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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

922 hedge funds and large institutions have $24.5B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 377 increasing their positions, 232 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
+157
Holders Change %
+20.52%
% of All Funds
18.21%
Holding in Top 10
250
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+20.19%
% of All Funds
4.94%
New
212
Increased
377
Reduced
232
Closed
43
Calls
$20.6M
Puts
$7.86M
Net Calls
+$12.7M
Net Calls Change
+$9.86M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$365M
2
CC
Cassaday & Co
Virginia
+$164M
3
Truist Financial
Truist Financial
North Carolina
+$121M
4
Bank of America
Bank of America
North Carolina
+$105M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$93.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$444M
2
M&T Bank
M&T Bank
New York
-$163M
3
VAG
VisionPoint Advisory Group
Texas
-$88.6M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$71.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
226
Arax Advisory Partners
Colorado
$10M +$129K +1,963 +1%
PIM
227
Parker Investment Management
California
$10M -$1.44M -21,914 -13%
MWA
228
Meridian Wealth Advisors
Texas
$9.95M +$260K +3,963 +3%
SPI
229
Santori & Peters Inc
Pennsylvania
$9.87M +$1.85M +28,134 +23%
WCG
230
Weaver Consulting Group
California
$9.81M +$201K +3,139 +2%
MWM
231
McNaughton Wealth Management
California
$9.77M +$9.77M +148,987 New
SCA
232
Snowden Capital Advisors
New York
$9.74M -$547K -8,342 -5%
AFS
233
Access Financial Services
Minnesota
$9.7M +$405K +6,173 +4%
LIA
234
LS Investment Advisors
Michigan
$9.64M -$101K -1,545 -1%
TWM
235
Trinity Wealth Management
Pennsylvania
$9.62M +$9.62M +146,644 New
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$9.57M +$1.52M +23,198 +19%
AWM
237
Alterna Wealth Management
Texas
$9.57M +$556K +8,478 +6%
SAM
238
Silvercrest Asset Management
New York
$9.45M +$1.24M +18,850 +15%
AFC
239
Adaptive Financial Consulting
Ohio
$9.39M +$9.39M +143,199 New
JWCA
240
J.W. Cole Advisors
Florida
$9.35M +$9.35M +142,520 New
BWP
241
Bernardo Wealth Planning
Pennsylvania
$9.27M +$1.37M +20,950 +17%
SWMG
242
Sanchez Wealth Management Group
Florida
$9.25M -$426K -6,491 -4%
CAC
243
Certified Advisory Corp
Florida
$9.16M +$960K +14,641 +12%
Goldman Sachs
244
Goldman Sachs
New York
$9.02M +$6.14M +93,548 +213%
FSA
245
Financial Sense Advisors
California
$8.98M +$6.89M +105,094 +331%
MNBTD
246
Moody National Bank Trust Division
Texas
$8.97M – – –
EPA
247
Element Pointe Advisors
Florida
$8.9M -$120K -1,835 -1%
DL
248
DOHJ LLC
Washington
$8.87M +$8.87M +135,156 New
MWM
249
MBE Wealth Management
Wisconsin
$8.85M +$8.85M +134,910 New
FSA
250
Financial Services Advisory
Maryland
$8.81M +$177K +2,697 +2%
8 9
10
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