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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 %
PAS
176
Partnervest Advisory Services
California
$13.3M +$1.26M +19,729 +11%
SFS
177
Sowell Financial Services
Arkansas
$13.2M +$13.2M +206,539 New
Brown Advisory
178
Brown Advisory
Maryland
$13.2M +$1.67M +25,981 +14%
PWMG
179
Prestige Wealth Management Group
New Jersey
$13.1M +$77.6K +1,210 +0.6%
CWM
180
Cornerstone Wealth Management
Missouri
$13.1M +$2.42M +37,807 +23%
CG
181
CFO4Life Group
Texas
$13M +$647K +10,101 +5%
ECM
182
ETrade Capital Management
Virginia
$13M +$11.5M +179,186 +758%
CI
183
Cavalier Investments
Georgia
$12.7M +$5.41M +84,515 +74%
KA
184
Klingman & Associates
New York
$12.4M +$2.64M +41,223 +27%
PA
185
Pinnacle Associates
New York
$12.4M +$6.78M +105,716 +121%
WWM
186
Western Wealth Management
Colorado
$12.1M +$3.99M +62,179 +49%
RWG
187
Regal Wealth Group
California
$12.1M +$2.98M +46,530 +33%
MFG
188
Merit Financial Group
Georgia
$11.9M +$11.2M +175,165 +1,565%
AWMS
189
Advocacy Wealth Management Services
Georgia
$11.9M +$1.71M +26,733 +17%
CFGS
190
Concourse Financial Group Securities
Alabama
$11.6M -$7.16M -111,709 -38%
SB
191
Suntrust Banks
Georgia
$11.5M +$2.53M +39,484 +28%
CAL
192
Capital Analysts LLC
Pennsylvania
$11.4M +$881K +13,749 +8%
AIP
193
Ahrens Investment Partners
Louisiana
$11.3M +$258K +4,030 +2%
PIM
194
Parker Investment Management
California
$11.2M -$23.1K -361 -0.2%
EWF
195
Epstein & White Financial
California
$11.1M +$1.46M +22,703 +15%
FF
196
Friedenthal Financial
New Jersey
$10.9M +$130K +2,026 +1%
WI
197
Wintrust Investments
Illinois
$10.7M +$1.66M +25,820 +18%
PP
198
PagnatoKarp Partners
Virginia
$10.7M -$71.2K -1,110 -0.7%
FPGK
199
Financial Partners Group (Kansas)
Kansas
$10.6M +$2.52M +39,249 +31%
RJT
200
Raymond James Trust
Florida
$10.5M +$1.14M +17,783 +12%
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