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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 %
FRA
851
Front Row Advisors
California
$50K – – –
AC
852
AlphaCore Capital
California
$47K +$47K +712 New
GI
853
Gradient Investments
Minnesota
$45K -$29.3K -448 -39%
LB
854
Legacy Bridge
Iowa
$45K – – –
CHA
855
Carmichael Hill & Associates
Maryland
$45K +$45K +683 New
SCA
856
Stonebridge Capital Advisors
Minnesota
$43K +$10.1K +155 +31%
PP
857
Pacifica Partners
Canada
$43K +$43K +650 New
CA
858
Centerpoint Advisors
Massachusetts
$40K +$25K +380 +166%
PC
859
Permanens Capital
New York
$39K – – –
AIL
860
AGF Investments LLC
Ontario, Canada
$35K – – –
VRM
861
Vectors Research Management
New York
$35K +$25.5K +394 +268%
BC
862
Barnett & Company
Tennessee
$34K – – –
TCWM
863
Total Clarity Wealth Management
Illinois
$34K +$34K +518 New
CA
864
CXI Advisors
Indiana
$34K +$34K +522 New
PFBT
865
Parkside Financial Bank & Trust
Missouri
$33K – – –
First Manhattan
866
First Manhattan
New York
$31K +$27.7K +431 +845%
PFSC
867
Peoples Financial Services Corp
Pennsylvania
$29K – – –
KTC
868
Kistler-Tiffany Companies
Pennsylvania
$29K +$264 +4 +0.9%
DI
869
Disciplined Investments
Oklahoma
$28K +$28K +427 New
VNA
870
Valley National Advisers
Pennsylvania
$27K +$65 +1 +0.2%
CTC
871
Central Trust Company
Missouri
$27K +$11K +168 +69%
QCG
872
Quadrant Capital Group
Ohio
$26K – – –
EWM
873
EPG Wealth Management
Georgia
$26K +$26K +396 New
HIA
874
Harbor Investment Advisory
Maryland
$25K +$25K +384 New
BBA
875
Braun-Bostich & Associates
Pennsylvania
$24K +$24K +366 New
33 34
35
36 37