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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 %
FPS
301
Fieldpoint Private Securities
Connecticut
$4.69M +$737K +11,493 +19%
RPGK
302
Retirement Planning Group (Kansas)
Kansas
$4.66M -$26.9M -420,384 -85%
PCM
303
Peak Capital Management
Colorado
$4.66M -$239K -3,670 -5%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.59M +$547K +8,531 +14%
AFG
305
Arkansas Financial Group
Arkansas
$4.52M +$812K +12,670 +22%
IWS
306
Insight Wealth Strategies
California
$4.51M +$673K +10,496 +18%
CBFP
307
Cedar Brook Financial Partners
Ohio
$4.5M +$1.5M +23,351 +50%
DE
308
Day & Ennis
Georgia
$4.48M +$1.4M +21,805 +45%
LFG
309
LifePlan Financial Group
Ohio
$4.43M +$1.47M +22,960 +50%
CWS
310
Cypress Wealth Services
California
$4.37M +$1.98M +30,912 +83%
AIC
311
Ameritas Investment Company
Nebraska
$4.36M +$3.1M +48,343 +246%
BFA
312
Brendel Financial Advisors
New Hampshire
$4.35M +$55.8K +871 +1%
FI
313
FormulaFolio Investments
Michigan
$4.35M +$2M +31,137 +85%
BAM
314
Belpointe Asset Management
Nevada
$4.31M -$306K -4,772 -7%
IC
315
Inscription Capital
Texas
$4.3M +$307K +4,787 +8%
C
316
Clearshares
New York
$4.29M -$345K -5,376 -7%
UR
317
USCA RIA
Texas
$4.16M +$4.16M +64,925 New
DMC
318
Drexel Morgan & Co
Pennsylvania
$4.15M -$20.3K -317 -0.5%
TF
319
Trek Financial
Arizona
$4.13M +$924K +14,409 +29%
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$4.11M +$672K +10,469 +20%
EC
321
Estate Counselors
Wisconsin
$4.11M -$1.6K -25 -0%
PFS
322
Prospera Financial Services
Texas
$3.95M +$1.42M +22,176 +56%
IA
323
IFG Advisory
Georgia
$3.91M -$3.42M -53,405 -47%
WA
324
Winfield Associates
Ohio
$3.91M +$2.61M +40,683 +201%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$3.89M +$2.26M +35,215 +138%
11 12
13
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