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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 %
TCM
101
TD Capital Management
Tennessee
$32.4M +$1.68M +25,616 +5%
PA
102
Parallel Advisors
California
$31.1M -$676K -10,306 -2%
WP
103
WealthPLAN Partners
Nebraska
$30.7M +$993K +14,385 +3%
HighTower Advisors
104
HighTower Advisors
Illinois
$30.6M +$4M +60,908 +15%
DLIC
105
Daido Life Insurance Company
Japan
$30.5M – – –
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$30.3M +$1.73M +26,401 +6%
AWM
107
AE Wealth Management
Kansas
$28.4M -$2.79M -42,542 -9%
EWM
108
Executive Wealth Management
Michigan
$28.1M -$478K -7,287 -2%
CAG
109
Crestwood Advisors Group
Massachusetts
$27.8M +$127K +1,937 +0.5%
NEIRG
110
New England Investment & Retirement Group
Massachusetts
$27.8M +$10.4M +158,011 +60%
NA
111
NewEdge Advisors
Louisiana
$27.7M +$84.6K +1,289 +0.3%
TFS
112
TrustCore Financial Services
Tennessee
$27.1M +$1.51M +23,091 +6%
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$27.1M +$1.62M +24,659 +6%
WP
114
WealthSource Partners
California
$26M +$485K +7,397 +2%
PWS
115
Paragon Wealth Strategies
Florida
$25.2M +$176K +2,679 +0.7%
RCM
116
Requisite Capital Management
Texas
$25.1M +$3.23M +49,286 +15%
LWA
117
Lowe Wealth Advisors
Maryland
$24.6M -$59.8K -912 -0.2%
Nuveen Asset Management
118
Nuveen Asset Management
Illinois
$24M – – –
FDCC
119
Foster Dykema Cabot & Co
Massachusetts
$23.6M -$2.33M -35,460 -9%
HFA
120
High Falls Advisors
New York
$23.6M +$684K +10,428 +3%
NCM
121
Novare Capital Management
North Carolina
$23.5M +$448K +6,826 +2%
TI
122
TTP Investments
California
$22.9M +$12.2M +185,794 +113%
TF
123
Tompkins Financial
New York
$22.6M +$162K +2,470 +0.7%
WR
124
Watson Rebecca
$21.9M +$21.9M +334,064 New
RCM
125
Rain Capital Management
Oregon
$21.9M +$135K +2,060 +0.6%
3 4
5
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