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 %
CB
426
Commerce Bank
Missouri
$1.1M +$416K +6,745 +61%
PJSIMP
427
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M +$314K +5,086 +40%
Wealth Enhancement Advisory Services
428
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$531K +8,332 +94%
FTS
429
Fifth Third Securities
Ohio
$1.08M +$9.19K +149 +0.9%
CCG
430
Cypress Capital Group
Florida
$1.07M -$32.7K -530 -3%
B
431
Bridgeworth
Alabama
$1.07M -$142K -2,300 -12%
BEI
432
Benjamin Edwards Inc
Missouri
$1.06M +$1.06M +17,187 New
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$1.04M +$1.04M +16,908 New
PAI
434
Pittenger & Anderson Inc
Nebraska
$1.04M +$139K +2,259 +15%
WP
435
WealthShield Partners
North Carolina
$1.02M +$236K +3,822 +30%
MSAM
436
Moloney Securities Asset Management
Missouri
$1.01M +$315K +5,111 +45%
SG
437
StoneX Group
New York
$1M +$511K +8,269 +104%
EFS
438
Essex Financial Services
Connecticut
$985K +$562K +9,111 +133%
FLI
439
Family Legacy Inc
South Carolina
$983K +$1.79K +29 +0.2%
SFI
440
SPC Financial Inc
Maryland
$977K +$191K +3,088 +24%
SCP
441
Syntal Capital Partners
Texas
$975K +$975K +15,807 New
CIBC Asset Management
442
CIBC Asset Management
Ontario, Canada
$933K +$299K +4,837 +47%
EWA
443
EP Wealth Advisors
California
$922K -$57.7K -935 -6%
PWAC
444
Private Wealth Advisors (California)
California
$891K – – –
EWA
445
ERTS Wealth Advisors
Michigan
$887K +$38.2K +619 +5%
GFS
446
GYL Financial Synergies
Connecticut
$886K -$125K -2,028 -12%
Jane Street
447
Jane Street
New York
$880K -$7.35M -118,979 -89%
RFN
448
RDA Financial Network
Iowa
$852K +$249K +3,962 +41%
JIP
449
Jaffetilchin Investment Partners
Florida
$798K +$132K +2,131 +20%
MHS
450
M Holdings Securities
Oregon
$795K +$9.02K +146 +1%
16 17
18
19 20