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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

899 hedge funds and large institutions have $22.1B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 331 increasing their positions, 385 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+23
Holders Change %
+2.63%
% of All Funds
18.48%
Holding in Top 10
219
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-7.2%
% of All Funds
4.5%
New
97
Increased
331
Reduced
385
Closed
69
Calls
$20.9M
Puts
$582K
Net Calls
+$20.4M
Net Calls Change
+$102M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$245M
2
PPFA
Provida Pension Fund Administrator
Chile
+$80.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$69.6M
4
MFG
Merit Financial Group
Georgia
+$62.7M
5
SP
Symmetry Partners
Connecticut
+$52.3M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
-$393M
2
Osaic Holdings
Osaic Holdings
Arizona
-$265M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$123M
4
Wells Fargo
Wells Fargo
California
-$121M
5
KeyBank National Association
KeyBank National Association
Ohio
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.35B -$32.5M -535,309 -1%
RJA
2
Raymond James & Associates
Florida
$1.61B +$245M +4,043,705 +18%
Morgan Stanley
3
Morgan Stanley
New York
$1.07B -$9.06M -149,360 -0.8%
Wells Fargo
4
Wells Fargo
California
$974M -$121M -1,988,486 -11%
LPL Financial
5
LPL Financial
California
$938M -$67.4M -1,111,759 -7%
BlackRock
6
BlackRock
New York
$828M -$39M -643,902 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$824M -$123M -2,024,872 -13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$661M +$8.68M +143,239 +1%
Ameriprise
9
Ameriprise
Minnesota
$636M -$89M -1,456,842 -12%
UBS Group
10
UBS Group
Switzerland
$540M -$44.2M -729,629 -8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$492M +$51.6M +851,315 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$367M -$265M -4,367,506 -42%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$350M -$6.46M -106,470 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$343M -$19.8M -326,421 -5%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263M -$1.99M -33,282 -0.8%
KeyBank National Association
16
KeyBank National Association
Ohio
$237M -$118M -1,947,707 -33%
US Bancorp
17
US Bancorp
Minnesota
$227M -$7.37M -121,484 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$222M +$13.7M +226,561 +7%
Mariner
19
Mariner
Kansas
$193M +$3.6M +59,372 +2%
BCM
20
Brookstone Capital Management
Illinois
$190M -$68M -1,120,939 -26%
S
21
SignatureFD
Georgia
$188M -$62.7M -1,034,634 -25%
SEI Investments
22
SEI Investments
Pennsylvania
$168M +$18M +297,244 +12%
CA
23
Cetera Advisors
Colorado
$164M +$20.7M +341,289 +14%
M&T Bank
24
M&T Bank
New York
$158M -$10.1M -166,673 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$155M -$18.4M -303,758 -11%
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