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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 %
TF
301
Trek Financial
Arizona
$3.09M -$885K -14,338 -22%
LRPA
302
L. Roy Papp & Associates
Arizona
$3.08M +$430K +6,965 +16%
PTC
303
Private Trust Company
Ohio
$3.08M +$58.1K +941 +2%
CWM
304
CCG Wealth Management
California
$3.02M -$4.01K -65 -0.1%
AA
305
Ancora Advisors
Ohio
$2.97M +$306K +4,952 +11%
DE
306
Day & Ennis
Georgia
$2.97M +$77.4K +1,253 +3%
PFP
307
Pinnacle Financial Partners
Tennessee
$2.96M +$2.22M +36,006 +301%
DADC
308
D.A. Davidson & Co
Montana
$2.9M +$388K +6,282 +15%
CBFP
309
Cedar Brook Financial Partners
Ohio
$2.89M +$220K +3,571 +8%
MAP
310
Milestone Advisory Partners
North Carolina
$2.89M +$380K +6,163 +15%
PAMG
311
Patton Albertson Miller Group
Tennessee
$2.87M +$500K +7,899 +21%
LFG
312
LifePlan Financial Group
Ohio
$2.85M +$109K +1,759 +4%
OC
313
Oppenheimer & Co
New York
$2.79M +$1.36M +21,988 +95%
BA
314
Ballew Advisors
Mississippi
$2.78M +$47K +739 +2%
SC
315
Scotia Capital
Ontario, Canada
$2.77M +$2.52M +40,897 +1,024%
CF
316
Centaurus Financial
California
$2.66M +$2.55M +41,252 +2,278%
FA
317
FDx Advisors
Illinois
$2.63M -$429K -6,949 -14%
CNB
318
Camden National Bank
Maine
$2.59M +$99.7K +1,616 +4%
ECM
319
Evergreen Capital Management
Washington
$2.56M – – –
MA
320
MCF Advisors
Kentucky
$2.53M +$161K +2,614 +7%
GLLW
321
Graves Light Lenhart Wealth
Virginia
$2.53M -$349K -5,660 -12%
CWM
322
Concentrum Wealth Management
California
$2.53M +$481K +7,788 +23%
IIA
323
IPG Investment Advisors
California
$2.51M +$9.07K +147 +0.4%
DIM
324
Delta Investment Management
California
$2.5M +$2.5M +40,466 New
PFS
325
Prospera Financial Services
Texas
$2.46M +$2.46M +39,484 New
11 12
13
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