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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 %
PJSIMP
526
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.55M +$281K +4,291 +22%
WSTAM
527
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M +$168K +2,561 +12%
APWM
528
Atlas Private Wealth Management
New York
$1.54M +$1.54M +23,506 New
Principal Financial Group
529
Principal Financial Group
Iowa
$1.5M -$86.4K -1,317 -5%
GCMG
530
Gyroscope Capital Management Group
Florida
$1.49M +$217K +3,304 +17%
CWM
531
Centric Wealth Management
Illinois
$1.47M -$12.7K -193 -0.9%
SFI
532
SPC Financial Inc
Maryland
$1.47M +$179K +2,734 +14%
WAM
533
Wakefield Asset Management
Colorado
$1.45M +$1.45M +22,090 New
TCM
534
Tuttle Capital Management
Connecticut
$1.44M +$1.44M +21,874 New
SFG
535
StrategIQ Financial Group
Indiana
$1.43M -$170K -2,586 -11%
CA
536
Claro Advisors
Massachusetts
$1.43M +$214K +3,259 +18%
VWM
537
Vigilare Wealth Management
Arizona
$1.43M +$1.43M +21,142 New
BRWM
538
B. Riley Wealth Management
Tennessee
$1.42M +$132K +2,007 +10%
MYIA
539
Mount Yale Investment Advisors
Colorado
$1.41M +$443K +6,601 +46%
AFP
540
Ausdal Financial Partners
Iowa
$1.41M -$170K -2,525 -11%
PAI
541
Pittenger & Anderson Inc
Nebraska
$1.39M +$55.4K +845 +4%
EA
542
Efficient Advisors
Ohio
$1.39M +$410K +6,247 +42%
ZIG
543
Zurich Insurance Group
Switzerland
$1.39M -$272K -4,158 -16%
AC
544
Avestar Capital
New York
$1.39M +$1.14M +17,416 +467%
CCA
545
Clearwater Capital Advisors
Illinois
$1.38M -$980K -14,936 -42%
CPSC
546
Carl P. Sherr & Co
Massachusetts
$1.38M +$1.38M +21,034 New
JG
547
Jefferies Group
New York
$1.38M – – –
AWE
548
Avidian Wealth Enterprises
Texas
$1.36M +$257K +3,913 +23%
AIA
549
Avalon Investment & Advisory
Texas
$1.32M – – –
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$1.31M +$1.31M +19,919 New
20 21
22
23 24