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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 %
AWS
76
AJ Wealth Strategies
New York
$43.3M +$1.63M +25,466 +4%
QCM
77
Quest Capital Management
Texas
$42.7M +$535K +8,346 +1%
Stifel Financial
78
Stifel Financial
Missouri
$41.2M +$7.94M +123,824 +24%
PFG
79
Pacific Financial Group
Washington
$40.8M +$707K +11,449 +2%
MCM
80
MV Capital Management
Maryland
$40.7M +$214K +3,341 +0.5%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$40.2M +$24.4M +381,166 +155%
TC
82
Telemus Capital
Michigan
$40M -$550K -8,574 -1%
MIH
83
Madison Investment Holdings
Wisconsin
$40M +$16.5M +257,473 +70%
Citigroup
84
Citigroup
New York
$39.9M +$4.47M +69,782 +13%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$39.6M +$10.5M +163,265 +36%
BS
86
Banco Santander
Spain
$38M +$36.3M +565,892 +2,078%
FFA
87
Fragasso Financial Advisors
Pennsylvania
$37.9M -$167K -2,600 -0.4%
HCM
88
Hengehold Capital Management
Ohio
$34.2M +$17.3M +269,134 +102%
Comerica Bank
89
Comerica Bank
Texas
$33.1M +$7.68M +120,383 +30%
SWP
90
Stratos Wealth Partners
Ohio
$32.6M +$5.94M +92,683 +22%
TIA
91
Traphagen Investment Advisors
New Jersey
$32.4M +$9.46M +147,592 +41%
QA
92
Quantitative Advantage
Minnesota
$32.1M +$3.39M +52,944 +12%
TPWA
93
TRUE Private Wealth Advisors
Oregon
$31.7M +$2.05M +31,938 +7%
PA
94
Parallel Advisors
California
$31.1M +$16.6M +259,438 +115%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$30.9M +$25M +389,500 +424%
AWM
96
AE Wealth Management
Kansas
$30.5M -$7.05M -110,053 -19%
TCM
97
TD Capital Management
Tennessee
$30M +$387K +6,034 +1%
DLIC
98
Daido Life Insurance Company
Japan
$29.8M -$3.74M -58,292 -11%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$29.5M +$135K +2,100 +0.5%
OAJ
100
Ogorek Anthony Joseph
New York
$29.4M +$3.5M +54,601 +14%
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4
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