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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 %
Wolverine Trading
701
Wolverine Trading
Illinois
$417K +$417K +6,377 New
PG
702
Prostatis Group
Maryland
$415K +$415K +6,334 New
PWM
703
Perigon Wealth Management
California
$413K +$175K +2,660 +73%
LF
704
Lantz Financial
Illinois
$411K +$181K +2,768 +79%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$410K – – –
WAM
706
Weatherly Asset Management
California
$409K -$6.49K -99 -2%
CIBC World Market
707
CIBC World Market
Ontario, Canada
$409K +$168K +2,566 +70%
PPWM
708
PFG Private Wealth Management
Florida
$401K +$401K +6,108 New
AMCA
709
Arthur M. Cohen & Associates
Illinois
$393K +$1.05K +16 +0.3%
CAN
710
Claraphi Advisory Network
United States
$389K -$172K -2,621 -31%
PL
711
Parthenon LLC
Kentucky
$385K – – –
CTI
712
Community Trust & Investment
Kentucky
$382K -$8.65K -132 -2%
SIAS
713
Shine Investment Advisory Services
Colorado
$381K – – –
PWW
714
Pettyjohn Wood & White
Virginia
$381K – – –
CPIA
715
Cornell Pochily Investment Advisors
New York
$381K +$38.8K +591 +11%
OIA
716
OneDigital Investment Advisors
Kansas
$380K +$86.7K +1,320 +30%
BA
717
BCM Advisors
Louisiana
$379K – – –
GSC
718
G&S Capital
Colorado
$371K +$371K +5,669 New
AC
719
Abbrea Capital
California
$369K – – –
SFPG
720
Stonebridge Financial Planning Group
Florida
$369K +$369K +5,618 New
KWM
721
Keebeck Wealth Management
Illinois
$368K +$368K +5,612 New
RCA
722
Ranch Capital Advisors
Florida
$363K +$66 +1 +0%
BSW
723
Buckingham Strategic Wealth
Missouri
$360K -$76.9K -1,173 -18%
BFPW
724
BOK Financial Private Wealth
Colorado
$360K +$32K +487 +10%
DSC
725
Duncker Streett & Co
Missouri
$357K +$14.6K +222 +4%
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