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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 %
AP
801
Advisor Partners
California
$209K +$209K +3,132 New
BCM
802
BTR Capital Management
California
$208K – – –
MWA
803
Martel Wealth Advisors
Washington
$205K -$1.18K -18 -0.6%
HW
804
Hancock Whitney
Mississippi
$205K +$205K +3,120 New
FC
805
FCA Corp
Texas
$204K +$204K +3,107 New
LWA
806
LWS Wealth Advisors
New Jersey
$202K +$202K +3,086 New
SWM
807
SeaCrest Wealth Management
New York
$201K +$201K +3,062 New
SPL
808
Smart Portfolios LLC
Washington
$200K +$200K +3,053 New
SAM
809
Strategy Asset Managers
California
$200K +$200K +3,054 New
PP
810
PDS Planning
Ohio
$184K -$96.1K -1,468 -34%
TL
811
TrueWealth LLC
Georgia
$184K – – –
CCM
812
Covington Capital Management
California
$182K – – –
SFA
813
Semmax Financial Advisors
North Carolina
$181K -$36.8K -562 -17%
HNB
814
Huntington National Bank
Ohio
$172K – – –
PO
815
Private Ocean
California
$151K -$49.1K -746 -25%
MWP
816
MYCIO Wealth Partners
Pennsylvania
$146K -$197 -3 -0.1%
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$143K +$5.72K +87 +4%
PCA
818
Providence Capital Advisors
North Carolina
$141K -$20.3K -310 -13%
APW
819
Acima Private Wealth
Virginia
$140K – – –
WEC
820
Winslow Evans & Crocker
Massachusetts
$134K +$15.5K +234 +13%
SL
821
Savior LLC
Massachusetts
$124K +$124K +1,888 New
SBSB
822
Sullivan, Bruyette, Speros & Blaney
Virginia
$122K -$30.8K -469 -20%
MA
823
MUFG Americas
New York
$121K – – –
TSW
824
Thompson Siegel & Walmsley
Virginia
$120K – – –
BCA
825
Berman Capital Advisors
Georgia
$119K +$92.1K +1,408 +342%
31 32
33
34 35