USMV icon

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 %
DACG
376
Donor Advised Charitable Giving
California
$1.73M +$5.37K +87 +0.3%
TD Asset Management
377
TD Asset Management
Ontario, Canada
$1.72M -$6.17K -100 -0.4%
WS
378
Wedbush Securities
California
$1.7M +$221K +3,573 +15%
BS
379
Banco Santander
Spain
$1.68M – – –
MAFM
380
Mid Atlantic Financial Management
Pennsylvania
$1.68M -$563K -9,116 -25%
HH
381
Hilltop Holdings
Texas
$1.67M +$864K +13,992 +107%
PWMAG
382
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M +$106K +1,710 +7%
FFN
383
Focus Financial Network
Minnesota
$1.64M +$61.2K +992 +4%
BL
384
BFSG LLC
California
$1.6M +$1.6M +25,935 New
GSWM
385
Golden State Wealth Management
California
$1.59M -$665K -10,770 -29%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$1.58M +$803K +13,006 +104%
ACM
387
Armbruster Capital Management
New York
$1.58M -$55.3K -896 -3%
KWM
388
Kingsview Wealth Management
Oregon
$1.58M +$992K +16,076 +170%
HR
389
Hardy Reed
Mississippi
$1.57M +$774K +12,537 +97%
PCM
390
Penserra Capital Management
California
$1.56M +$1.56M +25,316 New
FPCP
391
Fort Point Capital Partners
California
$1.55M +$43.3K +701 +3%
SFG
392
StrategIQ Financial Group
Indiana
$1.55M -$107K -1,734 -6%
WF
393
Welch & Forbes
Massachusetts
$1.54M -$113K -1,830 -7%
RSWM
394
Robertson Stephens Wealth Management
California
$1.47M +$40.1K +650 +3%
ECM
395
ETrade Capital Management
Virginia
$1.46M +$1.46M +23,624 New
NWP
396
Northstar Wealth Partners
Connecticut
$1.45M +$798K +12,933 +122%
PIMG
397
Patriot Investment Management Group
Tennessee
$1.45M +$266K +4,311 +23%
Northern Trust
398
Northern Trust
Illinois
$1.44M +$273K +4,427 +23%
CFA
399
Cahill Financial Advisors
Minnesota
$1.44M +$1.44M +23,273 New
VWM
400
Venturi Wealth Management
Texas
$1.43M +$195K +3,164 +16%
14 15
16
17 18