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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 %
RPSA
326
Richard P. Slaughter Associates
Texas
$5.36M +$5.36M +81,768 New
CS
327
Credit Suisse
Switzerland
$5.36M +$5.36M +81,725 New
PS
328
Portfolio Solutions
Michigan
$5.36M +$5.36M +81,668 New
HIM
329
HawsGoodwin Investment Management
Tennessee
$5.36M +$5.36M +81,629 New
PWM
330
PRW Wealth Management
Massachusetts
$5.28M -$2.01M -30,684 -28%
LWM
331
Lionsbridge Wealth Management
Florida
$5.28M +$5.28M +80,431 New
SFP
332
Shepherd Financial Partners
Massachusetts
$5.27M +$145K +2,215 +3%
NS
333
NewDay Solutions
New Hampshire
$5.27M -$2.95M -44,980 -36%
DWM
334
Dakota Wealth Management
Florida
$5.17M +$269K +4,100 +5%
CWS
335
Cypress Wealth Services
California
$5.11M +$644K +9,813 +14%
BC
336
Brinker Capital
Pennsylvania
$5.09M -$7.68K -117 -0.2%
PFG
337
PAX Financial Group
Texas
$5.04M +$5.04M +72,354 New
BS
338
Banco Santander
Spain
$5M -$33.9M -516,926 -87%
W
339
Wealthquest
Ohio
$5M +$1.88M +28,646 +60%
CAG
340
Csenge Advisory Group
Florida
$4.97M -$1.09M -16,651 -18%
APSP
341
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.97M +$42.7K +621 +0.9%
WWM
342
Windsor Wealth Management
Indiana
$4.96M +$1.21M +18,421 +32%
MWM
343
MorganRosel Wealth Management
Colorado
$4.95M -$27.9K -425 -0.6%
BDS
344
Banco de Sabadell
Florida
$4.92M +$4.92M +75,135 New
Millennium Management
345
Millennium Management
New York
$4.87M +$4.87M +74,266 New
DE
346
Day & Ennis
Georgia
$4.85M +$266K +4,062 +6%
FPS
347
Fieldpoint Private Securities
Connecticut
$4.82M +$22.9K +349 +0.5%
AFG
348
Arkansas Financial Group
Arkansas
$4.82M +$199K +3,033 +4%
CBFP
349
Cedar Brook Financial Partners
Ohio
$4.8M +$188K +2,873 +4%
AL
350
Aspiriant LLC
California
$4.78M -$14.3M -217,924 -75%
12 13
14
15 16