USMV icon

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
$1.01B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.25B
3
BlackRock
BlackRock
New York
$953M
4
Bank of America
Bank of America
North Carolina
$2.37B
5
KeyBank National Association
KeyBank National Association
Ohio
$249M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
$130M
2
USAA
United Services Automobile Association
Texas
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$0
4
RCAG
Rehmann Capital Advisory Group
Michigan
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
726
Optimum Investment Advisors
Illinois
$19K – – –
EK
727
Evensky & Katz
Florida
$17K +$66 +1 +0.4%
HCA
728
Horan Capital Advisors
Ohio
$17K +$17K +270 New
SIM
729
Sonora Investment Management
Arizona
$17K +$17K +273 New
CTC
730
Central Trust Company
Missouri
$16K – – –
HCC
731
Hirtle Callaghan & Co
Pennsylvania
$16K – – –
PFO
732
Pathstone Family Office
New Jersey
$16K +$16K +248 New
CA
733
Centerpoint Advisors
Massachusetts
$15K +$14.6K +223 +3,717%
FCMT
734
Founders Capital Management (Texas)
Texas
$14K +$14K +225 New
RFM
735
Royal Fund Management
Florida
$13K +$13K +218 New
SMG
736
Spectrum Management Group
Indiana
$12K -$73.4K -1,137 -86%
TFO
737
Tarbox Family Office
California
$12K -$889 -14 -7%
MCM
738
McMillion Capital Management
North Carolina
$12K – – –
TFA
739
Toth Financial Advisory
Virginia
$12K +$12K +187 New
CIR
740
Clear Investment Research
Georgia
$11K -$129 -2 -1%
PVH
741
Psagot Value Holdings
Israel
$10K +$10K +160 New
AA
742
AlphaMark Advisors
Kentucky
$9K – – –
VRM
743
Vectors Research Management
New York
$9K +$9K +147 New
AIP
744
Ameritas Investment Partners
Nebraska
$8K -$28.6K -500 -78%
NR
745
Newfound Research
Massachusetts
$8K – – –
RIA
746
RPG Investment Advisory
California
$8K – – –
HS
747
Horan Securities
United States
$8K – – –
KWA
748
KCS Wealth Advisory
California
$7.44K +$7.44K +116 New
MAM
749
Meeder Asset Management
Ohio
$7K +$7K +106 New
1NWS
750
1 North Wealth Services
Maryland
$7K +$7K +117 New
28 29
30
31 32