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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 %
DWM
751
Darwin Wealth Management
Florida
$296K -$8.46K -129 -3%
FCFC
752
First Citizens Financial Corp
Iowa
$294K +$294K +4,478 New
VR
753
Viridian RIA
Washington
$292K +$43K +657 +17%
RIM
754
Regent Investment Management
Kentucky
$291K +$291K +4,434 New
MWM
755
Meridian Wealth Management
Kentucky
$288K +$288K +4,405 New
Fisher Asset Management
756
Fisher Asset Management
Washington
$286K +$286K +4,359 New
WIA
757
Westbourne Investment Advisors
Maryland
$285K – – –
CPC
758
Consolidated Planning Corp
Georgia
$282K +$282K +4,302 New
PCP
759
Proficio Capital Partners
Massachusetts
$280K – – –
NGA
760
Naples Global Advisors
Florida
$277K -$19.7K -300 -7%
ABC
761
Associated Banc-Corp
Wisconsin
$273K – – –
ACG
762
Allen Capital Group
Nebraska
$270K +$270K +4,119 New
WC
763
Whitney & Co
New York
$263K +$263K +4,009 New
AA
764
Argent Advisors
Louisiana
$263K +$263K +4,022 New
PWP
765
Principle Wealth Partners
Connecticut
$262K – – –
Simplex Trading
766
Simplex Trading
Illinois
$258K +$148K +2,258 +134%
FIM
767
Frontier Investment Management
Texas
$255K -$13.5K -206 -5%
CWM
768
Connecticut Wealth Management
Connecticut
$254K -$9.77K -149 -4%
MG
769
Mather Group
Illinois
$252K +$252K +3,848 New
AP
770
Arlington Partners
Alabama
$251K – – –
SMFG
771
Sumitomo Mitsui Financial Group
Japan
$249K +$214K +3,261 +621%
JA
772
JVL Associates
Michigan
$247K – – –
MPW
773
MA Private Wealth
California
$246K -$50.9K -776 -17%
MIC
774
Means Investment Company
Maine
$243K – – –
LP
775
LGL Partners
Pennsylvania
$241K – – –
29 30
31
32 33