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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 %
CA
501
Corrado Advisors
New Jersey
$1.86M +$82.7K +1,260 +5%
SCM
502
Southport Capital Management
Tennessee
$1.85M +$1.85M +28,165 New
MCA
503
Magnolia Capital Advisors
Mississippi
$1.84M +$1.84M +28,101 New
PWAC
504
Private Wealth Advisors (California)
California
$1.82M +$261K +3,976 +17%
FPCP
505
Fort Point Capital Partners
California
$1.82M +$81.6K +1,244 +5%
IP
506
Investment Partners
Ohio
$1.82M +$1.08M +16,532 +148%
TF
507
TIAA FSB
Florida
$1.81M +$110K +1,682 +6%
PA
508
Paragon Advisors
Texas
$1.8M +$1.8M +27,306 New
I
509
INVST
Indiana
$1.79M +$152K +2,324 +9%
ACM
510
Armbruster Capital Management
New York
$1.79M +$118K +1,804 +7%
BWM
511
Brickley Wealth Management
California
$1.79M +$43.2K +659 +2%
3AM
512
3D Asset Management
Connecticut
$1.77M -$82.3K -1,254 -4%
NWP
513
Northstar Wealth Partners
Connecticut
$1.77M +$92.7K +1,413 +6%
PIMG
514
Patriot Investment Management Group
Tennessee
$1.75M +$52.5K +801 +3%
TD Asset Management
515
TD Asset Management
Ontario, Canada
$1.74M +$3.28K +50 +0.2%
SBA
516
Secrest Blakey & Associates
North Carolina
$1.74M -$1.28M -19,537 -42%
UIA
517
UBP Investment Advisors
Switzerland
$1.72M – – –
LCP
518
Legacy Capital Partners
Wisconsin
$1.71M +$167K +2,538 +11%
WQ
519
Wealth Quarterback
New Jersey
$1.69M +$1.69M +25,686 New
DAS
520
Dynamic Advisor Solutions
Arizona
$1.67M +$322K +4,906 +24%
HH
521
Hilltop Holdings
Texas
$1.65M +$101K +1,542 +7%
WF
522
Welch & Forbes
Massachusetts
$1.65M +$10.5K +160 +0.6%
IFG
523
Investors Financial Group
Minnesota
$1.6M +$1.6M +24,372 New
KCM
524
Kathmere Capital Management
Pennsylvania
$1.59M +$1.59M +24,210 New
BDF
525
Black Diamond Financial
Maryland
$1.55M +$121K +1,849 +9%
19 20
21
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