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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 %
DP
276
Denver PWM
Colorado
$5.66M +$260K +4,060 +5%
AF
277
Allworth Financial
California
$5.66M -$187K -2,917 -3%
APA
278
American Portfolios Advisors
New York
$5.66M +$307K +4,792 +6%
MLIC
279
Mandatum Life Insurance Company
Finland
$5.57M -$60.9K -950 -1%
SI
280
Stephens Inc
Arkansas
$5.55M +$3.23M +50,465 +140%
COI
281
Capital One Investing
Virginia
$5.55M +$761K +11,883 +16%
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$5.53M +$1.15M +17,930 +26%
MBTD
283
Mechanics Bank - Trust Department
California
$5.46M +$5.46M +85,174 New
F
284
F3Logic
Minnesota
$5.45M +$599K +9,346 +12%
FEG
285
Financial Enhancement Group
Indiana
$5.33M +$397K +6,195 +8%
PA
286
PFG Advisors
Arizona
$5.28M +$587K +9,249 +12%
FHC
287
First Heartland Consultants
Missouri
$5.24M +$175K +2,725 +3%
BSAM
288
Blue Square Asset Management
New York
$5.14M +$5.14M +80,220 New
FFG
289
Ford Financial Group
California
$5.09M +$1.35M +21,103 +36%
LFPWM
290
Leicht Financial Planning & Wealth Management
New Jersey
$5.07M +$1.01M +15,769 +25%
PWA
291
Physician Wealth Advisors
Utah
$5.05M +$5.05M +78,581 New
VBFG
292
Vishria Bird Financial Group
Tennessee
$5.03M +$347K +5,411 +7%
FC
293
Ferris Capital
Massachusetts
$5.03M +$1.28M +19,929 +34%
SFP
294
Shepherd Financial Partners
Massachusetts
$5.01M +$177K +2,767 +4%
BC
295
Brinker Capital
Pennsylvania
$4.98M -$149K -2,322 -3%
PFP
296
Pinnacle Financial Partners
Tennessee
$4.94M +$1.87M +29,098 +61%
MWM
297
MorganRosel Wealth Management
Colorado
$4.87M -$176K -2,741 -3%
DWM
298
Dakota Wealth Management
Florida
$4.79M +$1.23M +19,176 +35%
HPC
299
Hobart Private Capital
North Carolina
$4.74M +$1.42M +22,138 +43%
SIA
300
Strategic Investment Advisors
Michigan
$4.73M -$1.98M -30,841 -30%
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