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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 %
PA
426
PSI Advisors
Florida
$2.94M +$2.94M +44,761 New
WB
427
Webster Bank
Connecticut
$2.93M +$698K +10,637 +31%
WCM
428
WealthBridge Capital Management
Ohio
$2.92M +$135K +2,058 +5%
SWM
429
Sugarloaf Wealth Management
Georgia
$2.92M +$2.92M +44,436 New
WMA
430
Wealth Management Associates
New Jersey
$2.9M +$558K +8,502 +24%
PIA
431
Perennial Investment Advisors
California
$2.85M +$2.85M +43,377 New
VAG
432
VisionPoint Advisory Group
Texas
$2.84M -$88.6M -1,350,491 -97%
MSA
433
Marino Stram & Associates
Massachusetts
$2.81M +$26.2K +399 +0.9%
HFRG
434
Houlihan Financial Resource Group
Virginia
$2.8M +$2.8M +42,698 New
FHB
435
First Hawaiian Bank
Hawaii
$2.78M +$241K +3,678 +9%
HPC
436
Hobart Private Capital
North Carolina
$2.77M -$2.09M -31,831 -43%
ECM
437
Evergreen Capital Management
Washington
$2.76M +$32.8K +500 +1%
FA
438
Forefront Analytics
Pennsylvania
$2.76M +$118K +1,791 +4%
SVWAG
439
Sound View Wealth Advisors Group
Georgia
$2.74M +$720K +10,981 +36%
MSAM
440
Moloney Securities Asset Management
Missouri
$2.74M +$225K +3,430 +9%
Citadel Advisors
441
Citadel Advisors
Florida
$2.74M +$2.74M +41,687 New
CC
442
Copperleaf Capital
North Carolina
$2.72M +$2.72M +41,448 New
Bank of Nova Scotia
443
Bank of Nova Scotia
Ontario, Canada
$2.7M +$2.7M +41,173 New
WAP
444
Wealthcare Advisory Partners
Pennsylvania
$2.69M +$10.5K +160 +0.4%
CB
445
Commerce Bank
Missouri
$2.69M +$113K +1,725 +4%
Creative Planning
446
Creative Planning
Kansas
$2.67M -$315K -4,800 -11%
MFW
447
Mosaic Family Wealth
Missouri
$2.67M +$28.6K +436 +1%
FI
448
FormulaFolio Investments
Michigan
$2.65M -$1.8M -27,370 -40%
1WA
449
180 Wealth Advisors
Washington
$2.65M -$12K -180 -0.5%
MTB
450
Mizuho Trust & Banking
Japan
$2.62M – – –
16 17
18
19 20