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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
$1.21B
2
CC
Cassaday & Co
Virginia
$164M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
Bank of America
Bank of America
North Carolina
$2.53B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$448M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$834M
2
M&T Bank
M&T Bank
New York
$0
3
VAG
VisionPoint Advisory Group
Texas
$2.84M
4
CCMG
Clark Capital Management Group
Pennsylvania
$3.61M
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Cassaday & Co
Virginia
$164M +$164M +2,499,589 New
CA
27
Cetera Advisors
Colorado
$159M +$17.1M +260,671 +12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$156M -$50.5M -770,291 -24%
SAM
29
Securian Asset Management
Minnesota
$139M +$3.42M +52,100 +3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
DCC
31
Dow Chemical Company
Michigan
$133M – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$133M -$13M -198,595 -9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$126M +$6.17M +93,992 +5%
LFA
34
Legacy Financial Advisors
Kentucky
$125M +$985K +15,017 +0.8%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$125M +$5.11M +77,892 +4%
Truist Financial
36
Truist Financial
North Carolina
$121M +$121M +1,848,878 New
CFA
37
Carroll Financial Associates
North Carolina
$114M -$2.96M -45,083 -3%
SIRP
38
Shelter Insurance Retirement Plan
Missouri
$111M -$2.03M -31,000 -2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$109M -$9.48M -144,491 -8%
HI
40
Horizon Investments
North Carolina
$94.6M +$86.4M +1,317,419 +1,055%
PAG
41
Private Advisor Group
New Jersey
$91M +$11.3M +172,074 +14%
PI
42
PFS Investments
Georgia
$89M +$14.9M +226,624 +20%
CPO
43
Cerity Partners OCIO
New York
$88.4M +$3.03M +44,281 +4%
SCA
44
Stuart Chaussee & Associates
California
$83M -$48.9M -745,845 -37%
GT
45
Glenmede Trust
Pennsylvania
$80.1M +$3.51M +53,534 +5%
GHA
46
GW Henssler & Associates
Georgia
$74.9M +$2.49M +38,005 +3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$71.8M +$31.3M +477,353 +77%
UCFA
48
United Capital Financial Advisors
Texas
$70.2M -$1.24M -18,888 -2%
CAN
49
Cetera Advisor Networks
California
$69M -$1.13M -17,266 -2%
NA
50
Nottingham Advisors
New York
$68.1M +$5.03M +76,186 +8%
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