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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 %
PWG
401
Private Wealth Group
Florida
$2.17M – – –
WS
402
Wedbush Securities
California
$2.12M +$358K +5,584 +20%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$187K +2,918 +10%
MAFM
404
Mid Atlantic Financial Management
Pennsylvania
$2.12M +$380K +5,924 +22%
FFN
405
Focus Financial Network
Minnesota
$2.09M +$381K +5,946 +22%
RIA
406
Regal Investment Advisors
Michigan
$2.09M -$79K -1,232 -4%
WGCA
407
Wolf Group Capital Advisors
Virginia
$2.07M +$146K +2,283 +8%
RI
408
Ridgewood Investments
New Jersey
$2.04M -$2.63K -41 -0.1%
ONB
409
Old National Bancorp
Indiana
$2.04M +$1.33M +20,699 +186%
FSA
410
Financial Sense Advisors
California
$2.04M +$617K +9,619 +43%
VAS
411
Vestmark Advisory Solutions
Massachusetts
$2M +$143K +2,238 +8%
SVWAG
412
Sound View Wealth Advisors Group
Georgia
$1.98M +$891K +13,899 +82%
GLA
413
Good Life Advisors
Pennsylvania
$1.96M +$132K +2,059 +7%
WPSG
414
Wealth & Pension Services Group
Georgia
$1.94M -$28.5K -444 -1%
Nomura Asset Management
415
Nomura Asset Management
Japan
$1.92M -$1.54M -24,000 -44%
STA
416
Summit Trail Advisors
New York
$1.92M – – –
DACG
417
Donor Advised Charitable Giving
California
$1.89M +$99.3K +1,550 +6%
MHS
418
M Holdings Securities
Oregon
$1.89M +$1.07M +16,655 +129%
GLLW
419
Graves Light Lenhart Wealth
Virginia
$1.85M -$772K -12,068 -29%
Bessemer Group
420
Bessemer Group
New Jersey
$1.85M -$247K -3,854 -12%
3AM
421
3D Asset Management
Connecticut
$1.81M -$59.1K -922 -3%
CC
422
Courier Capital
New York
$1.79M -$3.98K -63 -0.2%
HR
423
Hardy Reed
Mississippi
$1.77M +$141K +2,201 +9%
Cerity Partners
424
Cerity Partners
New York
$1.77M +$1.77M +27,562 New
CA
425
Corrado Advisors
New Jersey
$1.73M +$1.73M +27,048 New
15 16
17
18 19