USMV icon

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 %
TI
201
TTP Investments
California
$10.5M +$1.39M +21,728 +15%
FWP
202
FAS Wealth Partners
Kansas
$10.4M -$1.06M -16,565 -9%
ECML
203
Eagle Capital Management (Louisiana)
Louisiana
$10.3M +$152K +2,364 +1%
S
204
SimplyRich
California
$10.3M +$194K +3,044 +2%
Allianz Asset Management
205
Allianz Asset Management
Germany
$10.2M +$9.4M +146,790 +1,214%
William Blair & Company
206
William Blair & Company
Illinois
$10.1M +$573K +8,947 +6%
IWP
207
Icon Wealth Partners
Texas
$10.1M +$4.36M +68,049 +76%
SCA
208
Snowden Capital Advisors
New York
$10.1M +$1.07M +16,696 +12%
Lido Advisors
209
Lido Advisors
California
$10M -$428K -6,680 -4%
AAP
210
Arax Advisory Partners
Colorado
$9.66M +$352K +5,496 +4%
LIA
211
LS Investment Advisors
Michigan
$9.52M +$285K +4,450 +3%
WCG
212
Weaver Consulting Group
California
$9.5M +$68.8K +1,085 +0.7%
MWA
213
Meridian Wealth Advisors
Texas
$9.46M +$1.2M +18,703 +15%
SWMG
214
Sanchez Wealth Management Group
Florida
$9.46M +$182K +2,833 +2%
MA
215
MONECO Advisors
Connecticut
$9.27M +$101K +1,571 +1%
PPFA
216
Provida Pension Fund Administrator
Chile
$9.25M +$9.25M +145,000 New
AFNAS
217
American Financial Network Advisory Services
California
$9.22M -$7.55M -117,768 -45%
AFS
218
Access Financial Services
Minnesota
$9.08M +$9.08M +141,703 New
VC
219
Vicus Capital
Pennsylvania
$8.88M +$2.77M +43,281 +45%
EPA
220
Element Pointe Advisors
Florida
$8.82M +$74.2K +1,157 +0.8%
AWM
221
Alterna Wealth Management
Texas
$8.81M +$1.07M +16,734 +14%
AWM
222
Avior Wealth Management
Nebraska
$8.79M -$1.38M -21,538 -14%
MNBTD
223
Moody National Bank Trust Division
Texas
$8.77M – – –
ACM
224
Allred Capital Management
Texas
$8.65M +$1.21M +18,976 +16%
FSA
225
Financial Services Advisory
Maryland
$8.43M -$1.92K -30 -0%
7 8
9
10 11