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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 %
LCP
451
Legacy Capital Partners
Wisconsin
$1.51M +$233K +3,639 +18%
PD
452
Planning Directions
Pennsylvania
$1.51M +$169K +2,640 +13%
AFP
453
Ausdal Financial Partners
Iowa
$1.5M +$267K +4,172 +22%
FTS
454
Fifth Third Securities
Ohio
$1.49M +$885K +25,481 +146%
CWM
455
Centric Wealth Management
Illinois
$1.41M +$33.7K +537 +2%
BDF
456
Black Diamond Financial
Maryland
$1.39M +$26K +406 +2%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$1.34M -$18.6K -290 -1%
JG
458
Jefferies Group
New York
$1.34M – – –
DAS
459
Dynamic Advisor Solutions
Arizona
$1.32M +$172K +2,689 +15%
PAI
460
Pittenger & Anderson Inc
Nebraska
$1.31M +$225K +3,515 +21%
LWM
461
Liberty Wealth Management
California
$1.3M +$654K +10,208 +101%
AIA
462
Avalon Investment & Advisory
Texas
$1.29M – – –
FCIM
463
Fairview Capital Investment Management
California
$1.28M – – –
TAM
464
Tocqueville Asset Management
New York
$1.28M +$1.28M +19,924 New
PCM
465
Parsons Capital Management
Rhode Island
$1.26M -$27.8K -434 -2%
MFW
466
Meristem Family Wealth
Minnesota
$1.26M +$958K +14,944 +320%
SFI
467
SPC Financial Inc
Maryland
$1.26M +$243K +3,783 +24%
BRWM
468
B. Riley Wealth Management
Tennessee
$1.26M -$20.1K -314 -2%
MFG
469
Magnus Financial Group
New York
$1.24M +$469K +7,315 +61%
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.24M +$98.6K +1,538 +9%
GCMG
471
Gyroscope Capital Management Group
Florida
$1.22M +$1.22M +19,385 New
JCM
472
Jacobi Capital Management
Pennsylvania
$1.21M +$18.6K +290 +2%
TW
473
TrinityPoint Wealth
Connecticut
$1.2M +$1.2M +18,957 New
OBWP
474
O'Brien Wealth Partners
Massachusetts
$1.2M – – –
CA
475
Claro Advisors
Massachusetts
$1.19M +$8.85K +138 +0.8%
17 18
19
20 21