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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 %
VF
776
Virtu Financial
New York
– -$782K -12,660 Closed
HIMCH
777
Hartford Investment Management Co (HIMCO)
Connecticut
– -$637K -10,320 Closed
Koshinski Asset Management
778
Koshinski Asset Management
Illinois
– -$564K -9,133 Closed
W
779
WealthOne
New York
– -$424K -6,872 Closed
Citadel Advisors
780
Citadel Advisors
Florida
– -$406K -6,581 Closed
BA
781
Bristlecone Advisors
Washington
– -$404K -6,545 Closed
GIM
782
Goelzer Investment Management
Indiana
– -$373K -6,035 Closed
BMCM
783
Bryn Mawr Capital Management
Pennsylvania
– -$319K -5,175 Closed
AllianceBernstein
784
AllianceBernstein
Tennessee
– -$262K -4,241 Closed
EWM
785
Empirical Wealth Management
Washington
– -$260K -4,215 Closed
FPFS
786
First Personal Financial Services
North Carolina
– -$247K -3,997 Closed
LNB
787
Ledyard National Bank
– -$207K -3,350 Closed
SFM
788
Signet Financial Management
New Jersey
– -$204K -3,210 Closed
MWM
789
Meridian Wealth Management
Kentucky
– -$1.5K -2,429 Closed
VCM
790
Vigilant Capital Management
Maine
– -$110K -1,781 Closed
CC
791
Cassaday & Co
Virginia
– -$108K -1,745 Closed
CA
792
Crewe Advisors
Utah
– -$93K -1,500 Closed
CB
793
CNB Bank
Pennsylvania
– -$87K -1,413 Closed
YWP
794
YorkBridge Wealth Partners
New York
– -$73K -1,183 Closed
AWM
795
Apollon Wealth Management
South Carolina
– -$71K -1,156 Closed
OSNBOA
796
Old Second National Bank of Aurora
Illinois
– -$62K -1,000 Closed
BBA
797
Braun-Bostich & Associates
Pennsylvania
– -$30K -490 Closed
Parallax Volatility Advisers
798
Parallax Volatility Advisers
California
– -$14K -229 Closed
BAM
799
Barrett Asset Management
New York
– -$12K -200 Closed
DWM
800
Doyle Wealth Management
Florida
– -$5K -75 Closed
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