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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 America
1
Bank of America
North Carolina
$2.13B +$39.2M +725,504 +2%
RJA
2
Raymond James & Associates
Florida
$1.22B +$5.65M +104,574 +0.5%
Wells Fargo
3
Wells Fargo
California
$975M -$22M -406,980 -2%
Morgan Stanley
4
Morgan Stanley
New York
$963M +$128M +2,374,301 +15%
LPL Financial
5
LPL Financial
California
$896M +$9.37M +173,412 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$843M +$156M +2,890,388 +23%
BlackRock
7
BlackRock
New York
$772M -$8.67M -160,586 -1%
Ameriprise
8
Ameriprise
Minnesota
$640M -$9.78M -181,245 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$581M +$33M +611,502 +6%
UBS Group
10
UBS Group
Switzerland
$520M -$8.07M -149,406 -2%
NLI
11
Nippon Life Insurance
Japan
$393M +$103M +1,899,548 +35%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$393M +$23.4M +433,226 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$331M +$331M +10,422,213 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$323M +$29.3M +542,438 +10%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$318M +$10.4M +193,129 +3%
KeyBank National Association
16
KeyBank National Association
Ohio
$316M +$51.6M +956,204 +20%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239M -$88M -1,630,221 -27%
BCM
18
Brookstone Capital Management
Illinois
$229M -$19.7M -365,199 -8%
S
19
SignatureFD
Georgia
$223M +$12.7M +235,990 +6%
US Bancorp
20
US Bancorp
Minnesota
$209M -$3.9M -72,300 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$186M -$90.6M -1,677,049 -33%
Mariner
22
Mariner
Kansas
$169M -$4.85M -89,811 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$154M +$3.87M +71,584 +3%
M&T Bank
24
M&T Bank
New York
$150M +$150M +2,771,652 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
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