina
$9.54M -$23.4M -434,084 -71%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$9.47M +$816K +15,101 +9%
ACP
212
Arcus Capital Partners
Georgia
$9.37M -$1.32M -24,426 -12%
FWP
213
FAS Wealth Partners
Kansas
$9.01M +$192K +3,560 +2%
WCG
214
Weaver Consulting Group
California
$8.89M +$623K +11,528 +8%
S
215
SimplyRich
California
$8.86M -$116K -2,094 -1%
SCA
216
Snowden Capital Advisors
New York
$8.78M +$755K +13,972 +9%
LIA
217
LS Investment Advisors
Michigan
$8.73M +$794K +14,700 +10%
HWA
218
Hilltop Wealth Advisors
North Carolina
$8.72M +$202K +3,732 +2%
SPI
219
Santori & Peters Inc
Pennsylvania
$8.71M +$590K +10,926 +7%
SAM
220
Silvercrest Asset Management
New York
$8.71M +$932K +17,264 +12%
ACM
221
Allred Capital Management
Texas
$8.63M +$2.03M +37,550 +31%
SVCP
222
Silicon Valley Capital Partners
California
$8.53M -$7.03M -130,193 -45%
AAP
223
Arax Advisory Partners
Colorado
$8.46M +$217K +4,010 +3%
William Blair & Company
224
William Blair & Company
Illinois
$8.43M -$596K -11,030 -7%
CAC
225
Certified Advisory Corp
Florida
$8.32M +$779K +14,428 +10%
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