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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 %
MWM
101
Mascoma Wealth Management
New Hampshire
$28.8M +$90.2K +1,407 +0.3%
IWC
102
Integrated Wealth Concepts
Massachusetts
$28.7M +$16.3M +254,045 +131%
APCM
103
Alaska Permanent Capital Management
Alaska
$28.2M +$15.1M +235,015 +115%
AWA
104
Alaska Wealth Advisors
Alaska
$28.2M +$28.2M +439,342 New
EWM
105
Executive Wealth Management
Michigan
$27.9M +$285K +4,453 +1%
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$27.9M +$1.29M +20,114 +5%
WP
107
WealthPLAN Partners
Nebraska
$27.5M -$197K -3,082 -0.7%
CAG
108
Crestwood Advisors Group
Massachusetts
$27M +$807K +12,595 +3%
NA
109
NewEdge Advisors
Louisiana
$26.9M +$7.6M +118,642 +39%
FTIOP
110
Fiduciary Trust International of Pennsylvania
Pennsylvania
$26M +$1.71M +26,727 +7%
HighTower Advisors
111
HighTower Advisors
Illinois
$26M +$8.7M +135,677 +50%
SFA
112
Stewardship Financial Advisors
Georgia
$25.9M +$1.68M +26,180 +7%
FDCC
113
Foster Dykema Cabot & Co
Massachusetts
$25.3M +$392K +6,117 +2%
TFS
114
TrustCore Financial Services
Tennessee
$25M +$2.83M +44,223 +13%
WP
115
WealthSource Partners
California
$25M +$340K +5,308 +1%
GKWIM
116
Gerber Kawasaki Wealth & Investment Management
California
$24.9M +$2.12M +33,110 +9%
PWS
117
Paragon Wealth Strategies
Florida
$24.4M -$59.9K -934 -0.2%
FIG
118
FundX Investment Group
California
$24.4M +$24.4M +380,285 New
LWA
119
Lowe Wealth Advisors
Maryland
$24M +$18.8K +293 +0.1%
Nuveen Asset Management
120
Nuveen Asset Management
Illinois
$23.4M -$553K -8,625 -2%
NCM
121
Novare Capital Management
North Carolina
$22.5M +$1.67M +26,044 +8%
Jane Street
122
Jane Street
New York
$22.4M +$21.5M +335,167 +2,352%
HFA
123
High Falls Advisors
New York
$22.4M +$715K +11,148 +3%
SS
124
Simplicity Solutions
Minnesota
$22.1M -$6.65M -103,728 -23%
TF
125
Tompkins Financial
New York
$21.9M -$222K -3,459 -1%
3 4
5
6 7