USMV icon

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 %
RPGK
401
Retirement Planning Group (Kansas)
Kansas
$3.57M -$1.2M -18,270 -25%
CWP
402
CFM Wealth Partners
Texas
$3.54M +$3.54M +52,540 New
CAM
403
Concorde Asset Management
Michigan
$3.53M -$223K -3,394 -6%
CWM
404
Concentrum Wealth Management
California
$3.51M +$337K +5,142 +11%
WCM
405
Windham Capital Management
Massachusetts
$3.46M – – –
VWA
406
Visionary Wealth Advisors
Illinois
$3.45M +$3.45M +52,508 New
CAG
407
Curtis Advisory Group
California
$3.44M +$3.44M +52,487 New
BOPW
408
Brandywine Oak Private Wealth
Pennsylvania
$3.43M +$16.5K +251 +0.5%
OWM
409
Opes Wealth Management
California
$3.41M -$216K -3,295 -6%
MAP
410
Milestone Advisory Partners
North Carolina
$3.41M -$51.7K -788 -1%
FTS
411
Fifth Third Securities
Ohio
$3.4M +$580K +8,848 +21%
CFA
412
Cahill Financial Advisors
Minnesota
$3.4M +$411K +6,267 +14%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$3.37M +$1.14M +17,400 +51%
SP
414
Symmetry Partners
Connecticut
$3.33M – – –
WCG
415
Wall Capital Group
Arizona
$3.32M +$279K +4,248 +9%
Wealth Enhancement Advisory Services
416
Wealth Enhancement Advisory Services
Minnesota
$3.3M +$719K +10,961 +28%
LFG
417
LifePlan Financial Group
Ohio
$3.29M -$1.25M -19,081 -28%
NCM
418
Niemann Capital Management
Nevada
$3.22M +$3.22M +49,079 New
CNB
419
Camden National Bank
Maine
$3.11M +$217K +3,306 +7%
CWM
420
CCG Wealth Management
California
$3.11M -$108K -1,653 -3%
KL
421
KWMG LLC
Kansas
$3.1M +$786K +11,984 +34%
DADC
422
D.A. Davidson & Co
Montana
$3.04M -$42.4K -646 -1%
BA
423
Ballew Advisors
Mississippi
$3.04M +$124K +1,874 +4%
NL
424
NWAM LLC
Washington
$3.02M -$126K -1,927 -4%
Nomura Asset Management
425
Nomura Asset Management
Japan
$2.99M +$1.02M +15,570 +52%
15 16
17
18 19