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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.

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
1
LPL Financial
California
$1.01B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.25B
3
BlackRock
3
BlackRock
New York
$953M
4
Bank of America
4
Bank of America
North Carolina
$2.37B
5
KeyBank National Association
5
KeyBank National Association
Ohio
$249M

Top Sellers

1
DCC
1
Dow Chemical Company
Michigan
$130M
2
USAA
2
United Services Automobile Association
Texas
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$0
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.37B 37,024,361 +4,206,313 +13%
RJA
2
Raymond James & Associates
Florida
$1.43B 22,253,350 +564,663 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.25B 19,483,239 +5,632,830 +41%
LPL Financial
4
LPL Financial
California
$1.01B 15,735,500 +6,152,400 +64%
Morgan Stanley
5
Morgan Stanley
New York
$969M 15,110,200 +2,427,346 +19%
BlackRock
6
BlackRock
New York
$953M 14,866,297 +4,864,431 +49%
Wells Fargo
7
Wells Fargo
California
$827M 12,897,299 +256,470 +2%
Ameriprise
8
Ameriprise
Minnesota
$747M 11,667,409 +1,816,283 +18%
UBS Group
9
UBS Group
Switzerland
$650M 10,146,665 +418,959 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$595M 9,276,370 +2,053,615 +28%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$395M 6,191,221 +606,257 +11%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$357M 5,568,885 +533,785 +11%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$347M 5,410,940 +1,117,657 +26%
NLI
14
Nippon Life Insurance
Japan
$345M 5,376,772 – –
AG
15
Advisor Group
Arizona
$341M 5,325,464 +1,324,830 +33%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$306M 4,775,915 +1,192,724 +33%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$263M 4,095,428 +1,634,346 +66%
BCM
18
Brookstone Capital Management
Illinois
$262M 4,092,089 +736,823 +22%
US Bancorp
19
US Bancorp
Minnesota
$258M 4,022,726 +262,103 +7%
KeyBank National Association
20
KeyBank National Association
Ohio
$249M 3,889,450 +3,879,144 +37,640%
S
21
SignatureFD
Georgia
$234M 3,653,508 +131,764 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$202M 3,155,338 +582,126 +23%
Mariner
23
Mariner
Kansas
$200M 3,115,867 +800,815 +35%
SEI Investments
24
SEI Investments
Pennsylvania
$175M 2,725,010 +153,769 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$172M 2,680,351 +456,673 +21%
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