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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.

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
1
Wells Fargo
California
$1.21B
2
CC
2
Cassaday & Co
Virginia
$164M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
Bank of America
4
Bank of America
North Carolina
$2.53B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$448M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$834M
2
M&T Bank
2
M&T Bank
New York
$0
3
VAG
3
VisionPoint Advisory Group
Texas
$2.84M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$3.61M
5
Victory Capital Management
5
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.53B 38,622,819 +1,598,458 +4%
RJA
2
Raymond James & Associates
Florida
$1.47B 22,422,682 +169,332 +0.8%
Wells Fargo
3
Wells Fargo
California
$1.21B 18,462,231 +5,564,932 +43%
LPL Financial
4
LPL Financial
California
$1.08B 16,414,542 +679,042 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.01B 15,463,545 +353,345 +2%
BlackRock
6
BlackRock
New York
$948M 14,455,312 -410,985 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$834M 12,718,533 -6,764,706 -35%
Ameriprise
8
Ameriprise
Minnesota
$789M 12,052,183 +384,774 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$665M 10,140,406 +864,036 +9%
UBS Group
10
UBS Group
Switzerland
$642M 9,779,572 -367,093 -4%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$448M 6,835,832 +1,424,892 +26%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$397M 6,056,996 -134,225 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$373M 5,689,079 +120,194 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$357M 5,439,668 +663,753 +14%
NLI
15
Nippon Life Insurance
Japan
$353M 5,376,772 – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$336M 5,117,983 +1,022,555 +25%
KeyBank National Association
17
KeyBank National Association
Ohio
$321M 4,897,799 +1,008,349 +26%
BCM
18
Brookstone Capital Management
Illinois
$303M 4,612,028 +519,939 +13%
AG
19
Advisor Group
Arizona
$294M 4,479,988 -845,476 -16%
US Bancorp
20
US Bancorp
Minnesota
$259M 3,944,856 -77,870 -2%
S
21
SignatureFD
Georgia
$255M 3,892,776 +239,268 +7%
Mariner
22
Mariner
Kansas
$211M 3,211,509 +95,642 +3%
SEI Investments
23
SEI Investments
Pennsylvania
$187M 2,851,768 +126,758 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$183M 2,786,023 +105,672 +4%
EMPI
25
Elo Mutual Pension Insurance
Finland
$180M 2,745,000 +175,000 +7%
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