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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 %
CCG
476
Cypress Capital Group
Florida
$1.18M +$63.1K +984 +6%
DIA
477
Dana Investment Advisors
Wisconsin
$1.17M +$1.17M +18,203 New
VCM
478
Virtue Capital Management
Tennessee
$1.15M +$378K +5,901 +49%
IFWM
479
Institute for Wealth Management
Colorado
$1.12M -$779K -12,150 -41%
RCG
480
Ruggie Capital Group
Florida
$1.12M +$1.12M +17,475 New
JIP
481
Jaffetilchin Investment Partners
Florida
$1.1M +$272K +4,238 +33%
1832 Asset Management
482
1832 Asset Management
Ontario, Canada
$1.1M +$1.1M +17,200 New
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M +$832K +12,976 +325%
SS
484
Sunbelt Securities
Texas
$1.08M +$552K +8,612 +104%
AWE
485
Avidian Wealth Enterprises
Texas
$1.08M +$1.08M +16,853 New
BEI
486
Benjamin Edwards Inc
Missouri
$1.05M -$48K -749 -4%
FLI
487
Family Legacy Inc
South Carolina
$1.03M +$20.7K +326 +2%
RFN
488
RDA Financial Network
Iowa
$1.02M +$144K +2,228 +16%
TFGT
489
TS Financial Group (TSFG)
Illinois
$1M +$891K +13,906 +809%
PP
490
Professional Planning
California
$984K +$984K +15,348 New
EWA
491
EP Wealth Advisors
California
$962K +$5.13K +80 +0.5%
EA
492
Efficient Advisors
Ohio
$958K +$145K +2,266 +18%
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$955K +$178K +2,771 +23%
GFS
494
GYL Financial Synergies
Connecticut
$920K – – –
MYIA
495
Mount Yale Investment Advisors
Colorado
$913K +$375K +5,912 +70%
B
496
Bridgeworth
Alabama
$894K -$214K -3,331 -19%
ACP
497
Aveo Capital Partners
Colorado
$892K -$358K -5,629 -29%
CRWM
498
Castle Rock Wealth Management
California
$866K +$866K +13,670 New
PCG
499
Private Capital Group
Connecticut
$863K +$716K +11,158 +485%
SCA
500
Sage Capital Advisors
South Dakota
$834K +$834K +13,008 New
18 19
20
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