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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 %
BFG
126
Barber Financial Group
Kansas
$21.7M -$396K -6,042 -2%
PCFFS
127
Pacific Center for Financial Services
California
$21.6M +$500K +7,617 +2%
TC
128
Trilogy Capital
California
$21M -$236K -3,596 -1%
CAL
129
Capital Advisors Ltd
Ohio
$20.9M +$4.21M +64,167 +25%
CS
130
Comerica Securities
Michigan
$20.9M -$1.21M -18,495 -5%
OAJ
131
Ogorek Anthony Joseph
New York
$20.9M -$9.18M -139,866 -31%
AP
132
Agilis Partners
Massachusetts
$20.9M +$20.9M +317,961 New
ASN
133
Advisory Services Network
Georgia
$20.8M +$4.78M +72,907 +30%
TNBTD
134
Trustmark National Bank Trust Department
Mississippi
$20.7M +$779K +11,874 +4%
ONST
135
Old North State Trust
North Carolina
$20.7M +$3.24M +49,344 +19%
CB
136
Community Bank
New York
$20.6M -$336K -5,120 -2%
GCM
137
Gibraltar Capital Management
Oklahoma
$20.4M +$16.5M +252,009 +423%
NAM
138
North American Management
Massachusetts
$20.4M -$153K -2,330 -0.7%
CFGS
139
Concourse Financial Group Securities
Alabama
$19.9M +$8.03M +122,405 +68%
LWA
140
Lineweaver Wealth Advisors
Ohio
$19.9M +$19.9M +302,781 New
WDL
141
Well Done LLC
Michigan
$19.8M +$694K +10,585 +4%
PS
142
Portfolio Strategies
New York
$19.7M -$201K -3,060 -1%
BRWA
143
B. Riley Wealth Advisors
Florida
$19.3M -$2.65M -40,438 -12%
SS
144
Simplicity Solutions
Minnesota
$19.2M -$3.35M -51,023 -15%
REMPR
145
Roof Eidam Maycock Peralta (REMP)
California
$19.1M +$75.4K +1,150 +0.4%
PPFA
146
Provida Pension Fund Administrator
Chile
$19M +$9.49M +145,000 +100%
FP
147
Fiduciary Planning
Florida
$18.9M +$18.9M +280,431 New
SVCP
148
Silicon Valley Capital Partners
California
$18.9M +$3.1M +47,219 +20%
SPIA
149
Strategic Point Investment Advisors
Rhode Island
$18.9M +$3.9M +59,390 +26%
TVAMP
150
Tennessee Valley Asset Management Partners
Tennessee
$18.6M +$1.5M +22,931 +9%
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