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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 %
GTAM
326
Global Trust Asset Management
Florida
$3.86M -$76.2K -1,189 -2%
GCM
327
Gibraltar Capital Management
Oklahoma
$3.82M +$3.82M +59,551 New
EIP
328
Ellis Investment Partners
Pennsylvania
$3.81M +$135K +2,124 +4%
IP
329
Intellectus Partners
California
$3.78M +$1.92M +29,967 +103%
WIA
330
World Investment Advisors
California
$3.74M -$12.6K -197 -0.3%
RA
331
RFG Advisory
Alabama
$3.68M +$1.32M +20,614 +56%
CAM
332
Concorde Asset Management
Michigan
$3.66M +$1.15M +17,952 +46%
ACA
333
Aptus Capital Advisors
Alabama
$3.66M +$1.79M +28,000 +96%
WP
334
WealthShield Partners
North Carolina
$3.66M +$2.6M +40,539 +245%
CWM
335
Cordatus Wealth Management
Pennsylvania
$3.61M +$104K +1,623 +3%
WWM
336
Windsor Wealth Management
Indiana
$3.59M +$1.82M +29,087 +103%
OWM
337
Opes Wealth Management
California
$3.55M -$11.5K -179 -0.3%
BL
338
BFSG LLC
California
$3.53M +$1.87M +29,112 +112%
APC
339
Aspire Private Capital
North Carolina
$3.51M +$50.1K +781 +1%
SCM
340
Smith Capital Management
Arkansas
$3.43M +$209K +3,260 +6%
MAP
341
Milestone Advisory Partners
North Carolina
$3.38M +$384K +5,994 +13%
PAMG
342
Patton Albertson Miller Group
Tennessee
$3.38M +$469K +7,315 +16%
WCM
343
Windham Capital Management
Massachusetts
$3.38M – – –
SP
344
Symmetry Partners
Connecticut
$3.33M -$121K -1,884 -3%
PTC
345
Private Trust Company
Ohio
$3.33M +$137K +2,142 +4%
BOPW
346
Brandywine Oak Private Wealth
Pennsylvania
$3.33M +$72.8K +1,136 +2%
AA
347
Ancora Advisors
Ohio
$3.32M +$236K +3,686 +8%
LC
348
LCNB Corp
Ohio
$3.32M +$1.3M +20,292 +64%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$3.28M +$2.52M +39,300 +330%
LRPA
350
L. Roy Papp & Associates
Arizona
$3.27M +$77.2K +1,204 +2%
12 13
14
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