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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 %
CIC
726
Carnegie Investment Counsel
Ohio
$357K +$357K +5,441 New
AIC
727
Archer Investment Corporation
Indiana
$356K +$23.3K +355 +7%
Kovitz Investment Group Partners
728
Kovitz Investment Group Partners
Illinois
$352K -$173K -2,635 -33%
SFC
729
SYM Financial Corp
Indiana
$351K +$351K +5,358 New
LA
730
LexAurum Advisors
Kansas
$348K +$66 +1 +0%
FNBT
731
FineMark National Bank & Trust
Florida
$347K -$43.8K -667 -11%
DOA
732
D'Orazio & Associates
Virginia
$347K – – –
WTC
733
WhitTier Trust Company
Nevada
$339K – – –
APW
734
Austin Private Wealth
Texas
$337K +$337K +5,135 New
WI
735
WrapManager Inc
California
$334K +$334K +5,091 New
BFIM
736
Beese Fulmer Investment Management
Ohio
$333K – – –
PCMC
737
Private Capital Management (Colorado)
Colorado
$330K – – –
CAM
738
Claret Asset Management
Quebec, Canada
$330K – – –
SCM
739
Shelton Capital Management
Colorado
$328K – – –
NIA
740
Northstar Investment Advisors
Colorado
$326K -$111K -1,698 -25%
ACA
741
Ackerman Capital Advisors
Texas
$326K +$54.5K +831 +20%
AP
742
Atwood & Palmer
Missouri
$317K – – –
SP
743
Successful Portfolios
Florida
$314K +$314K +4,790 New
ACI
744
Alpha Cubed Investments
California
$313K -$14.2K -217 -4%
ACM
745
AlphaStar Capital Management
North Carolina
$312K -$11K -168 -3%
PCG
746
Private Capital Group
Connecticut
$308K -$573K -8,753 -65%
FI
747
Financial Insights
Washington
$304K +$3.08K +47 +1%
PGFC
748
Peapack-Gladstone Financial Corp
New Jersey
$300K +$15.8K +241 +6%
MWM
749
Marietta Wealth Management
Georgia
$298K +$6.11K +93 +2%
CSA
750
Cottage Street Advisors
Massachusetts
$297K +$297K +4,520 New
28 29
30
31 32