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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 %
AIC
601
Archer Investment Corporation
Indiana
$326K +$1.54K +24 +0.5%
SQA
602
Simon Quick Advisors
New Jersey
$322K +$322K +5,018 New
CAM
603
Claret Asset Management
Quebec, Canada
$322K +$322K +5,024 New
BFPW
604
BOK Financial Private Wealth
Colorado
$321K -$2.44K -38 -0.8%
SCM
605
Shelton Capital Management
Colorado
$321K – – –
ACI
606
Alpha Cubed Investments
California
$320K +$320K +4,985 New
SAM
607
Shamrock Asset Management
Texas
$318K +$55.4K +864 +21%
FNT
608
First National Trust
Pennsylvania
$316K – – –
ACM
609
AlphaStar Capital Management
North Carolina
$316K +$316K +4,931 New
CIAS
610
Capital Investment Advisory Services
North Carolina
$313K +$48.1K +750 +18%
KIA
611
KCM Investment Advisors
California
$312K +$312K +4,873 New
AP
612
Atwood & Palmer
Missouri
$310K +$310K +4,830 New
DWM
613
Darwin Wealth Management
Florida
$298K -$14.9K -232 -5%
RWP
614
RWA Wealth Partners
Massachusetts
$296K +$296K +4,615 New
TPA
615
Trivium Point Advisory
Connecticut
$294K +$2.22K +35 +0.8%
FI
616
Financial Insights
Washington
$294K +$294K +4,588 New
NGA
617
Naples Global Advisors
Florida
$290K +$17.8K +278 +7%
MPW
618
MA Private Wealth
California
$290K +$290K +4,524 New
SCP
619
Syntal Capital Partners
Texas
$287K -$726K -11,328 -72%
OIA
620
OneDigital Investment Advisors
Kansas
$286K +$198K +3,087 +224%
MWM
621
Marietta Wealth Management
Georgia
$285K +$48.4K +754 +20%
HWA
622
HCR Wealth Advisors
California
$281K +$281K +4,425 New
WIA
623
Westbourne Investment Advisors
Maryland
$279K +$279K +4,351 New
PGFC
624
Peapack-Gladstone Financial Corp
New Jersey
$278K -$72.8K -1,135 -21%
CFG
625
CMC Financial Group
Georgia
$275K -$59.3K -924 -18%
23 24
25
26 27