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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 %
CGFA
351
Colton Groome Financial Advisors
North Carolina
$3.27M +$3.27M +51,532 New
CF
352
Centaurus Financial
California
$3.24M +$483K +7,541 +18%
CWM
353
CCG Wealth Management
California
$3.14M +$5.77K +90 +0.2%
CWM
354
Concentrum Wealth Management
California
$3.1M +$476K +7,420 +18%
NL
355
NWAM LLC
Washington
$3.08M +$563K +8,783 +22%
FFS
356
Founders Financial Securities
Maryland
$3.06M +$3.06M +47,800 New
OC
357
Oppenheimer & Co
New York
$3.06M +$168K +2,621 +6%
W
358
Wealthquest
Ohio
$3.05M +$2.51M +39,238 +473%
DADC
359
D.A. Davidson & Co
Montana
$3.01M +$1.67K +26 +0.1%
WCG
360
Wall Capital Group
Arizona
$2.97M +$585K +9,130 +25%
SBA
361
Secrest Blakey & Associates
North Carolina
$2.95M +$1.76M +27,495 +148%
Creative Planning
362
Creative Planning
Kansas
$2.92M +$1.11M +17,364 +62%
CFA
363
Cahill Financial Advisors
Minnesota
$2.92M +$1.42M +22,209 +95%
BHWM
364
Bay Harbor Wealth Management
Maryland
$2.89M +$444K +6,921 +18%
DIM
365
Delta Investment Management
California
$2.88M +$284K +4,435 +11%
CNB
366
Camden National Bank
Maine
$2.83M +$141K +2,201 +5%
Goldman Sachs
367
Goldman Sachs
New York
$2.82M -$9.69M -151,134 -77%
BA
368
Ballew Advisors
Mississippi
$2.78M +$24.1K +383 +0.9%
SC
369
Scotia Capital
Ontario, Canada
$2.73M -$151K -2,356 -5%
WCM
370
WealthBridge Capital Management
Ohio
$2.72M +$95.1K +1,483 +4%
MSA
371
Marino Stram & Associates
Massachusetts
$2.72M +$269K +4,200 +11%
ECM
372
Evergreen Capital Management
Washington
$2.66M – – –
MA
373
MCF Advisors
Kentucky
$2.65M +$19.8K +309 +0.8%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$2.62M +$334K +5,218 +15%
FA
375
Forefront Analytics
Pennsylvania
$2.58M +$449K +6,995 +21%
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