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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
+$394M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$361M
3
BlackRock
BlackRock
New York
+$312M
4
Bank of America
Bank of America
North Carolina
+$270M
5
KeyBank National Association
KeyBank National Association
Ohio
+$249M

Top Sellers

1
DCC
Dow Chemical Company
Michigan
-$128M
2
USAA
United Services Automobile Association
Texas
-$71.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$37.5M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$27.5M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
126
Comerica Securities
Michigan
$21.6M +$2.9M +45,291 +16%
BFG
127
Barber Financial Group
Kansas
$21.6M +$382K +5,953 +2%
BRWA
128
B. Riley Wealth Advisors
Florida
$21.4M +$2.6M +40,599 +14%
RCM
129
Requisite Capital Management
Texas
$21.4M +$7.61M +118,726 +55%
RCM
130
Rain Capital Management
Oregon
$21.2M +$21.2M +331,358 New
PFA
131
Pettinga Financial Advisors
Indiana
$21M +$1.32M +20,619 +7%
TC
132
Trilogy Capital
California
$20.7M -$146K -2,278 -0.7%
PCFFS
133
Pacific Center for Financial Services
California
$20.6M +$459K +7,153 +2%
CB
134
Community Bank
New York
$20.5M +$10.6K +165 +0.1%
NAM
135
North American Management
Massachusetts
$20M -$253K -3,940 -1%
PS
136
Portfolio Strategies
New York
$19.5M +$727K +11,337 +4%
TNBTD
137
Trustmark National Bank Trust Department
Mississippi
$19.4M +$2.82M +44,025 +17%
FAAS
138
First Allied Advisory Services
California
$18.7M +$4.79M +74,857 +34%
WDL
139
Well Done LLC
Michigan
$18.7M -$2.3M -35,880 -11%
AL
140
Aspiriant LLC
California
$18.6M +$368K +5,735 +2%
REMPR
141
Roof Eidam Maycock Peralta (REMP)
California
$18.6M -$81.1K -1,265 -0.4%
GWAG
142
Garrett Wealth Advisory Group
Texas
$17.9M +$94.1K +1,468 +0.5%
IA
143
IFP Advisors
Florida
$17.4M +$17.4M +272,334 New
MA
144
Mutual Advisors
Nebraska
$17.2M +$13.9M +216,831 +417%
LNC
145
Lincoln National Corp
Pennsylvania
$17.2M +$540K +8,425 +3%
FANJ
146
Financial Architects (New Jersey)
New Jersey
$17.1M +$343K +5,358 +2%
CWG
147
Cornerstone Wealth Group
North Carolina
$17.1M +$13M +202,894 +321%
ONST
148
Old North State Trust
North Carolina
$17M +$4.87K +76 +0%
NEIRG
149
New England Investment & Retirement Group
Massachusetts
$17M +$17M +265,131 New
IDA
150
Intelligence Driven Advisers
California
$17M +$8.06M +125,786 +91%
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