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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 %
VWA
251
V Wealth Advisors
Kansas
$6.73M +$433K +6,759 +7%
SHIM
252
Stone House Investment Management
Pennsylvania
$6.72M +$2.37M +37,035 +55%
GRP
253
Global Retirement Partners
California
$6.6M +$4.72M +73,706 +252%
VWA
254
VERITY Wealth Advisors
United States
$6.52M -$281K -4,387 -4%
IF
255
IRON Financial
Illinois
$6.51M +$6.51M +101,501 New
WWM
256
WT Wealth Management
Arizona
$6.35M +$6.35M +99,082 New
BHWA
257
Beacon Harbor Wealth Advisors
Virginia
$6.34M +$6.34M +99,247 New
Barclays
258
Barclays
United Kingdom
$6.33M +$4.3M +67,103 +212%
GI
259
Glovista Investments
New Jersey
$6.28M +$456K +7,119 +8%
FLA
260
Financial Life Advisors
Texas
$6.08M +$284K +4,437 +5%
LPT
261
Legacy Private Trust
Wisconsin
$6.08M +$50.6K +790 +0.8%
Axa
262
Axa
France
$6.07M +$82.7K +1,290 +1%
FCT
263
Family Capital Trust
Massachusetts
$6.06M -$36.1K -563 -0.6%
IWM
264
IHT Wealth Management
Illinois
$6.06M -$948K -14,792 -14%
JCM
265
Julex Capital Management
Massachusetts
$6.04M +$6.04M +94,360 New
Prudential Financial
266
Prudential Financial
New Jersey
$6.01M +$3.46M +54,005 +136%
SXL
267
Summit X LLC
Missouri
$5.99M +$2.13M +33,248 +55%
HCA
268
Heck Capital Advisors
Wisconsin
$5.95M +$5.75M +89,771 +2,943%
CAG
269
Csenge Advisory Group
Florida
$5.92M +$67.5K +1,053 +1%
KA
270
Kovack Advisors
Florida
$5.92M +$482K +7,513 +9%
NFG
271
Nations Financial Group
Iowa
$5.9M +$241K +3,772 +4%
AIP
272
Almanack Investment Partners
Pennsylvania
$5.86M +$610K +9,521 +12%
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$5.84M +$4.12M +64,255 +240%
RF
274
RHS Financial
California
$5.68M +$420K +6,559 +8%
GVAG
275
Great Valley Advisor Group
Delaware
$5.66M +$756K +11,794 +15%
9 10
11
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