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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 %
CWG
276
Cornerstone Wealth Group
North Carolina
$3.9M +$3.9M +63,230 New
APSP
277
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.89M +$1.53M +24,757 +65%
IC
278
Inscription Capital
Texas
$3.81M -$220K -3,605 -5%
QAM
279
Q3 Asset Management
Michigan
$3.81M +$3.81M +83,241 New
FPS
280
Fieldpoint Private Securities
Connecticut
$3.81M +$279K +4,527 +8%
GTAM
281
Global Trust Asset Management
Florida
$3.79M +$397K +6,440 +12%
SXL
282
Summit X LLC
Missouri
$3.73M +$84.5K +1,367 +2%
IWS
283
Insight Wealth Strategies
California
$3.69M +$849K +13,762 +30%
WIA
284
World Investment Advisors
California
$3.65M -$624K -10,004 -15%
FC
285
Ferris Capital
Massachusetts
$3.61M +$813K +13,165 +29%
FFG
286
Ford Financial Group
California
$3.6M +$3.6M +58,298 New
EIP
287
Ellis Investment Partners
Pennsylvania
$3.59M +$205K +3,302 +6%
AFG
288
Arkansas Financial Group
Arkansas
$3.57M +$226K +3,666 +7%
OWM
289
Opes Wealth Management
California
$3.43M -$1.01M -16,347 -23%
DWM
290
Dakota Wealth Management
Florida
$3.42M +$659K +10,680 +24%
CWM
291
Cordatus Wealth Management
Pennsylvania
$3.38M -$44.9K -728 -1%
Nomura Asset Management
292
Nomura Asset Management
Japan
$3.33M -$364K -5,895 -10%
APC
293
Aspire Private Capital
North Carolina
$3.33M +$37.7K +610 +1%
SP
294
Symmetry Partners
Connecticut
$3.33M -$618K -10,011 -16%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$3.31M +$606K +9,815 +22%
WCM
296
Windham Capital Management
Massachusetts
$3.25M – – –
MA
297
Mutual Advisors
Nebraska
$3.21M +$2.46M +39,826 +329%
HPC
298
Hobart Private Capital
North Carolina
$3.2M +$2.5M +40,487 +355%
BOPW
299
Brandywine Oak Private Wealth
Pennsylvania
$3.14M +$34.1K +552 +1%
SCM
300
Smith Capital Management
Arkansas
$3.1M +$475K +7,696 +18%
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