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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

692 hedge funds and large institutions have $18.4B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 371 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+37
Holders Change %
+5.65%
% of All Funds
15.05%
Holding in Top 10
173
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+19.31%
% of All Funds
3.76%
New
80
Increased
371
Reduced
153
Closed
30
Calls
$17.8M
Puts
$34.3M
Net Calls
-$16.5M
Net Calls Change
-$30.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$173M
2
Wells Fargo
Wells Fargo
California
+$116M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$98.8M
5
RJA
Raymond James & Associates
Florida
+$75.2M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$40.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$38.7M
3
BCI
Brinker Capital Investments
Pennsylvania
-$31.7M
4
LFGH
Lee Financial Group Hawaii
Hawaii
-$17.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
VERITY Wealth Advisors
United States
$6.55M -$562K -9,109 -8%
BCI
227
Brinker Capital Investments
Pennsylvania
$6.5M -$31.7M -513,148 -83%
SIA
228
Strategic Investment Advisors
Michigan
$6.47M +$1.09M +17,644 +20%
CAAS
229
Capital Asset Advisory Services
Michigan
$6.21M +$6.21M +100,542 New
6M
230
6 Meridian
Kansas
$6.13M +$4.66M +75,459 +316%
CA
231
Clearstead Advisors
Ohio
$6.12M – – –
GIA
232
Gladstone Institutional Advisory
Florida
$6.08M -$499K -8,089 -8%
VWA
233
V Wealth Advisors
Kansas
$6.07M +$232K +3,759 +4%
OWA
234
Outlook Wealth Advisors
Texas
$5.95M +$1.84M +29,871 +45%
VC
235
Vicus Capital
Pennsylvania
$5.88M -$2.13M -34,580 -27%
FCT
236
Family Capital Trust
Massachusetts
$5.87M +$4.56M +73,884 +349%
LPT
237
Legacy Private Trust
Wisconsin
$5.81M +$131K +2,129 +2%
Axa
238
Axa
France
$5.77M +$98.8K +1,600 +2%
Two Sigma Advisers
239
Two Sigma Advisers
New York
$5.67M +$2.06M +33,400 +57%
CAG
240
Csenge Advisory Group
Florida
$5.64M +$155K +2,505 +3%
AF
241
Allworth Financial
California
$5.63M +$94.2K +1,526 +2%
GI
242
Glovista Investments
New Jersey
$5.61M -$12M -194,584 -68%
FLA
243
Financial Life Advisors
Texas
$5.59M +$21.3K +345 +0.4%
IWP
244
Icon Wealth Partners
Texas
$5.55M +$1.17M +18,930 +27%
NFG
245
Nations Financial Group
Iowa
$5.46M +$312K +5,052 +6%
MLIC
246
Mandatum Life Insurance Company
Finland
$5.43M – – –
PA
247
Pinnacle Associates
New York
$5.38M +$177K +2,872 +3%
DP
248
Denver PWM
Colorado
$5.34M -$44.4K -701 -0.8%
KA
249
Kovack Advisors
Florida
$5.24M +$316K +5,127 +6%
APA
250
American Portfolios Advisors
New York
$5.15M -$4.66M -75,548 -48%
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