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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 %
Prudential Financial
326
Prudential Financial
New Jersey
$2.46M -$406K -6,570 -14%
CAM
327
Concorde Asset Management
Michigan
$2.42M +$521K +8,441 +27%
NL
328
NWAM LLC
Washington
$2.42M +$263K +4,263 +12%
FA
329
FMA Advisory
Pennsylvania
$2.38M -$22.1K -358 -0.9%
FHA
330
First Horizon Advisors
Tennessee
$2.36M +$205K +3,318 +9%
MSA
331
Marino Stram & Associates
Massachusetts
$2.36M +$125K +2,030 +6%
BHWM
332
Bay Harbor Wealth Management
Maryland
$2.36M +$253K +4,095 +12%
NWS
333
Newport Wealth Strategies
California
$2.32M -$29.1K -461 -1%
1WA
334
180 Wealth Advisors
Washington
$2.3M -$52.4K -836 -2%
CWS
335
Cypress Wealth Services
California
$2.3M +$876K +14,197 +62%
WCG
336
Wall Capital Group
Arizona
$2.3M +$121K +1,956 +6%
EWM
337
Edge Wealth Management
New York
$2.29M +$189K +3,068 +9%
RA
338
RFG Advisory
Alabama
$2.27M +$363K +5,866 +19%
FI
339
FormulaFolio Investments
Michigan
$2.26M -$109K -1,758 -5%
SI
340
Stephens Inc
Arkansas
$2.23M +$185K +3,005 +9%
9WM
341
9258 Wealth Management
Ohio
$2.22M +$267K +4,325 +14%
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$2.2M -$192K -3,116 -8%
WCM
343
WealthBridge Capital Management
Ohio
$2.15M -$73.5K -1,402 -3%
WMA
344
Wealth Management Associates
New Jersey
$2.12M +$335K +5,430 +19%
PWG
345
Private Wealth Group
Florida
$2.09M -$294K -4,766 -12%
BUB
346
BBVA USA Bancshares
Texas
$2.09M -$2.12M -34,320 -50%
JSL
347
JT Stratford LLC
Georgia
$2.09M +$227K +3,674 +12%
RIA
348
Regal Investment Advisors
Michigan
$2.09M -$44.9K -728 -2%
WB
349
Webster Bank
Connecticut
$2.09M +$957K +15,500 +85%
FA
350
Forefront Analytics
Pennsylvania
$2.05M +$191K +3,111 +10%
12 13
14
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