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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 %
HSA
626
HBK Sorce Advisory
Pennsylvania
$741K +$376K +5,734 +103%
WSFS
627
Wilmington Savings Fund Society
Delaware
$740K -$19.5K -297 -3%
HW
628
Hamilton Wealth
California
$738K -$85.8K -1,307 -10%
CG
629
Cutler Group
California
$734K +$623K +9,500 +559%
SBL
630
Sargent Bickham Lagudis
Colorado
$724K – – –
AWA
631
Arete Wealth Advisors
Illinois
$697K +$426K +6,502 +158%
SF
632
Synovus Financial
Georgia
$689K -$39.2K -597 -5%
Koshinski Asset Management
633
Koshinski Asset Management
Illinois
$687K +$687K +10,496 New
IBOK
634
Independence Bank of Kentucky
Kentucky
$682K +$682K +10,400 New
RWA
635
Ropes Wealth Advisors
Massachusetts
$677K +$541K +8,250 +399%
RFC
636
Regions Financial Corp
Alabama
$676K +$61.7K +940 +10%
DWT
637
Dorsey & Whitney Trust
South Dakota
$670K +$670K +10,215 New
SFWA
638
Summit Financial Wealth Advisors
Louisiana
$669K +$1.21K +18 +0.2%
HCM
639
Howard Capital Management
Georgia
$668K +$668K +10,065 New
WA
640
WESPAC Advisors
California
$647K +$647K +9,863 New
WA
641
Waddell & Associates
Tennessee
$646K – – –
VFM
642
Vivid Financial Management
California
$642K +$642K +9,393 New
KM
643
Kalos Management
Georgia
$639K -$95.1K -1,449 -13%
FFBTD
644
First Financial Bank - Trust Division
Ohio
$633K -$51.6K -787 -8%
SFSIG
645
San Francisco Sentry Investment Group
California
$632K +$36.8K +561 +6%
BWA
646
Beam Wealth Advisors
Louisiana
$630K +$630K +9,602 New
MPCG
647
Matrix Private Capital Group
New York
$619K +$619K +9,432 New
SWA
648
Stratos Wealth Advisors
Ohio
$615K +$42.1K +642 +7%
IWA
649
Intercontinental Wealth Advisors
Texas
$610K – – –
PPA
650
Parametric Portfolio Associates
Washington
$600K +$33.6K +512 +6%
24 25
26
27 28