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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 %
PCP
626
Proficio Capital Partners
Massachusetts
$274K -$513K -8,000 -65%
PP
627
PDS Planning
Ohio
$274K -$1.03K -16 -0.4%
ABC
628
Associated Banc-Corp
Wisconsin
$267K +$267K +4,162 New
ACA
629
Ackerman Capital Advisors
Texas
$265K – – –
AWA
630
Arete Wealth Advisors
Illinois
$264K +$264K +4,125 New
OFS
631
OneAscent Financial Services
Alabama
$264K +$264K +4,153 New
FIM
632
Frontier Investment Management
Texas
$263K +$263K +4,100 New
CWM
633
Connecticut Wealth Management
Connecticut
$258K +$258K +4,021 New
PWP
634
Principle Wealth Partners
Connecticut
$256K – – –
GAM
635
Grandview Asset Management
Pennsylvania
$252K +$64 +1 +0%
EGA
636
E&G Advisors
Texas
$250K +$250K +3,900 New
AP
637
Arlington Partners
Alabama
$245K – – –
VR
638
Viridian RIA
Washington
$244K – – –
JA
639
JVL Associates
Michigan
$242K – – –
AC
640
Avestar Capital
New York
$239K +$14.4K +225 +6%
LP
641
LGL Partners
Pennsylvania
$236K – – –
CIBC World Market
642
CIBC World Market
Ontario, Canada
$235K +$235K +3,671 New
RW
643
RVW Wealth
California
$233K – – –
PWM
644
Perigon Wealth Management
California
$231K +$231K +3,623 New
TWM
645
Titus Wealth Management
California
$230K +$7.7K +120 +3%
CG
646
Caprock Group
Idaho
$230K +$230K +3,587 New
MAS
647
Managed Account Services
Florida
$229K – – –
MIC
648
Means Investment Company
Maine
$228K – – –
PP
649
Paloma Partners
Connecticut
$226K +$226K +3,521 New
PSF
650
Pacific Sun Financial
California
$222K +$577 +9 +0.3%
24 25
26
27 28