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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 %
CW
551
CreativeOne Wealth
Kansas
$488K +$92K +1,435 +23%
CA
552
Continuum Advisory
Idaho
$488K +$134K +2,112 +38%
GM
553
GeoWealth Management
Illinois
$488K +$187K +2,913 +62%
Franklin Resources
554
Franklin Resources
California
$484K -$28.8K -450 -6%
PP
555
Patten & Patten
Tennessee
$483K -$32K -500 -6%
SB
556
Strategic Blueprint
Georgia
$474K +$154K +2,400 +48%
FDCDDQ
557
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469K +$73.8K +1,151 +19%
FCA
558
FinTrust Capital Advisors
South Carolina
$467K -$9.84M -153,695 -95%
HR
559
Hayden Royal
North Carolina
$463K +$16K +250 +4%
EAM
560
Evanson Asset Management
California
$460K +$460K +7,184 New
AT
561
Arden Trust
Delaware
$458K – – –
FWM
562
Focused Wealth Management
New York
$453K +$385 +6 +0.1%
BP
563
BBR Partners
New York
$439K +$439K +6,848 New
PFA
564
Pinnacle Family Advisors
Missouri
$436K +$7.12K +111 +2%
EIA
565
Eldridge Investment Advisors
New Hampshire
$435K +$57.4K +895 +15%
MAU
566
MRA Associates USA
Arizona
$430K +$53.9K +841 +14%
SWM
567
Sequoia Wealth Management
Illinois
$428K -$13.3M -206,918 -97%
AWM
568
Altium Wealth Management
New York
$428K -$17.6K -275 -4%
BSW
569
Buckingham Strategic Wealth
Missouri
$427K +$32.9K +513 +8%
NIA
570
Northstar Investment Advisors
Colorado
$425K – – –
V
571
Veritable
Delaware
$420K +$27.7K +432 +7%
BFA
572
Beaumont Financial Advisors
Massachusetts
$410K +$162K +2,535 +66%
WAM
573
Weatherly Asset Management
California
$406K -$67.6K -1,055 -14%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$401K – – –
WA
575
WBH Advisory
Maryland
$401K +$158K +2,462 +65%
21 22
23
24 25