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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 %
JWM
451
Jackson Wealth Management
Florida
$792K -$110K -1,750 -12%
CL
452
CPWM LLC
Washington
$791K +$791K +12,819 New
EA
453
Efficient Advisors
Ohio
$783K +$250K +4,048 +47%
VF
454
Virtu Financial
New York
$782K +$782K +12,660 New
ZIG
455
Zurich Insurance Group
Switzerland
$781K +$153K +2,479 +24%
HW
456
Hamilton Wealth
California
$777K -$193K -3,122 -20%
PCP
457
Proficio Capital Partners
Massachusetts
$757K – – –
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$748K -$56.5K -916 -7%
Allianz Asset Management
459
Allianz Asset Management
Germany
$747K +$176K +2,855 +31%
MFG
460
Magnus Financial Group
New York
$743K -$55.1K -892 -7%
VCM
461
Virtue Capital Management
Tennessee
$741K +$401K +6,495 +118%
WSFS
462
Wilmington Savings Fund Society
Delaware
$739K – – –
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$735K +$358K +5,800 +95%
SFWC
464
Strategic Family Wealth Counselors
New Jersey
$725K -$3.52K -57 -0.5%
AWM
465
Aries Wealth Management
Maine
$720K +$210K +3,337 +41%
NNP
466
Nachman Norwood & Parrott
South Carolina
$712K – – –
WT
467
Whittier Trust
California
$707K – – –
IP
468
Investment Partners
Ohio
$691K – – –
MFG
469
Merit Financial Group
Georgia
$690K +$172K +2,786 +33%
ONB
470
Old National Bancorp
Indiana
$686K -$236K -3,824 -26%
SF
471
Synovus Financial
Georgia
$686K -$1.85K -30 -0.3%
SBL
472
Sargent Bickham Lagudis
Colorado
$681K – – –
TP
473
Tranquility Partners
Tennessee
$640K +$640K +10,373 New
MC
474
Moors & Cabot
Massachusetts
$638K +$21.5K +348 +3%
HIMCH
475
Hartford Investment Management Co (HIMCO)
Connecticut
$637K +$637K +10,320 New
17 18
19
20 21