USMV icon

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 %
PPP
426
Private Portfolio Partners
New Jersey
$1.73M +$545K +8,509 +46%
RBFC
427
Roman Butler Fullerton & Co
Missouri
$1.71M +$446K +6,966 +35%
BWM
428
Brickley Wealth Management
California
$1.71M +$1.71M +26,660 New
MIH
429
Meitav Investment House
Israel
$1.7M +$1.7M +26,654 New
TD Asset Management
430
TD Asset Management
Ontario, Canada
$1.7M -$82.8K -1,291 -5%
FPCP
431
Fort Point Capital Partners
California
$1.7M +$89.2K +1,392 +6%
UIA
432
UBP Investment Advisors
Switzerland
$1.68M -$160K -2,500 -9%
BCA
433
Bay Colony Advisors
Massachusetts
$1.66M -$10.3M -161,252 -86%
TF
434
TIAA FSB
Florida
$1.66M +$293K +4,573 +21%
KWM
435
Kingsview Wealth Management
Oregon
$1.65M +$14.2K +221 +0.9%
PIMG
436
Patriot Investment Management Group
Tennessee
$1.65M +$156K +2,449 +10%
NWP
437
Northstar Wealth Partners
Connecticut
$1.64M +$132K +2,059 +9%
EFS
438
Essex Financial Services
Connecticut
$1.64M +$614K +9,574 +60%
ACM
439
Armbruster Capital Management
New York
$1.64M +$256 +4 +0%
ZIG
440
Zurich Insurance Group
Switzerland
$1.63M +$815K +12,727 +101%
WF
441
Welch & Forbes
Massachusetts
$1.6M – – –
GSWM
442
Golden State Wealth Management
California
$1.6M -$55.6K -867 -3%
I
443
INVST
Indiana
$1.59M +$1.59M +25,030 New
CCM
444
Crabel Capital Management
California
$1.58M +$117K +1,821 +8%
6M
445
6 Meridian
Kansas
$1.57M -$4.8M -74,902 -75%
SFG
446
StrategIQ Financial Group
Indiana
$1.57M -$40.4K -631 -3%
Principal Financial Group
447
Principal Financial Group
Iowa
$1.55M +$138K +2,157 +10%
SG
448
StoneX Group
New York
$1.53M +$488K +7,611 +47%
PWAC
449
Private Wealth Advisors (California)
California
$1.53M +$556K +8,671 +57%
HH
450
Hilltop Holdings
Texas
$1.51M -$220K -3,437 -13%
16 17
18
19 20