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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 %
FCT
301
Family Capital Trust
Massachusetts
$6.18M -$23.5K -358 -0.4%
FLA
302
Financial Life Advisors
Texas
$6.17M -$60.6K -924 -1%
MBTD
303
Mechanics Bank - Trust Department
California
$6M +$412K +6,282 +7%
TGAM
304
TBH Global Asset Management
Tennessee
$5.97M +$5.97M +90,994 New
NFG
305
Nations Financial Group
Iowa
$5.95M -$101K -1,541 -2%
PA
306
PFG Advisors
Arizona
$5.94M +$468K +7,127 +9%
MCM
307
Mattern Capital Management
Colorado
$5.9M +$5.9M +89,921 New
DP
308
Denver PWM
Colorado
$5.85M +$53K +807 +0.9%
AF
309
Allworth Financial
California
$5.85M +$61.3K +935 +1%
AIC
310
Ameritas Investment Company
Nebraska
$5.84M +$1.38M +20,966 +31%
LPT
311
Legacy Private Trust
Wisconsin
$5.82M -$409K -6,240 -7%
AIP
312
Almanack Investment Partners
Pennsylvania
$5.79M -$215K -3,273 -4%
GM
313
GeoWealth Management
Illinois
$5.73M +$5.23M +79,783 +1,048%
FIM
314
Freedom Investment Management
Connecticut
$5.71M -$1.23M -18,798 -18%
MLIC
315
Mandatum Life Insurance Company
Finland
$5.7M – – –
Jane Street
316
Jane Street
New York
$5.64M -$17.3M -263,494 -75%
FHC
317
First Heartland Consultants
Missouri
$5.63M +$266K +4,059 +5%
PWA
318
Physician Wealth Advisors
Utah
$5.62M +$406K +6,114 +8%
RICHC
319
Renaissance Investment Consultants Holding Company
Pennsylvania
$5.55M +$5.55M +84,814 New
FFWA
320
FRG Family Wealth Advisors
Washington
$5.54M +$3.06M +46,695 +124%
GLR
321
Great Lakes Retirement
Ohio
$5.53M +$5.53M +84,296 New
VBFG
322
Vishria Bird Financial Group
Tennessee
$5.51M +$360K +5,493 +7%
CFD
323
Creative Financial Designs
Indiana
$5.46M -$1.67M -25,442 -23%
BSAM
324
Blue Square Asset Management
New York
$5.41M +$145K +2,208 +3%
SI
325
Stephens Inc
Arkansas
$5.37M -$306K -4,666 -5%
11 12
13
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