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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 %
Bessemer Group
176
Bessemer Group
New Jersey
$14.2M +$12.4M +188,349 +655%
SCM
177
SCS Capital Management
Massachusetts
$14.1M -$51.2M -780,262 -78%
LFGH
178
Lee Financial Group Hawaii
Hawaii
$14.1M -$126K -1,922 -0.9%
CG
179
CFO4Life Group
Texas
$14M +$645K +9,828 +5%
KA
180
Klingman & Associates
New York
$14M +$1.22M +18,522 +10%
OCPWS
181
One Charles Private Wealth Services
Massachusetts
$13.7M +$13.7M +208,141 New
FWM
182
FFT Wealth Management
Pennsylvania
$13.6M – – –
FIG
183
FundX Investment Group
California
$13.6M -$11.3M -173,001 -45%
PWMG
184
Prestige Wealth Management Group
New Jersey
$13.5M +$80.7K +1,230 +0.6%
CA
185
Calton & Associates
Florida
$13.5M -$562K -8,566 -4%
FAIM
186
Financial Advocates Investment Management
Washington
$13.3M -$1.64M -25,010 -11%
CSWG
187
Cardinal Strategic Wealth Guidance
Kentucky
$13.3M +$13.3M +202,129 New
Brown Advisory
188
Brown Advisory
Maryland
$13.2M -$252K -3,842 -2%
BFG
189
Bouchey Financial Group
New York
$13.1M +$13.1M +199,103 New
SW
190
SteelPeak Wealth
California
$13M +$13M +198,689 New
MBT
191
Montecito Bank & Trust
California
$13M -$1.73M -26,376 -12%
ACP
192
Arcus Capital Partners
Georgia
$13M -$1.41M -21,464 -10%
LWP
193
Legacy Wealth Planning
Nevada
$13M +$13M +197,526 New
PAS
194
Partnervest Advisory Services
California
$12.8M -$755K -11,502 -6%
RJT
195
Raymond James Trust
Florida
$12.7M +$1.98M +30,212 +18%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$12.7M +$8.45M +128,745 +201%
CFG
197
Citizens Financial Group
Rhode Island
$12.6M -$1.52M -23,182 -11%
RWG
198
Regal Wealth Group
California
$12.5M +$105K +1,593 +0.8%
GC
199
GFG Capital
Florida
$12.5M +$12.5M +190,201 New
TWA
200
Tillar-Wenstrup Advisors
Ohio
$12.5M -$1.66M -25,277 -12%
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