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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 %
IAP
351
Indie Asset Partners
Indiana
$4.77M +$4.77M +72,699 New
JWBC
352
John W. Brooker & Co
California
$4.73M +$4.73M +72,051 New
MAFM
353
Mid Atlantic Financial Management
Pennsylvania
$4.69M +$2.52M +38,479 +116%
IP
354
Intellectus Partners
California
$4.68M +$811K +12,357 +21%
FC
355
Ferris Capital
Massachusetts
$4.63M -$518K -7,895 -10%
9WM
356
9258 Wealth Management
Ohio
$4.63M +$2.16M +32,933 +88%
UB
357
UMB Bank
Missouri
$4.49M +$104K +1,588 +2%
LWAC
358
Laurel Wealth Advisors (California)
California
$4.46M +$4.46M +67,970 New
IWS
359
Insight Wealth Strategies
California
$4.45M -$162K -2,474 -4%
PAMG
360
Patton Albertson Miller Group
Tennessee
$4.4M +$937K +14,285 +27%
C
361
Clearshares
New York
$4.39M – – –
CI
362
CX Institutional
Indiana
$4.37M -$3.91M -59,631 -47%
BL
363
BFSG LLC
California
$4.37M +$761K +11,594 +21%
SXL
364
Summit X LLC
Missouri
$4.37M -$1.8M -27,313 -29%
HA
365
HYA Advisors
Missouri
$4.34M +$4.34M +66,129 New
SC
366
Scotia Capital
Ontario, Canada
$4.34M +$1.55M +23,566 +55%
DIM
367
Delta Investment Management
California
$4.32M +$1.37M +20,919 +47%
SAM
368
Stringer Asset Management
Tennessee
$4.28M -$4.26M -64,890 -50%
DMC
369
Drexel Morgan & Co
Pennsylvania
$4.24M -$7.09K -108 -0.2%
BFA
370
Brendel Financial Advisors
New Hampshire
$4.24M -$215K -3,270 -5%
EC
371
Estate Counselors
Wisconsin
$4.24M +$29.5K +450 +0.7%
LRPA
372
L. Roy Papp & Associates
Arizona
$4.22M +$868K +13,226 +26%
IA
373
IFG Advisory
Georgia
$4.16M +$152K +2,319 +4%
FHA
374
First Horizon Advisors
Tennessee
$4.15M +$1.74M +26,456 +72%
IC
375
Inscription Capital
Texas
$4.11M -$292K -4,446 -7%
13 14
15
16 17