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iShares MSCI USA Min Vol Factor ETF
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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 %
SMC
151
Smith, Moore & Co
Missouri
$18.5M +$2.24M +34,124 +14%
PFA
152
Pettinga Financial Advisors
Indiana
$18.5M -$3.01M -45,929 -14%
HF
153
Halpern Financial
Virginia
$18.4M +$18.4M +280,628 New
MFG
154
Merit Financial Group
Georgia
$18.4M +$6.17M +94,049 +50%
MAM
155
Madison Asset Management
Wisconsin
$18.3M +$18.3M +279,450 New
IDA
156
Intelligence Driven Advisers
California
$18.3M +$960K +14,627 +6%
LNC
157
Lincoln National Corp
Pennsylvania
$18M +$411K +6,261 +2%
GWAG
158
Garrett Wealth Advisory Group
Texas
$17.8M -$462K -7,047 -3%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$17.8M +$325K +4,953 +2%
SWP
160
Summit Wealth Partners
Florida
$17.4M +$17.4M +265,528 New
EWF
161
Epstein & White Financial
California
$17.4M +$6.04M +91,909 +53%
MA
162
Mutual Advisors
Nebraska
$17.3M -$319K -4,865 -2%
TF
163
TLWM Financial
Texas
$16.8M +$243K +3,707 +1%
ECM
164
ETrade Capital Management
Virginia
$16.5M +$3.17M +48,334 +24%
VCM
165
Verde Capital Management
Michigan
$16.2M +$16.2M +246,426 New
SMG
166
Smart Money Group
Texas
$16M +$194K +2,964 +1%
IA
167
IFP Advisors
Florida
$15.5M -$2.37M -36,178 -13%
SCM
168
Stonehearth Capital Management
Massachusetts
$15.3M +$223K +3,396 +1%
RCS
169
Retirement Capital Strategies
California
$15.3M +$135K +2,056 +0.9%
PA
170
Pinnacle Associates
New York
$15.2M +$2.6M +39,581 +21%
Allianz Asset Management
171
Allianz Asset Management
Germany
$15.1M +$4.69M +71,547 +45%
IWM
172
IHT Wealth Management
Illinois
$14.9M +$8.66M +131,959 +140%
CWM
173
Cornerstone Wealth Management
Missouri
$14.8M +$1.43M +21,736 +11%
FAAS
174
First Allied Advisory Services
California
$14.5M -$4.65M -70,820 -24%
AWA
175
Acorn Wealth Advisors
Michigan
$14.3M +$59K +900 +0.4%
5 6
7
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