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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 %
Bank of America
1
Bank of America
North Carolina
$2.34B -$134M -2,105,708 -5%
RJA
2
Raymond James & Associates
Florida
$1.74B +$46.7M +733,301 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.1B -$29.4M -460,785 -3%
LPL Financial
4
LPL Financial
California
$954M -$32M -502,765 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$952M +$86.1M +1,350,591 +10%
BlackRock
6
BlackRock
New York
$823M -$47M -737,132 -5%
Wells Fargo
7
Wells Fargo
California
$786M -$238M -3,730,298 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$722M +$27.4M +429,470 +4%
Ameriprise
9
Ameriprise
Minnesota
$590M -$74.4M -1,165,734 -11%
UBS Group
10
UBS Group
Switzerland
$538M -$28.9M -453,443 -5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$519M +$1.04M +16,271 +0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$413M +$28.4M +446,836 +7%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$346M -$21.8M -341,381 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$334M -$26.6M -417,199 -7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$287M +$53.3M +836,238 +23%
US Bancorp
16
US Bancorp
Minnesota
$229M -$10.3M -161,687 -4%
BCM
17
Brookstone Capital Management
Illinois
$222M +$22.6M +354,747 +11%
S
18
SignatureFD
Georgia
$201M +$4.23M +66,328 +2%
Mariner
19
Mariner
Kansas
$192M -$10.9M -171,383 -5%
SEI Investments
20
SEI Investments
Pennsylvania
$181M +$4.57M +71,686 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$177M +$14.1M +221,585 +9%
CA
22
Cetera Advisors
Colorado
$171M -$1.16M -18,205 -0.7%
MFG
23
Merit Financial Group
Georgia
$162M +$16.7M +261,883 +11%
M&T Bank
24
M&T Bank
New York
$158M -$8.11M -127,317 -5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
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