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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 %
HFA
476
Hoover Financial Advisors
Pennsylvania
$2.24M +$2.24M +34,206 New
JSL
477
JT Stratford LLC
Georgia
$2.24M -$249K -3,788 -10%
RSWM
478
Robertson Stephens Wealth Management
California
$2.19M -$50.8K -774 -2%
FMWA
479
Forvis Mazars Wealth Advisors
Missouri
$2.17M -$3.74K -57 -0.2%
MWM
480
Minot Wealth Management
Massachusetts
$2.15M +$2.15M +31,725 New
MWM
481
Mattern Wealth Management
Kansas
$2.13M +$2.13M +32,386 New
IC
482
IEQ Capital
California
$2.11M +$2.11M +32,198 New
RIA
483
Regal Investment Advisors
Michigan
$2.11M -$28.6K -436 -1%
ONB
484
Old National Bancorp
Indiana
$2.1M +$11.7K +178 +0.6%
BFA
485
Beacon Financial Advisory
Ohio
$2.1M +$2.1M +31,970 New
RI
486
Ridgewood Investments
New Jersey
$2.09M +$1.64K +25 +0.1%
LWM
487
Liberty Wealth Management
California
$2.07M +$735K +11,201 +55%
LC
488
Lubar & Co
Wisconsin
$2.06M +$2.06M +31,327 New
BCA
489
Bay Colony Advisors
Massachusetts
$2.02M +$259K +3,817 +15%
RBFC
490
Roman Butler Fullerton & Co
Missouri
$1.99M +$239K +3,648 +14%
CC
491
Courier Capital
New York
$1.97M +$96.3K +1,458 +5%
KWM
492
Kingsview Wealth Management
Oregon
$1.96M +$270K +4,114 +16%
DACG
493
Donor Advised Charitable Giving
California
$1.95M +$11.5K +175 +0.6%
EFS
494
Essex Financial Services
Connecticut
$1.94M +$268K +4,092 +16%
STA
495
Summit Trail Advisors
New York
$1.94M -$25.3K -386 -1%
PFA
496
Professional Financial Advisors
Nebraska
$1.93M +$1.93M +29,456 New
PPP
497
Private Portfolio Partners
New Jersey
$1.92M +$146K +2,225 +8%
STB
498
S&T Bank
Pennsylvania
$1.91M +$1.91M +29,129 New
PD
499
Planning Directions
Pennsylvania
$1.9M +$363K +5,533 +24%
WWM
500
WJ Wealth Management
Arizona
$1.89M +$1.89M +28,860 New
18 19
20
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