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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 %
PCM
551
Parsons Capital Management
Rhode Island
$1.3M +$8.92K +136 +0.7%
MFW
552
Meristem Family Wealth
Minnesota
$1.29M – – –
TW
553
TrinityPoint Wealth
Connecticut
$1.29M +$41.3K +630 +3%
WS
554
Wedbush Securities
California
$1.28M -$890K -13,573 -41%
TAM
555
Tocqueville Asset Management
New York
$1.28M -$26.6K -405 -2%
SS
556
Sunbelt Securities
Texas
$1.28M +$173K +2,643 +16%
Chevy Chase Trust
557
Chevy Chase Trust
Maryland
$1.27M +$1.27M +19,391 New
SQA
558
Simon Quick Advisors
New Jersey
$1.26M +$927K +14,124 +281%
FEG
559
Fund Evaluation Group
Ohio
$1.25M +$1.25M +19,100 New
VAS
560
Vestmark Advisory Solutions
Massachusetts
$1.24M -$1.45M -16,799 -54%
OBWP
561
O'Brien Wealth Partners
Massachusetts
$1.23M +$3.22K +49 +0.3%
JCM
562
Jacobi Capital Management
Pennsylvania
$1.22M -$13.6K -207 -1%
GLLW
563
Graves Light Lenhart Wealth
Virginia
$1.22M -$677K -10,316 -36%
RG
564
Retirement Group
California
$1.21M +$1.21M +18,499 New
VWM
565
Venturi Wealth Management
Texas
$1.21M -$1.1M -16,751 -48%
TI
566
Trexquant Investment
Connecticut
$1.2M +$663K +10,106 +123%
TSS
567
Two Sigma Securities
New York
$1.2M +$1.2M +18,269 New
RFN
568
RDA Financial Network
Iowa
$1.19M +$126K +1,874 +12%
MIH
569
Meitav Investment House
Israel
$1.19M -$557K -8,510 -32%
FCIM
570
Fairview Capital Investment Management
California
$1.18M -$133K -2,025 -10%
Northern Trust
571
Northern Trust
Illinois
$1.17M +$388K +5,918 +49%
PBF
572
Petix & Botte Financial
California
$1.17M +$1.17M +17,849 New
PP
573
Professional Planning
California
$1.16M +$157K +2,395 +16%
CCG
574
Cypress Capital Group
Florida
$1.16M -$45.1K -687 -4%
KOMWMG
575
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$1.16M +17,630 New
21 22
23
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