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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 %
1NWS
901
1 North Wealth Services
Maryland
$8K – – –
RIA
902
RPG Investment Advisory
California
$8K +$63 +1 +0.8%
HI
903
Hoey Investments
Pennsylvania
$8K +$8K +121 New
AWA
904
Arkadios Wealth Advisors
Georgia
$7.35K +$7.35K +106 New
SIS
905
Sound Income Strategies
Florida
$7K +$4.04K +64 +136%
FBT
906
First Bank & Trust
South Dakota
$7K +$7K +104 New
NR
907
Newfound Research
Massachusetts
$6K -$2.05K -30 -25%
BFC
908
Bedel Financial Consulting
Indiana
$6K – – –
HWM
909
Howard Wealth Management
Connecticut
$6K +$6K +95 New
EW
910
Element Wealth
Mississippi
$6K +$6K +95 New
LFA
911
Lighthouse Financial Advisors
Maryland
$6K +$6K +102 New
KFS
912
Kelly Financial Services
Massachusetts
$5.86K – – –
AWM
913
AllSquare Wealth Management
New York
$5K – – –
CWA
914
Capital Wealth Alliance
Arizona
$5K +$5K +79 New
Deutsche Bank
915
Deutsche Bank
Germany
$4K – – –
GEA
916
Glen Eagle Advisors
New Jersey
$3.95K +$2.24K +34 +131%
BRC
917
Bell Rock Capital
Delaware
$3K – – –
IRC
918
Investors Research Corp
Georgia
$3K – – –
CHAM
919
Clear Harbor Asset Management
Connecticut
$2.95K +$2.95K +45 New
SHWM
920
Silicon Hills Wealth Management
Texas
$1.02K +$1.02K +25 New
HGWM
921
Harvest Group Wealth Management
Massachusetts
$1K -$60.6K -1,515 -98%
HCA
922
Horan Capital Advisors
Ohio
$1K -$29K -261 -97%
CIAS
923
CBIZ Investment Advisory Services
Ohio
$1K – – –
M&T Bank
924
M&T Bank
New York
– -$163M -2,542,246 Closed
Victory Capital Management
925
Victory Capital Management
Texas
– -$61.9M -965,680 Closed
35 36
37
38 39