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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 %
GA
376
Geller Advisors
New York
$4.04M +$4.04M +61,615 New
6M
377
6 Meridian
Kansas
$4.02M +$2.42M +36,840 +151%
FFN
378
Focus Financial Network
Minnesota
$3.99M +$1.86M +28,306 +87%
BFEC
379
Benjamin F. Edwards & Company
Missouri
$3.99M +$5.64K +86 +0.1%
UR
380
USCA RIA
Texas
$3.97M -$287K -4,382 -7%
CF
381
Centaurus Financial
California
$3.96M +$642K +9,786 +19%
WP
382
WealthShield Partners
North Carolina
$3.95M +$204K +3,110 +5%
APA
383
American Portfolios Advisors
New York
$3.93M -$1.86M -28,310 -32%
WA
384
Winfield Associates
Ohio
$3.92M -$77K -1,174 -2%
BCI
385
Brinker Capital Investments
Pennsylvania
$3.91M -$12.1M -184,886 -76%
SHIM
386
Stone House Investment Management
Pennsylvania
$3.9M -$2.97M -45,352 -43%
EIP
387
Ellis Investment Partners
Pennsylvania
$3.9M -$40.7K -621 -1%
LC
388
LCNB Corp
Ohio
$3.89M +$487K +7,419 +14%
RA
389
RFG Advisory
Alabama
$3.81M +$42.8K +653 +1%
AA
390
Ancora Advisors
Ohio
$3.79M +$389K +5,927 +11%
CAS
391
Cascadia Advisory Services
Oregon
$3.77M +$3.77M +57,453 New
PTC
392
Private Trust Company
Ohio
$3.76M +$353K +5,379 +10%
GTAM
393
Global Trust Asset Management
Florida
$3.76M -$184K -2,807 -5%
ACA
394
Aptus Capital Advisors
Alabama
$3.75M +$3.61K +55 +0.1%
OC
395
Oppenheimer & Co
New York
$3.7M +$569K +8,681 +18%
WIA
396
World Investment Advisors
California
$3.66M -$160K -2,443 -4%
CWM
397
Cordatus Wealth Management
Pennsylvania
$3.64M -$61.3K -934 -2%
SCM
398
Smith Capital Management
Arkansas
$3.61M +$97.9K +1,493 +3%
CCMG
399
Clark Capital Management Group
Pennsylvania
$3.61M -$71.4M -1,089,072 -95%
SIA
400
Strategic Investment Advisors
Michigan
$3.59M -$1.24M -18,950 -26%
14 15
16
17 18