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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 %
RF
251
RHS Financial
California
$5.06M +$1.3M +21,030 +34%
AIP
252
Almanack Investment Partners
Pennsylvania
$5.06M +$175K +2,828 +4%
BC
253
Brinker Capital
Pennsylvania
$4.94M -$130K -2,100 -3%
FHC
254
First Heartland Consultants
Missouri
$4.88M +$140K +2,267 +3%
MWM
255
MorganRosel Wealth Management
Colorado
$4.86M -$100K -1,621 -2%
SAM
256
Silvercrest Asset Management
New York
$4.79M +$433K +7,009 +10%
FHA
257
Flagship Harbor Advisors
Massachusetts
$4.78M +$375K +6,071 +9%
FEG
258
Financial Enhancement Group
Indiana
$4.75M +$1.34M +21,770 +39%
GVAG
259
Great Valley Advisor Group
Delaware
$4.72M +$1.15M +18,713 +32%
PA
260
PFG Advisors
Arizona
$4.71M +$348K +5,472 +8%
PCM
261
Peak Capital Management
Colorado
$4.69M -$512K -8,210 -10%
F
262
F3Logic
Minnesota
$4.67M -$79.1K -1,281 -2%
SFP
263
Shepherd Financial Partners
Massachusetts
$4.66M -$194K -3,137 -4%
COI
264
Capital One Investing
Virginia
$4.62M +$725K +11,744 +19%
CA
265
Calton & Associates
Florida
$4.52M +$2.14M +34,695 +90%
VBFG
266
Vishria Bird Financial Group
Tennessee
$4.51M +$178K +2,880 +4%
C
267
Clearshares
New York
$4.46M – – –
BAM
268
Belpointe Asset Management
Nevada
$4.45M +$4.45M +72,021 New
Cetera Investment Advisers
269
Cetera Investment Advisers
Illinois
$4.23M +$144K +2,326 +4%
SHIM
270
Stone House Investment Management
Pennsylvania
$4.19M -$287K -4,653 -6%
BFA
271
Brendel Financial Advisors
New Hampshire
$4.13M +$4.13M +66,950 New
BWP
272
Bernardo Wealth Planning
Pennsylvania
$4.1M +$251K +4,072 +7%
DMC
273
Drexel Morgan & Co
Pennsylvania
$4.02M -$15.6K -253 -0.4%
EC
274
Estate Counselors
Wisconsin
$3.96M +$85.8K +1,390 +2%
LFPWM
275
Leicht Financial Planning & Wealth Management
New Jersey
$3.91M +$1.71M +27,749 +78%
9 10
11
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