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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 %
MFW
376
Mosaic Family Wealth
Missouri
$2.58M +$759K +11,845 +42%
MTB
377
Mizuho Trust & Banking
Japan
$2.56M +$2.56M +40,000 New
1WA
378
180 Wealth Advisors
Washington
$2.54M +$204K +3,194 +9%
CB
379
Commerce Bank
Missouri
$2.52M +$1.38M +21,456 +121%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$1.41M +22,151 +129%
FHB
381
First Hawaiian Bank
Hawaii
$2.48M +$471K +7,353 +23%
MSAM
382
Moloney Securities Asset Management
Missouri
$2.45M +$1.4M +21,903 +134%
EWM
383
Edge Wealth Management
New York
$2.44M +$61.9K +966 +3%
JSL
384
JT Stratford LLC
Georgia
$2.43M +$264K +4,123 +12%
FFWA
385
FRG Family Wealth Advisors
Washington
$2.42M +$2.42M +37,760 New
9WM
386
9258 Wealth Management
Ohio
$2.41M +$109K +1,700 +5%
MCIA
387
Mountain Capital Investment Advisors
Colorado
$2.39M +$1.8M +28,101 +306%
JFG
388
JMG Financial Group
Illinois
$2.38M +$407K +6,355 +21%
FA
389
FMA Advisory
Pennsylvania
$2.36M -$106K -1,658 -4%
FHA
390
First Horizon Advisors
Tennessee
$2.36M -$97.1K -1,515 -4%
NWS
391
Newport Wealth Strategies
California
$2.34M -$16.7K -260 -0.7%
CCA
392
Clearwater Capital Advisors
Illinois
$2.31M +$428K +6,681 +23%
WMA
393
Wealth Management Associates
New Jersey
$2.28M +$86K +1,342 +4%
BUB
394
BBVA USA Bancshares
Texas
$2.28M +$110K +1,718 +5%
IAA
395
Independent Advisor Alliance
North Carolina
$2.28M +$2.28M +35,838 New
KL
396
KWMG LLC
Kansas
$2.26M +$2.26M +35,235 New
VWM
397
Venturi Wealth Management
Texas
$2.25M +$770K +12,008 +52%
RSWM
398
Robertson Stephens Wealth Management
California
$2.19M +$658K +10,264 +43%
WB
399
Webster Bank
Connecticut
$2.18M +$18K +280 +0.8%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$2.18M +$320K +5,000 +17%
14 15
16
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