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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
$1.21B
2
CC
Cassaday & Co
Virginia
$164M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
Bank of America
Bank of America
North Carolina
$2.53B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$448M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$834M
2
M&T Bank
M&T Bank
New York
$0
3
VAG
VisionPoint Advisory Group
Texas
$2.84M
4
CCMG
Clark Capital Management Group
Pennsylvania
$3.61M
5
Victory Capital Management
Victory Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
76
Sharkey, Howes & Javer
Colorado
$46.1M -$105K -1,607 -0.2%
Stifel Financial
77
Stifel Financial
Missouri
$45.5M +$3.25M +49,613 +8%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$44.8M +$13.2M +200,900 +42%
Citigroup
79
Citigroup
New York
$43.9M +$3.12M +47,541 +8%
QCM
80
Quest Capital Management
Texas
$43.5M -$249K -3,796 -0.6%
MCM
81
MV Capital Management
Maryland
$41.8M +$120K +1,823 +0.3%
TC
82
Telemus Capital
Michigan
$41.2M +$293K +4,469 +0.7%
CIA
83
Choate Investment Advisors
Massachusetts
$40.8M -$7.97M -121,524 -16%
MIAN
84
Mariner Independent Advisor Network
Kansas
$40.5M -$12.6M -192,513 -24%
AI
85
Atria Investments
North Carolina
$40.1M -$7.87M -119,986 -16%
Comerica Bank
86
Comerica Bank
Texas
$39.5M +$4.26M +62,661 +12%
MPW
87
Monterey Private Wealth
California
$39.2M +$39.2M +597,325 New
GFPC
88
Global Financial Private Capital
Florida
$38.7M -$19.6M -299,449 -34%
FFA
89
Fragasso Financial Advisors
Pennsylvania
$38.2M -$531K -8,087 -1%
FT
90
Fiduciary Trust
Massachusetts
$37.8M +$20.7M +316,158 +121%
IWC
91
Integrated Wealth Concepts
Massachusetts
$37.4M +$8.04M +122,494 +27%
SIA
92
Sovereign Investment Advisors
Arizona
$37.3M +$37.3M +568,275 New
SWP
93
Stratos Wealth Partners
Ohio
$36M +$2.67M +40,730 +8%
TIA
94
Traphagen Investment Advisors
New Jersey
$35.9M +$2.74M +41,810 +8%
HCM
95
Hengehold Capital Management
Ohio
$35.4M +$429K +6,533 +1%
QI
96
QS Investors
New York
$32.9M +$18.3M +278,243 +124%
SFA
97
Stewardship Financial Advisors
Georgia
$32.8M +$6.3M +96,092 +24%
AAS
98
Avantax Advisory Services
Texas
$32.7M +$15.7M +238,715 +92%
TPWA
99
TRUE Private Wealth Advisors
Oregon
$32.7M +$277K +4,228 +0.9%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$32.5M +$2.32M +35,391 +8%
2 3
4
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