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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 %
FLI
576
Family Legacy Inc
South Carolina
$1.15M +$79.8K +1,216 +7%
MFG
577
Magnus Financial Group
New York
$1.14M -$128K -1,958 -10%
SFG
578
Sowa Financial Group
Rhode Island
$1.13M +$1.13M +17,157 New
BEI
579
Benjamin Edwards Inc
Missouri
$1.1M +$23.2K +354 +2%
1832 Asset Management
580
1832 Asset Management
Ontario, Canada
$1.09M -$39.5K -600 -3%
TFGT
581
TS Financial Group (TSFG)
Illinois
$1.06M +$39K +594 +4%
5L
582
55I LLC
Massachusetts
$1.05M +$677K +10,324 +183%
EWA
583
EP Wealth Advisors
California
$1.02M +$31.2K +476 +3%
CIBC Private Wealth Group
584
CIBC Private Wealth Group
Georgia
$989K +$12.2K +186 +1%
QWM
585
QP Wealth Management
New Jersey
$984K +$984K +14,484 New
FMLI
586
Fukoku Mutual Life Insurance
Japan
$984K +$984K +15,000 New
IFWM
587
Institute for Wealth Management
Colorado
$982K -$167K -2,542 -15%
GWM
588
Greenwich Wealth Management
Connecticut
$966K +$227K +3,458 +31%
ACP
589
Aveo Capital Partners
Colorado
$956K +$34.9K +532 +4%
ELI
590
Empire Life Investments
Ontario, Canada
$950K +$950K +14,489 New
CRWM
591
Castle Rock Wealth Management
California
$942K – – –
GFS
592
GYL Financial Synergies
Connecticut
$942K – – –
BWM
593
BCS Wealth Management
Tennessee
$933K +$933K +14,224 New
JFA
594
Johanson Financial Advisors
California
$912K +$912K +59,828 New
FNT
595
First National Trust
Pennsylvania
$904K +$580K +8,848 +179%
DC
596
Derby & Company
Massachusetts
$902K +$902K +13,755 New
DA
597
Detalus Advisors
Missouri
$897K +$897K +13,674 New
SCP
598
Syntal Capital Partners
Texas
$890K +$596K +9,101 +203%
AF
599
Advisornet Financial
Minnesota
$876K +$324K +4,939 +59%
EAMA
600
EFG Asset Management (Americas)
Florida
$873K +$262K +3,996 +43%
22 23
24
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