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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 %
SWM
201
Southern Wealth Management
Texas
$12.5M +$12.5M +189,780 New
CI
202
Cavalier Investments
Georgia
$12.2M -$834K -12,712 -6%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$12.1M -$2.44M -37,251 -17%
FPGK
204
Financial Partners Group (Kansas)
Kansas
$12M +$901K +13,312 +8%
CAL
205
Capital Analysts LLC
Pennsylvania
$12M +$398K +6,073 +3%
WWM
206
Western Wealth Management
Colorado
$11.8M -$576K -8,773 -5%
WI
207
Wintrust Investments
Illinois
$11.8M +$807K +12,304 +7%
AIP
208
Ahrens Investment Partners
Louisiana
$11.6M +$82.3K +1,254 +0.7%
PWM
209
Provident Wealth Management
Tennessee
$11.6M +$11.6M +176,764 New
PP
210
PagnatoKarp Partners
Virginia
$11.2M +$235K +3,575 +2%
WFA
211
Wade Financial Advisory
California
$11.1M +$11.1M +169,093 New
OWA
212
Outlook Wealth Advisors
Texas
$11M +$3.87M +59,045 +54%
CONA
213
Capital One National Association
New York
$11M +$11M +167,648 New
William Blair & Company
214
William Blair & Company
Illinois
$11M +$588K +8,962 +6%
AWA
215
Alaska Wealth Advisors
Alaska
$10.8M -$18M -274,627 -63%
FWP
216
FAS Wealth Partners
Kansas
$10.7M +$43.3K +660 +0.4%
S
217
SimplyRich
California
$10.6M +$74.7K +1,141 +0.7%
ECML
218
Eagle Capital Management (Louisiana)
Louisiana
$10.5M -$9.25K -141 -0.1%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$10.5M +$4.83M +73,758 +85%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$10.4M -$3.53M -53,782 -25%
HWA
221
Hilltop Wealth Advisors
North Carolina
$10.3M +$10.3M +157,720 New
Lido Advisors
222
Lido Advisors
California
$10.3M -$21.4K -326 -0.2%
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
$10.1M +$10.1M +154,712 New
AI
224
Atom Investors
Texas
$10.1M +$10.1M +154,253 New
MA
225
MONECO Advisors
Connecticut
$10.1M +$285K +4,210 +3%
7 8
9
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