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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 %
MA
451
MCF Advisors
Kentucky
$2.62M -$91.9K -1,401 -3%
APC
452
Aspire Private Capital
North Carolina
$2.61M -$982K -14,968 -27%
HR
453
Hardy Reed
Mississippi
$2.57M +$758K +11,561 +42%
EWM
454
Edge Wealth Management
New York
$2.54M +$46K +703 +2%
TF
455
Trek Financial
Arizona
$2.54M -$1.69M -25,767 -40%
CGFA
456
Colton Groome Financial Advisors
North Carolina
$2.5M -$882K -13,448 -26%
SAG
457
Spotlight Asset Group
Illinois
$2.48M +$2.48M +41,936 New
DIA
458
Dana Investment Advisors
Wisconsin
$2.47M +$1.27M +19,401 +107%
BHWM
459
Bay Harbor Wealth Management
Maryland
$2.46M -$496K -7,557 -17%
MHS
460
M Holdings Securities
Oregon
$2.42M +$478K +7,280 +25%
BSAM
461
Blue Sky Asset Management
Colorado
$2.4M +$2.4M +36,640 New
GLA
462
Good Life Advisors
Pennsylvania
$2.4M +$390K +5,942 +19%
BUB
463
BBVA USA Bancshares
Texas
$2.37M +$40.5K +618 +2%
WC
464
Wealth CMT
New Jersey
$2.37M +$2.37M +36,175 New
FA
465
FMA Advisory
Pennsylvania
$2.37M -$47.9K -730 -2%
NWS
466
Newport Wealth Strategies
California
$2.37M -$22.7K -346 -0.9%
WPIC
467
White Pine Investment Company
Michigan
$2.34M +$2.34M +35,617 New
Mirae Asset Global Investments
468
Mirae Asset Global Investments
South Korea
$2.32M -$1.04M -15,900 -31%
FCA
469
FinTrust Capital Advisors
South Carolina
$2.29M +$1.81M +27,566 +378%
JFG
470
JMG Financial Group
Illinois
$2.29M -$154K -2,340 -6%
SG
471
StoneX Group
New York
$2.29M +$722K +11,003 +46%
PWG
472
Private Wealth Group
Florida
$2.27M +$46.5K +709 +2%
RHP
473
Royal Harbor Partners
Texas
$2.27M +$2.27M +34,580 New
MC
474
Moors & Cabot
Massachusetts
$2.26M +$1.49M +22,709 +194%
WGCA
475
Wolf Group Capital Advisors
Virginia
$2.25M +$126K +1,922 +6%
17 18
19
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