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iShares MSCI USA Min Vol Factor ETF
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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 %
PW
826
Price Wealth
Texas
$118K – – –
HWM
827
Holloway Wealth Management
Florida
$117K -$114K – –
PB
828
Pinnacle Bancorp
Nebraska
$114K +$114K +1,739 New
OC
829
Oakworth Capital
Alabama
$107K – – –
VCM
830
Vigilant Capital Management
Maine
$107K +$107K +1,637 New
AA
831
Advisory Alpha
Michigan
$100K -$8.96K -135 -8%
RFWA
832
RPg Family Wealth Advisory
Massachusetts
$96.2K -$6.3K -96 -6%
Rockefeller Capital Management
833
Rockefeller Capital Management
New York
$93K +$42.3K +648 +83%
MAWCM
834
Mine & Arao Wealth Creation & Management
California
$85K +$85K +1,297 New
ME
835
McIlrath & Eck
Washington
$77K – – –
HI
836
Hudock Inc
Pennsylvania
$77K +$15.1K +232 +24%
GWMIA
837
Global Wealth Management Investment Advisory
Florida
$75K -$1.98K -30 -3%
BWM
838
BerganKDV Wealth Management
Minnesota
$75K – – –
AIM
839
Anchor Investment Management
South Carolina
$69.3K – – –
HR
840
Howe & Rusling
New York
$67K +$60.4K +924 +915%
FGAM
841
Financial Gravity Asset Management
Texas
$66K -$438 -34 -0.7%
SSB
842
Sandy Spring Bank
Maryland
$63K -$25.6K -390 -29%
ST
843
Smithfield Trust
Pennsylvania
$62K – – –
CBT
844
Capital Bank & Trust
California
$62K – – –
LWM
845
Lenox Wealth Management
Ohio
$61K -$32K -491 -34%
JFA
846
JNBA Financial Advisors
Minnesota
$59K – – –
SWM
847
Selective Wealth Management
Virginia
$56K +$56K +851 New
MAM
848
Meeder Asset Management
Ohio
$55K +$48.1K +734 +692%
1IA
849
1834 Investment Advisors
Wisconsin
$54K – – –
EWM
850
Endurance Wealth Management
Rhode Island
$51K – – –
32 33
34
35 36