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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 %
TVAMP
151
Tennessee Valley Asset Management Partners
Tennessee
$16.7M +$1.46M +22,706 +10%
FT
152
Fiduciary Trust
Massachusetts
$16.7M +$16.3M +254,887 +4,752%
AAS
153
Avantax Advisory Services
Texas
$16.7M +$3.27M +50,975 +24%
CAL
154
Capital Advisors Ltd
Ohio
$16.2M -$3.23M -50,836 -17%
TF
155
TLWM Financial
Texas
$16.1M +$16.1M +251,856 New
SMC
156
Smith, Moore & Co
Missouri
$15.9M +$4.05M +63,192 +34%
BCI
157
Brinker Capital Investments
Pennsylvania
$15.7M +$8.93M +139,299 +132%
SVCP
158
Silicon Valley Capital Partners
California
$15.4M +$38.8K +606 +0.3%
SMG
159
Smart Money Group
Texas
$15.4M +$466K +7,267 +3%
ASN
160
Advisory Services Network
Georgia
$15.1M – – –
RCS
161
Retirement Capital Strategies
California
$14.8M +$4.25M +66,271 +40%
SCM
162
Stonehearth Capital Management
Massachusetts
$14.8M +$51.7K +806 +0.4%
SPIA
163
Strategic Point Investment Advisors
Rhode Island
$14.6M -$74.9K -1,168 -0.5%
FAIM
164
Financial Advocates Investment Management
Washington
$14.6M -$3.3M -51,497 -18%
MBT
165
Montecito Bank & Trust
California
$14.4M +$5.45M +85,008 +61%
QI
166
QS Investors
New York
$14.3M -$5.27M -82,202 -27%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$14.2M +$4.92M +76,687 +53%
ACP
168
Arcus Capital Partners
Georgia
$14.1M -$427K -6,657 -3%
LFGH
169
Lee Financial Group Hawaii
Hawaii
$13.9M +$91.7K +1,430 +0.7%
AWA
170
Acorn Wealth Advisors
Michigan
$13.9M +$931K +14,589 +7%
CFG
171
Citizens Financial Group
Rhode Island
$13.8M -$392K -6,123 -3%
TWA
172
Tillar-Wenstrup Advisors
Ohio
$13.8M -$540K -8,421 -4%
CA
173
Calton & Associates
Florida
$13.8M +$9.07M +141,488 +193%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$13.6M +$4.75M +74,136 +54%
FWM
175
FFT Wealth Management
Pennsylvania
$13.3M +$13.3M +207,455 New
5 6
7
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