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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 %
QA
926
Quantitative Advantage
Minnesota
– -$32.1M -500,019 Closed
FTIOP
927
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$26M -406,314 Closed
CWG
928
Cornerstone Wealth Group
North Carolina
– -$17.1M -266,124 Closed
Barclays
929
Barclays
United Kingdom
– -$6.33M -98,790 Closed
Axa
930
Axa
France
– -$6.07M -94,710 Closed
PCM
931
Peak Capital Management
Colorado
– -$4.66M -71,480 Closed
GSWM
932
Golden State Wealth Management
California
– -$1.6M -24,895 Closed
VCM
933
Virtue Capital Management
Tennessee
– -$1.15M -17,900 Closed
RCG
934
Ruggie Capital Group
Florida
– -$1.12M -17,475 Closed
CL
935
CPWM LLC
Washington
– -$822K -12,819 Closed
CCB
936
Cutter & Co Brokerage
Missouri
– -$498K -7,772 Closed
TRCT
937
Tower Research Capital (TRC)
New York
– -$496K -7,745 Closed
EAM
938
Evanson Asset Management
California
– -$460K -7,184 Closed
SWM
939
Sequoia Wealth Management
Illinois
– -$428K -6,659 Closed
BFA
940
Beaumont Financial Advisors
Massachusetts
– -$410K -6,399 Closed
PCM
941
Penserra Capital Management
California
– -$368K -5,746 Closed
CFG
942
Cooper Financial Group
California
– -$330K -5,150 Closed
TPA
943
Trivium Point Advisory
Connecticut
– -$294K -4,640 Closed
RWP
944
RWA Wealth Partners
Massachusetts
– -$296K -4,615 Closed
CFG
945
CMC Financial Group
Georgia
– -$275K -4,287 Closed
OFS
946
OneAscent Financial Services
Alabama
– -$264K -4,153 Closed
GAM
947
Grandview Asset Management
Pennsylvania
– -$252K -3,964 Closed
RW
948
RVW Wealth
California
– -$233K -3,633 Closed
PP
949
Paloma Partners
Connecticut
– -$226K -3,521 Closed
SBIA
950
Sheaff Brock Investment Advisors
Indiana
– -$222K -3,464 Closed
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