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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
$2.03B
2
Wells Fargo
Wells Fargo
California
$780M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$446M
4
Morgan Stanley
Morgan Stanley
New York
$783M
5
RJA
Raymond James & Associates
Florida
$1.34B

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$345M
2
AllianceBernstein
AllianceBernstein
Tennessee
$262K
3
BCI
Brinker Capital Investments
Pennsylvania
$6.5M
4
LFGH
Lee Financial Group Hawaii
Hawaii
$13.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$143M +$3.65M +59,171 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$137M +$37.5M +606,739 +38%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$135M – – –
SAM
29
Securian Asset Management
Minnesota
$127M -$988K -16,000 -0.8%
CFA
30
Carroll Financial Associates
North Carolina
$114M +$2.85M +46,219 +3%
LFA
31
Legacy Financial Advisors
Kentucky
$113M +$928K +15,035 +0.8%
CA
32
Cetera Advisors
Colorado
$109M +$13.7M +221,200 +14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$103M +$10.2M +165,232 +11%
MML Investors Services
34
MML Investors Services
Massachusetts
$100M +$24M +388,054 +31%
SCA
35
Stuart Chaussee & Associates
California
$89.4M -$1.15M -18,615 -1%
UCFA
36
United Capital Financial Advisors
Texas
$87.7M +$7.98M +129,215 +10%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$87M +$18.2M +295,220 +26%
VAG
38
VisionPoint Advisory Group
Texas
$84.6M +$13M +209,834 +18%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$83.4M +$4.42M +71,682 +6%
CPO
40
Cerity Partners OCIO
New York
$74.8M +$3.9M +63,188 +5%
AIM
41
Astor Investment Management
Illinois
$72.8M -$494K -8,000 -0.7%
USAA
42
United Services Automobile Association
Texas
$71.8M -$1.85M -30,040 -3%
CCMG
43
Clark Capital Management Group
Pennsylvania
$68.4M +$4.46M +72,298 +7%
TWM
44
Tolleson Wealth Management
Texas
$67.8M -$777K -12,586 -1%
AWA
45
ARS Wealth Advisors
Florida
$64.1M +$944K +15,295 +1%
CAN
46
Cetera Advisor Networks
California
$64M +$2.86M +46,330 +5%
GFPC
47
Global Financial Private Capital
Florida
$62.9M -$8.65M -140,194 -12%
PAG
48
Private Advisor Group
New Jersey
$62.8M -$6.16M -99,761 -9%
NA
49
Nottingham Advisors
New York
$60.8M +$586K +9,332 +1%
SCM
50
SCS Capital Management
Massachusetts
$60.8M -$7.13M -115,510 -10%
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