USMV icon

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 %
CCM
776
Coldstream Capital Management
Washington
$239K +$239K +3,648 New
CAM
777
Cresset Asset Management
Illinois
$237K -$145K -2,207 -38%
MAS
778
Managed Account Services
Florida
$237K – – –
WA
779
Wealth Architects
California
$237K +$237K +3,609 New
AWM
780
Aevitas Wealth Management
Massachusetts
$234K +$234K +3,563 New
LA
781
LVW Advisors
New York
$228K +$228K +3,472 New
PSF
782
Pacific Sun Financial
California
$227K – – –
CFW
783
CA Family Wealth
California
$227K +$227K +3,464 New
DIP
784
DT Investment Partners
Pennsylvania
$227K +$227K +3,471 New
ACM
785
Advisors Capital Management
New Jersey
$224K +$224K +3,413 New
HCA
786
Harbour Capital Advisors
Virginia
$223K – – –
FVWA
787
Foster Victor Wealth Advisors
South Carolina
$221K – – –
RPWA
788
Regent Peak Wealth Advisors
Georgia
$221K +$221K +3,373 New
RMAM
789
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
FWM
790
Frontier Wealth Management
Missouri
$220K +$220K +3,352 New
CFS
791
CRA Financial Services
New Jersey
$219K +$219K +3,341 New
HB
792
Homrich & Berg
Georgia
$216K +$262 +4 +0.1%
GT
793
Glenview Trust
Kentucky
$215K +$215K +3,277 New
APP
794
Avantax Planning Partners
Iowa
$214K – – –
MSAGDF
795
Moneda SA Administradora General de Fondos
Chile
$214K +$214K +3,255 New
TWM
796
Titus Wealth Management
California
$213K -$22.3K -340 -9%
EA
797
Emerald Advisors
Washington
$212K +$212K +3,154 New
JWBC
798
J.W. Burns & Co
New York
$210K -$6.43K -98 -3%
PWA
799
Peterson Wealth Advisors
Utah
$210K – – –
CPA
800
Capital Planning Advisors
California
$209K – – –
30 31
32
33 34