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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 %
EP
601
Eudaimonia Partners
Tennessee
$864K +$864K +13,175 New
SCA
602
Sage Capital Advisors
South Dakota
$853K – – –
TFS
603
Thoroughbred Financial Services
Tennessee
$844K +$169K +2,581 +25%
AWM
604
Aries Wealth Management
Maine
$838K +$28K +425 +3%
B
605
Bridgeworth
Alabama
$834K -$80.4K -1,226 -9%
JWM
606
Jackson Wealth Management
Florida
$820K -$9.7K -143 -1%
JIP
607
Jaffetilchin Investment Partners
Florida
$813K -$313K -4,771 -28%
TAM
608
Townsend Asset Management
North Carolina
$809K +$809K +12,336 New
HIM
609
Hanlon Investment Management
New Jersey
$807K +$433K +6,596 +116%
OIM
610
Opus Investment Management
Massachusetts
$802K – – –
CCFCSB
611
Cape Cod Five Cents Savings Bank
Massachusetts
$800K – – –
APW
612
Aurora Private Wealth
New Jersey
$792K +$792K +12,075 New
VHAM
613
Van Hulzen Asset Management
California
$790K +$279K +4,249 +55%
CS
614
Capital Square
Tennessee
$789K +$789K +12,041 New
TP
615
Tranquility Partners
Tennessee
$780K -$33.4K -509 -4%
BWA
616
BDO Wealth Advisors
Florida
$768K -$15.3K -233 -2%
CIBC Asset Management
617
CIBC Asset Management
Ontario, Canada
$766K +$173K +2,640 +29%
NNP
618
Nachman Norwood & Parrott
South Carolina
$764K +$2.23K +34 +0.3%
DY
619
Dowling & Yahnke
California
$756K -$68K -1,036 -8%
LAS
620
Lloyd Advisory Services
Georgia
$756K +$756K +11,530 New
AIFAIM
621
American Institute for Advanced Investment Management
Arizona
$754K +$754K +11,493 New
WT
622
Whittier Trust
California
$752K – – –
SFWC
623
Strategic Family Wealth Counselors
New Jersey
$751K -$19.7K -300 -3%
CG
624
Caprock Group
Idaho
$749K +$514K +7,830 +218%
CT
625
Columbia Trust
Oregon
$748K +$748K +11,415 New
23 24
25
26 27