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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 %
VI
251
Vestcor Inc
New Brunswick, Canada
$8.74M +$8.74M +133,114 New
IF
252
IRON Financial
Illinois
$8.6M +$1.95M +29,664 +29%
HWA
253
HHM Wealth Advisors
Tennessee
$8.51M +$8.51M +130,046 New
PFS
254
Prospera Financial Services
Texas
$8.45M +$4.41M +67,203 +109%
SA
255
Stewardship Advisors
Pennsylvania
$8.42M +$8.42M +128,270 New
MCIA
256
Mountain Capital Investment Advisors
Colorado
$8.37M +$5.92M +90,234 +242%
SFS
257
Sowell Financial Services
Arkansas
$8.36M -$5.19M -79,180 -38%
CA
258
Clearstead Advisors
Ohio
$8.29M +$1.15M +17,503 +16%
F
259
F3Logic
Minnesota
$8.28M +$2.7M +41,172 +48%
SA
260
Silversage Advisors
California
$8.2M +$8.2M +124,946 New
MA
261
Modus Advisors
Minnesota
$8.12M +$8.12M +123,839 New
ACM
262
Allred Capital Management
Texas
$8.02M -$904K -13,776 -10%
WAS
263
Wealth Advisory Solutions
Indiana
$8M +$8M +121,896 New
GIA
264
Gladstone Institutional Advisory
Florida
$7.96M +$274K +4,172 +4%
CAAS
265
Capital Asset Advisory Services
Michigan
$7.95M -$43.3K -629 -0.5%
GRP
266
Global Retirement Partners
California
$7.85M +$1.09M +16,665 +16%
VC
267
Vicus Capital
Pennsylvania
$7.69M -$1.39M -21,226 -15%
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$7.67M +$1.7M +25,845 +28%
MWP
269
Meridian Wealth Partners
Pennsylvania
$7.55M +$7.55M +115,152 New
FFS
270
Founders Financial Securities
Maryland
$7.52M +$4.39M +66,878 +140%
BMM
271
Berkshire Money Management
Massachusetts
$7.42M -$353K -5,387 -5%
FFC
272
Fure Financial Corporation
Minnesota
$7.38M +$7.38M +112,501 New
PFP
273
Pinnacle Financial Partners
Tennessee
$7.37M +$2.31M +35,259 +46%
IWA
274
IBEX Wealth Advisors
New Jersey
$7.33M -$73.4K -1,119 -1%
BHWA
275
Beacon Harbor Wealth Advisors
Virginia
$7.25M +$737K +11,238 +11%
9 10
11
12 13