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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 %
RIA
576
Realta Investment Advisors
Delaware
$387K -$7.85K -122 -2%
FNBT
577
FineMark National Bank & Trust
Florida
$382K -$146K -2,281 -28%
CTI
578
Community Trust & Investment
Kentucky
$382K +$7.18K +112 +2%
PL
579
Parthenon LLC
Kentucky
$377K – – –
CAM
580
Cresset Asset Management
Illinois
$373K +$102K +1,597 +38%
PWW
581
Pettyjohn Wood & White
Virginia
$372K – – –
SIAS
582
Shine Investment Advisory Services
Colorado
$372K +$6.86K +107 +2%
TA
583
TCG Advisors
Texas
$372K +$326K +5,072 +701%
BA
584
BCM Advisors
Louisiana
$371K – – –
PCM
585
Penserra Capital Management
California
$368K -$1.25M -19,570 -77%
HIM
586
Hanlon Investment Management
New Jersey
$365K +$40.8K +637 +13%
5L
587
55I LLC
Massachusetts
$361K +$50.3K +786 +16%
AC
588
Abbrea Capital
California
$360K – – –
HSA
589
HBK Sorce Advisory
Pennsylvania
$356K -$3.14K -49 -0.9%
RCA
590
Ranch Capital Advisors
Florida
$354K +$354K +5,529 New
LA
591
LexAurum Advisors
Kansas
$340K – – –
DOA
592
D'Orazio & Associates
Virginia
$339K +$51.3K +800 +18%
BW
593
Bison Wealth
Georgia
$338K +$3.72K +58 +1%
CPIA
594
Cornell Pochily Investment Advisors
New York
$334K -$62.3K -973 -16%
DSC
595
Duncker Streett & Co
Missouri
$334K +$25.6K +400 +8%
WTC
596
WhitTier Trust Company
Nevada
$332K – – –
PCMC
597
Private Capital Management (Colorado)
Colorado
$330K -$64 -1 -0%
CFG
598
Cooper Financial Group
California
$330K +$43.2K +674 +15%
FGAM
599
Financial Gravity Asset Management
Texas
$330K +$330K +5,153 New
BFIM
600
Beese Fulmer Investment Management
Ohio
$326K – – –
22 23
24
25 26