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iShares MSCI USA Min Vol Factor ETF
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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 %
CCM
676
Crabel Capital Management
California
$474K -$1.14M -17,419 -71%
AT
677
Arden Trust
Delaware
$470K – – –
KIA
678
KCM Investment Advisors
California
$469K +$149K +2,280 +47%
FWM
679
Focused Wealth Management
New York
$467K +$2.89K +44 +0.6%
AWM
680
Altium Wealth Management
New York
$467K +$29.1K +444 +7%
TA
681
TCG Advisors
Texas
$466K +$85.9K +1,309 +23%
SWM
682
SVA Wealth Management
Wisconsin
$463K +$463K +7,059 New
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$454K -$658K -10,038 -59%
EGA
684
E&G Advisors
Texas
$451K +$195K +2,970 +76%
EIA
685
Eldridge Investment Advisors
New Hampshire
$450K +$5.25K +80 +1%
BP
686
BBR Partners
New York
$449K – – –
Cerity Partners
687
Cerity Partners
New York
$448K -$1.36M -20,735 -75%
CIAS
688
Capital Investment Advisory Services
North Carolina
$448K +$127K +1,940 +40%
PFA
689
Pinnacle Family Advisors
Missouri
$447K +$1.05K +16 +0.2%
ECA
690
Elevated Capital Advisors
Utah
$446K +$446K +6,799 New
OPS
691
Orion Portfolio Solutions
Nebraska
$446K +$446K +6,800 New
GFPC
692
Global Financial Private Client
Florida
$440K +$440K +6,709 New
BW
693
Bison Wealth
Georgia
$438K +$92.5K +1,410 +27%
RIA
694
Realta Investment Advisors
Delaware
$434K +$42.3K +649 +11%
SWP
695
Strategic Wealth Partners
Ohio
$433K +$1.31K +20 +0.3%
VFA
696
Valeo Financial Advisors
Indiana
$433K +$239K +3,645 +123%
BA
697
Bristlecone Advisors
Washington
$429K +$429K +6,545 New
HR
698
Hayden Royal
North Carolina
$426K -$76.9K -1,105 -15%
V
699
Veritable
Delaware
$425K -$4.06K -62 -0.9%
BBHC
700
Brown Brothers Harriman & Co
New York
$418K +$232K +3,543 +125%
26 27
28
29 30