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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,022 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2020 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 313 increasing their positions, 400 reducing their positions, and 60 closing their positions.

Holders
1,022
Holders Change
+124
Holders Change %
+13.81%
% of All Funds
18.14%
Holding in Top 10
211
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.48%
% of All Funds
3.74%
New
200
Increased
313
Reduced
400
Closed
60
Calls
$23.2M
Puts
$4.48M
Net Calls
+$18.7M
Net Calls Change
+$1.89M

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$108M
2
SAS
2
Sanford Advisory Services
Michigan
$78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.07B
4
BSSFA
4
Baron Silver Stevens Financial Advisors
Florida
$44M
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$33.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$718M
2
Bank of America
2
Bank of America
North Carolina
$2.34B
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$624M
4
CC
4
Cassaday & Co
Virginia
$1.4M
5
EMPI
5
Elo Mutual Pension Insurance
Finland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.34B 34,519,759 -2,187,547 -6%
RJA
2
Raymond James & Associates
Florida
$1.89B 27,774,679 +470,417 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.2B 17,635,002 +407,301 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.07B 15,747,742 +813,102 +5%
BlackRock
5
BlackRock
New York
$806M 11,871,640 -1,042,052 -8%
Wells Fargo
6
Wells Fargo
California
$799M 11,769,855 -566,612 -5%
LPL Financial
7
LPL Financial
California
$718M 10,572,705 -4,400,725 -29%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$624M 9,191,845 -2,132,772 -19%
Ameriprise
9
Ameriprise
Minnesota
$589M 8,665,548 -582,814 -6%
UBS Group
10
UBS Group
Switzerland
$510M 7,520,470 -926,624 -11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$475M 6,995,143 -1,141,501 -14%
Osaic Holdings
12
Osaic Holdings
Arizona
$359M 5,284,964 -1,216,579 -19%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$355M 5,234,560 -199,797 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$328M 4,838,614 -399,872 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$326M 4,809,522 +305,789 +7%
US Bancorp
16
US Bancorp
Minnesota
$222M 3,273,012 -316,373 -9%
S
17
SignatureFD
Georgia
$215M 3,174,009 +13,549 +0.4%
BCM
18
Brookstone Capital Management
Illinois
$211M 3,104,668 -375,969 -11%
SEI Investments
19
SEI Investments
Pennsylvania
$195M 2,872,205 +28,175 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$185M 2,719,713 -55,721 -2%
MFG
21
Merit Financial Group
Georgia
$185M 2,718,463 +175,615 +7%
Mariner
22
Mariner
Kansas
$183M 2,701,034 -308,653 -10%
CA
23
Cetera Advisors
Colorado
$168M 2,472,204 -209,442 -8%
M&T Bank
24
M&T Bank
New York
$158M 2,325,828 -151,834 -6%
CFA
25
Carroll Financial Associates
North Carolina
$137M 2,022,745 +2,745 +0.1%
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