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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 %
WCM
876
Wealthcare Capital Management
Virginia
$23K – – –
SIM
877
Sonora Investment Management
Arizona
$22K +$4.39K +68 +25%
BWP
878
Baldwin Wealth Partners
Massachusetts
$21K – – –
FWM
879
Foresight Wealth Management
Utah
$21K – – –
OIA
880
Optimum Investment Advisors
Illinois
$20K – – –
HCC
881
Hirtle Callaghan & Co
Pennsylvania
$17K – – –
IWP
882
IAG Wealth Partners
Wisconsin
$17K +$17K +253 New
CDIA
883
Capital Directions Investment Advisors
Georgia
$17K +$17K +254 New
CAGAS
884
Capital Advisory Group Advisory Services
Minnesota
$16K +$12.1K +187 +312%
KPW
885
Kore Private Wealth
New York
$16K +$16K +238 New
LS
886
Leelyn Smith
Illinois
$15.4K +$15.4K +250,867 New
FCMT
887
Founders Capital Management (Texas)
Texas
$15K +$132 +2 +0.9%
HWA
888
HCR Wealth Advisors
California
$14K -$281K -4,215 -95%
RFM
889
Royal Fund Management
Florida
$14K +$64 +1 +0.5%
FWM
890
Filbrandt Wealth Management
Wisconsin
$14K +$14K +215 New
MCM
891
McMillion Capital Management
North Carolina
$13K – – –
TFA
892
Toth Financial Advisory
Virginia
$13K +$533 +8 +4%
TI
893
tru Independence
Oregon
$13K +$13K +238 New
TFO
894
Tarbox Family Office
California
$12K – – –
SMG
895
Spectrum Management Group
Indiana
$12K +$128 +2 +1%
FP
896
Financial Perspectives
Minnesota
$11.7K +$11.7K +178 New
IIA
897
ICW Investment Advisors
Arizona
$11K +$11K +172 New
PVH
898
Psagot Value Holdings
Israel
$10K – – –
AA
899
AlphaMark Advisors
Kentucky
$9K – – –
MF
900
Manchester Financial
California
$9K +$9K +133 New
34 35
36
37 38