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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 %
OFG
651
OmniStar Financial Group
North Carolina
$590K +$55.1K +840 +10%
NF
652
Nikulski Financial
Iowa
$586K +$1.48K +22 +0.3%
BHB
653
Bank Hapoalim BM
Israel
$583K -$28.9K -440 -5%
JCM
654
Janney Capital Management
Pennsylvania
$582K -$196K -2,985 -25%
HF
655
HRT Financial
New York
$579K +$579K +8,838 New
EWA
656
Evolution Wealth Advisors
Florida
$576K +$576K +8,778 New
RA
657
Riversedge Advisors
Delaware
$571K -$9.44K -144 -2%
WA
658
WBH Advisory
Maryland
$548K +$137K +2,098 +33%
State Street
659
State Street
Massachusetts
$541K -$10.9K -166 -2%
PG
660
Patten Group
Tennessee
$539K -$3.28K -50 -0.6%
CW
661
CreativeOne Wealth
Kansas
$539K +$39.6K +603 +8%
BF
662
BOK Financial
Oklahoma
$536K -$8.33K -127 -2%
TF
663
TimeScale Financial
Massachusetts
$535K – – –
TCOV
664
Trust Company of Vermont
Vermont
$530K +$422K +6,437 +393%
AIA
665
AIMZ Investment Advisors
California
$526K – – –
AP
666
Appleton Partners
Massachusetts
$510K -$47.9K -730 -9%
SW
667
SlateStone Wealth
Florida
$505K +$505K +7,692 New
CA
668
Continuum Advisory
Idaho
$504K – – –
AF
669
Apexium Financial
Texas
$502K +$502K +7,660 New
SB
670
Strategic Blueprint
Georgia
$498K +$13.1K +200 +3%
Franklin Resources
671
Franklin Resources
California
$495K – – –
PP
672
Patten & Patten
Tennessee
$493K -$1.64K -25 -0.3%
ACA
673
Anchor Capital Advisors
Massachusetts
$492K -$28.2K -430 -5%
LF
674
LifeSteps Financial
California
$491K +$491K +7,485 New
FDCDDQ
675
Federation des caisses Desjardins du Quebec
Quebec, Canada
$475K -$5.64K -86 -1%
25 26
27
28 29