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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
$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 %
BFC
751
Bedel Financial Consulting
Indiana
$6K – – –
HR
752
Howe & Rusling
New York
$6K +$6K +101 New
KFS
753
Kelly Financial Services
Massachusetts
$5.7K +$64 +1 +1%
RFA
754
Reilly Financial Advisors
California
$5K – – –
AWM
755
AllSquare Wealth Management
New York
$5K – – –
UB
756
UMB Bank
Missouri
$4.28K -$2.55K -39,813 -37%
Deutsche Bank
757
Deutsche Bank
Germany
$4K -$6.91M -120,891 -100%
CAGAS
758
Capital Advisory Group Advisory Services
Minnesota
$4K +$4K +60 New
SIS
759
Sound Income Strategies
Florida
$3K -$1.28K -20 -30%
IRC
760
Investors Research Corp
Georgia
$3K – – –
First Manhattan
761
First Manhattan
New York
$3K – – –
BRC
762
Bell Rock Capital
Delaware
$3K +$3K +50 New
FMII
763
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
GEA
764
Glen Eagle Advisors
New Jersey
$1.67K +$1.67K +26 New
SWP
765
Strategic Wealth Partners
Ohio
$417 -$55 -875 -12%
AMCA
766
Arthur M. Cohen & Associates
Illinois
$383 +$383 +5,977 New
USAA
767
United Services Automobile Association
Texas
– -$71.8M -1,163,700 Closed
Wellington Management Group
768
Wellington Management Group
Massachusetts
– -$37.5M -607,300 Closed
RCAG
769
Rehmann Capital Advisory Group
Michigan
– -$27.5M -445,932 Closed
Millennium Management
770
Millennium Management
New York
– -$9.94M -161,037 Closed
TW
771
Transform Wealth
Colorado
– -$9.79M -158,654 Closed
QAM
772
Q3 Asset Management
Michigan
– -$3.81M -83,241 Closed
FA
773
FDx Advisors
Illinois
– -$2.63M -42,674 Closed
IIA
774
IPG Investment Advisors
California
– -$2.51M -40,651 Closed
EWA
775
ERTS Wealth Advisors
Michigan
– -$887K -14,365 Closed
29 30
31
32 33