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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 %
RFC
526
Regions Financial Corp
Alabama
$600K -$20.6K -322 -3%
EAMA
527
EFG Asset Management (Americas)
Florida
$597K +$20.1K +313 +3%
BHB
528
Bank Hapoalim BM
Israel
$595K -$23.9K -375 -4%
SFSIG
529
San Francisco Sentry Investment Group
California
$582K – – –
CIBC Asset Management
530
CIBC Asset Management
Ontario, Canada
$579K -$390K -6,084 -40%
IWA
531
Intercontinental Wealth Advisors
Texas
$571K – – –
SWA
532
Stratos Wealth Advisors
Ohio
$560K +$249K +3,889 +80%
RA
533
Riversedge Advisors
Delaware
$558K – – –
NF
534
Nikulski Financial
Iowa
$553K -$6.77K -106 -1%
PPA
535
Parametric Portfolio Associates
Washington
$553K +$299K +4,673 +118%
CAN
536
Claraphi Advisory Network
United States
$548K -$96.1K -1,500 -15%
AP
537
Appleton Partners
Massachusetts
$545K -$34.6K -540 -6%
AF
538
Advisornet Financial
Minnesota
$539K -$59.3K -926 -10%
State Street
539
State Street
Massachusetts
$539K -$26.1K -407 -5%
BF
540
BOK Financial
Oklahoma
$532K +$14.8K +231 +3%
PG
541
Patten Group
Tennessee
$530K +$3.85K +60 +0.7%
TI
542
Trexquant Investment
Connecticut
$527K +$527K +8,223 New
TF
543
TimeScale Financial
Massachusetts
$523K – – –
OFG
544
OmniStar Financial Group
North Carolina
$523K +$191K +2,975 +57%
AIA
545
AIMZ Investment Advisors
California
$514K – – –
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$513K +$513K +8,008 New
ACA
547
Anchor Capital Advisors
Massachusetts
$508K – – –
VHAM
548
Van Hulzen Asset Management
California
$499K +$102K +1,590 +26%
CCB
549
Cutter & Co Brokerage
Missouri
$498K -$57.6K -899 -10%
TRCT
550
Tower Research Capital (TRC)
New York
$496K +$477K +7,445 +2,482%
20 21
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