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 %
CCM
401
Crabel Capital Management
California
$1.41M +$883K +14,293 +168%
FSA
402
Financial Sense Advisors
California
$1.37M +$1.37M +22,129 New
Principal Financial Group
403
Principal Financial Group
Iowa
$1.36M +$369K +5,969 +37%
CWM
404
Centric Wealth Management
Illinois
$1.36M -$154K -2,496 -10%
BDF
405
Black Diamond Financial
Maryland
$1.32M -$74.9K -1,213 -5%
TF
406
TIAA FSB
Florida
$1.32M +$534K +8,647 +68%
WSTAM
407
Wilbanks Smith & Thomas Asset Management
Virginia
$1.31M -$29.4K -477 -2%
JG
408
Jefferies Group
New York
$1.29M – – –
PD
409
Planning Directions
Pennsylvania
$1.29M +$51.8K +839 +4%
WA
410
Winfield Associates
Ohio
$1.25M +$565K +9,150 +83%
PCM
411
Parsons Capital Management
Rhode Island
$1.24M -$2.1K -34 -0.2%
AIA
412
Avalon Investment & Advisory
Texas
$1.24M – – –
ACP
413
Aveo Capital Partners
Colorado
$1.24M +$672K +10,646 +118%
FCIM
414
Fairview Capital Investment Management
California
$1.24M +$58.6K +950 +5%
LCP
415
Legacy Capital Partners
Wisconsin
$1.23M +$80.1K +1,298 +7%
AFP
416
Ausdal Financial Partners
Iowa
$1.22M +$179K +2,827 +17%
RBFC
417
Roman Butler Fullerton & Co
Missouri
$1.22M +$230K +3,721 +23%
AIC
418
Ameritas Investment Company
Nebraska
$1.21M -$1.26M -20,331 -51%
PSG
419
Planning Solutions Group
Maryland
$1.2M – – –
OBWP
420
O'Brien Wealth Partners
Massachusetts
$1.18M +$99.8K +1,585 +9%
JCM
421
Jacobi Capital Management
Pennsylvania
$1.14M -$7.22K -117 -0.6%
SBA
422
Secrest Blakey & Associates
North Carolina
$1.14M +$8.21K +133 +0.7%
PPP
423
Private Portfolio Partners
New Jersey
$1.14M -$6.73K -109 -0.6%
CA
424
Claro Advisors
Massachusetts
$1.13M +$24.9K +404 +2%
DAS
425
Dynamic Advisor Solutions
Arizona
$1.1M +$845K +13,692 +328%
15 16
17
18 19