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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 %
SBIA
651
Sheaff Brock Investment Advisors
Indiana
$222K +$222K +3,464 New
ESB
652
Essex Savings Bank
Connecticut
$221K +$13.2K +206 +6%
LF
653
Lantz Financial
Illinois
$220K +$220K +3,502 New
HCA
654
Harbour Capital Advisors
Virginia
$218K – – –
FVWA
655
Foster Victor Wealth Advisors
South Carolina
$215K -$83.6K -1,311 -28%
RMAM
656
Raab & Moskowitz Asset Management
New Jersey
$215K +$2.56K +40 +1%
SFA
657
Semmax Financial Advisors
North Carolina
$213K – – –
HB
658
Homrich & Berg
Georgia
$211K – – –
JWBC
659
J.W. Burns & Co
New York
$211K – – –
APP
660
Avantax Planning Partners
Iowa
$209K +$209K +3,262 New
PWA
661
Peterson Wealth Advisors
Utah
$206K +$206K +3,208 New
CPA
662
Capital Planning Advisors
California
$204K +$204K +3,180 New
BCM
663
BTR Capital Management
California
$203K +$203K +3,166 New
MWA
664
Martel Wealth Advisors
Washington
$202K -$22.5K -351 -10%
PMG
665
ProVise Management Group
Florida
$200K -$36.6K -570 -15%
PO
666
Private Ocean
California
$195K +$195K +3,036 +75,900%
VFA
667
Valeo Financial Advisors
Indiana
$189K -$15K -235 -7%
BBHC
668
Brown Brothers Harriman & Co
New York
$182K – – –
TL
669
TrueWealth LLC
Georgia
$180K -$11.5K -179 -6%
CCM
670
Covington Capital Management
California
$178K +$11.2K +175 +7%
PCA
671
Providence Capital Advisors
North Carolina
$158K – – –
TC
672
Truvestments Capital
Florida
$155K – – –
SBSB
673
Sullivan, Bruyette, Speros & Blaney
Virginia
$149K +$149K +2,328 New
QCIG
674
Quad-Cities Investment Group
Iowa
$148K – – –
MWP
675
MYCIO Wealth Partners
Pennsylvania
$143K +$193 +3 +0.1%
25 26
27
28 29