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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

765 hedge funds and large institutions have $22.9B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 419 increasing their positions, 142 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
+73
Holders Change %
+10.55%
% of All Funds
16.8%
Holding in Top 10
208
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+20.23%
% of All Funds
4.57%
New
114
Increased
419
Reduced
142
Closed
36
Calls
$7.64M
Puts
$4.77M
Net Calls
+$2.87M
Net Calls Change
+$19.4M

Top Buyers

1
LPL Financial
LPL Financial
California
+$394M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$361M
3
BlackRock
BlackRock
New York
+$312M
4
Bank of America
Bank of America
North Carolina
+$270M
5
KeyBank National Association
KeyBank National Association
Ohio
+$249M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$128M
2
USAA
United Services Automobile Association
Texas
-$71.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$27.5M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Stringer Asset Management
Tennessee
$8.34M -$593K -9,259 -7%
CBT
227
Central Bank & Trust
Kentucky
$8.2M +$6.34M +98,884 +341%
BA
228
Boston Advisors
Massachusetts
$8.15M +$110K +1,709 +1%
CI
229
CX Institutional
Indiana
$8.1M -$660K -10,296 -8%
SAM
230
Silvercrest Asset Management
New York
$8.02M +$3.05M +47,574 +61%
CAC
231
Certified Advisory Corp
Florida
$8.01M +$861K +13,428 +12%
HI
232
Horizon Investments
North Carolina
$8.01M +$8.01M +124,915 New
NS
233
NewDay Solutions
New Hampshire
$8M +$279K +4,376 +4%
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$7.87M +$889K +13,871 +13%
SPI
235
Santori & Peters Inc
Pennsylvania
$7.84M +$589K +9,183 +8%
BWP
236
Bernardo Wealth Planning
Pennsylvania
$7.72M +$3.45M +53,903 +81%
BMM
237
Berkshire Money Management
Massachusetts
$7.6M -$4.3K -67 -0.1%
GIA
238
Gladstone Institutional Advisory
Florida
$7.51M +$1.2M +18,668 +19%
AIM
239
Advantage Investment Management
Iowa
$7.47M +$322K +5,031 +5%
CAAS
240
Capital Asset Advisory Services
Michigan
$7.44M +$990K +15,444 +15%
NFG
241
Next Financial Group
Texas
$7.38M +$83.3K +1,299 +1%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.26M -$403K -6,284 -5%
IWA
243
IBEX Wealth Advisors
New Jersey
$7.24M +$54.7K +854 +0.8%
MWC
244
MKD Wealth Coaches
Michigan
$7.17M +$48.2K +752 +0.7%
PWM
245
PRW Wealth Management
Massachusetts
$7.13M -$20.1K -314 -0.3%
CA
246
Clearstead Advisors
Ohio
$6.98M +$631K +9,836 +10%
OWA
247
Outlook Wealth Advisors
Texas
$6.98M +$801K +12,499 +13%
FHA
248
Flagship Harbor Advisors
Massachusetts
$6.84M +$1.87M +29,238 +38%
CFD
249
Creative Financial Designs
Indiana
$6.81M +$238K +3,795 +4%
FIM
250
Freedom Investment Management
Connecticut
$6.78M +$6.78M +105,838 New
8 9
10
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