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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 %
CBT
276
Central Bank & Trust
Kentucky
$7.25M -$1.14M -17,432 -14%
APCM
277
Alaska Permanent Capital Management
Alaska
$7.24M -$21.6M -329,007 -75%
BRG
278
Bay Rivers Group
Virginia
$7.22M +$7.22M +110,007 New
MWC
279
MKD Wealth Coaches
Michigan
$7.21M -$121K -1,850 -2%
LFPWM
280
Leicht Financial Planning & Wealth Management
New Jersey
$7.15M +$1.96M +29,842 +38%
AWM
281
Avior Wealth Management
Nebraska
$7.12M -$1.88M -28,706 -21%
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.08M -$354K -5,390 -5%
WWM
283
WT Wealth Management
Arizona
$6.9M +$399K +6,088 +6%
NFG
284
Next Financial Group
Texas
$6.9M -$656K -9,999 -9%
CWA
285
Core Wealth Advisors
Florida
$6.77M +$6.77M +103,132 New
FF
286
Friedenthal Financial
New Jersey
$6.75M -$4.45M -67,763 -40%
BAM
287
Belpointe Asset Management
Nevada
$6.74M +$2.33M +35,468 +53%
VWA
288
V Wealth Advisors
Kansas
$6.73M – – –
HCA
289
Heck Capital Advisors
Wisconsin
$6.64M +$553K +8,428 +9%
Prudential Financial
290
Prudential Financial
New Jersey
$6.57M +$415K +6,328 +7%
VCP
291
Verus Capital Partners
Arizona
$6.57M +$6.57M +100,077 New
FHA
292
Flagship Harbor Advisors
Massachusetts
$6.53M -$467K -7,120 -7%
RF
293
RHS Financial
California
$6.48M +$669K +10,198 +12%
GI
294
Glovista Investments
New Jersey
$6.48M +$46K +701 +0.7%
GVAG
295
Great Valley Advisor Group
Delaware
$6.44M +$648K +9,876 +11%
VWA
296
VERITY Wealth Advisors
United States
$6.39M -$284K -4,332 -4%
FFG
297
Ford Financial Group
California
$6.38M +$1.17M +17,877 +23%
IWP
298
Icon Wealth Partners
Texas
$6.37M -$3.99M -60,850 -39%
KA
299
Kovack Advisors
Florida
$6.34M +$280K +4,261 +5%
FEG
300
Financial Enhancement Group
Indiana
$6.18M +$725K +11,050 +13%
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