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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 %
CL
501
CPWM LLC
Washington
$822K – – –
HW
502
Hamilton Wealth
California
$805K -$2.31K -36 -0.3%
DY
503
Dowling & Yahnke
California
$805K +$805K +12,553 New
TP
504
Tranquility Partners
Tennessee
$795K +$130K +2,022 +19%
AWM
505
Aries Wealth Management
Maine
$785K +$56K +878 +8%
OIM
506
Opus Investment Management
Massachusetts
$784K +$784K +12,225 New
CCFCSB
507
Cape Cod Five Cents Savings Bank
Massachusetts
$781K +$781K +12,191 New
JWM
508
Jackson Wealth Management
Florida
$780K -$22.3K -349 -3%
Northern Trust
509
Northern Trust
Illinois
$768K -$725K -11,320 -49%
BWA
510
BDO Wealth Advisors
Florida
$765K +$473K +7,390 +162%
JCM
511
Janney Capital Management
Pennsylvania
$760K +$189K +2,949 +33%
SFWC
512
Strategic Family Wealth Counselors
New Jersey
$753K – – –
MC
513
Moors & Cabot
Massachusetts
$750K +$90.3K +1,412 +14%
NNP
514
Nachman Norwood & Parrott
South Carolina
$744K +$5K +78 +0.7%
WSFS
515
Wilmington Savings Fund Society
Delaware
$742K -$26K -406 -3%
WT
516
Whittier Trust
California
$735K – – –
GWM
517
Greenwich Wealth Management
Connecticut
$722K +$443K +6,918 +159%
IP
518
Investment Partners
Ohio
$717K – – –
KM
519
Kalos Management
Georgia
$714K +$714K +11,185 New
SF
520
Synovus Financial
Georgia
$712K +$128 +2 +0%
SBL
521
Sargent Bickham Lagudis
Colorado
$707K – – –
FFBTD
522
First Financial Bank - Trust Division
Ohio
$669K +$11.3K +177 +2%
TFS
523
Thoroughbred Financial Services
Tennessee
$659K +$659K +10,283 New
SFWA
524
Summit Financial Wealth Advisors
Louisiana
$633K +$1.21K +19 +0.2%
WA
525
Waddell & Associates
Tennessee
$631K – – –
19 20
21
22 23