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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
$1.01B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25B
3
BlackRock
BlackRock
New York
$953M
4
Bank of America
Bank of America
North Carolina
$2.37B
5
KeyBank National Association
KeyBank National Association
Ohio
$249M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$130M
2
USAA
United Services Automobile Association
Texas
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$0
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMPI
26
Elo Mutual Pension Insurance
Finland
$165M – – –
M&T Bank
27
M&T Bank
New York
$163M +$9.43M +147,170 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$142M +$38.4M +598,936 +37%
CA
29
Cetera Advisors
Colorado
$139M +$25.9M +403,472 +23%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
SAM
31
Securian Asset Management
Minnesota
$132M – – –
DCC
32
Dow Chemical Company
Michigan
$130M -$128M -2,003,083 -50%
SCA
33
Stuart Chaussee & Associates
California
$129M +$36.1M +562,916 +39%
LFA
34
Legacy Financial Advisors
Kentucky
$122M +$4.2M +65,535 +4%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$117M +$30.3M +473,291 +35%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$117M +$10.1M +157,554 +9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$116M +$25.5M +397,042 +28%
CFA
38
Carroll Financial Associates
North Carolina
$115M -$3.61M -56,246 -3%
SIRP
39
Shelter Insurance Retirement Plan
Missouri
$110M +$110M +1,717,600 New
PAS
40
Park Avenue Securities
New York
$92.6M +$39.2M +610,980 +73%
Two Sigma Investments
41
Two Sigma Investments
New York
$89.7M +$57.7M +900,100 +180%
VAG
42
VisionPoint Advisory Group
Texas
$89.2M +$1.52M +23,759 +2%
BTS
43
BB&T Securities
Virginia
$88.5M +$26.5M +413,178 +43%
CPO
44
Cerity Partners OCIO
New York
$80M +$2.34M +36,557 +3%
AIM
45
Astor Investment Management
Illinois
$79.9M +$4.29M +66,925 +6%
PAG
46
Private Advisor Group
New Jersey
$77.8M +$12.7M +197,740 +19%
CCMG
47
Clark Capital Management Group
Pennsylvania
$73.3M +$2.26M +35,302 +3%
PI
48
PFS Investments
Georgia
$72.5M +$72.5M +1,130,761 New
GHA
49
GW Henssler & Associates
Georgia
$70.8M +$51.9M +810,106 +276%
UCFA
50
United Capital Financial Advisors
Texas
$69.8M -$21.2M -331,185 -23%
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