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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 %
Bessemer Group
351
Bessemer Group
New Jersey
$2.01M +$161K +2,601 +9%
RI
352
Ridgewood Investments
New Jersey
$1.97M -$20.9K -338 -1%
Barclays
353
Barclays
United Kingdom
$1.96M +$1.23M +19,979 +171%
LC
354
LCNB Corp
Ohio
$1.95M +$1.08M +17,479 +124%
FHB
355
First Hawaiian Bank
Hawaii
$1.94M +$1.5M +24,310 +345%
JFG
356
JMG Financial Group
Illinois
$1.9M +$93.9K +1,521 +5%
WPSG
357
Wealth & Pension Services Group
Georgia
$1.9M +$2.04K +33 +0.1%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$1.86M +$31K +502 +2%
WGCA
359
Wolf Group Capital Advisors
Virginia
$1.85M -$6.67K -108 -0.4%
STA
360
Summit Trail Advisors
New York
$1.85M -$153K -2,472 -8%
IFWM
361
Institute for Wealth Management
Colorado
$1.83M +$470K +7,609 +35%
CCA
362
Clearwater Capital Advisors
Illinois
$1.81M -$44.2K -716 -2%
GRP
363
Global Retirement Partners
California
$1.81M +$1.42M +23,054 +371%
3AM
364
3D Asset Management
Connecticut
$1.8M -$151K -2,446 -8%
ACA
365
Aptus Capital Advisors
Alabama
$1.8M +$31.8K +515 +2%
IP
366
Intellectus Partners
California
$1.79M – – –
CBT
367
Central Bank & Trust
Kentucky
$1.79M +$200K +3,246 +13%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$1.79M -$18.5K -300 -1%
VAS
369
Vestmark Advisory Solutions
Massachusetts
$1.78M +$943K +15,277 +112%
UIA
370
UBP Investment Advisors
Switzerland
$1.77M +$340K +5,500 +24%
GLA
371
Good Life Advisors
Pennsylvania
$1.76M +$148K +2,406 +9%
CC
372
Courier Capital
New York
$1.76M +$50.8K +823 +3%
MFW
373
Mosaic Family Wealth
Missouri
$1.75M +$875K +14,177 +100%
WWM
374
Windsor Wealth Management
Indiana
$1.74M +$638K +10,300 +58%
Creative Planning
375
Creative Planning
Kansas
$1.74M -$67.3K -1,090 -4%
13 14
15
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