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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 %
KeyBank National Association
476
KeyBank National Association
Ohio
$636K +$636K +10,306 New
FFBTD
477
First Financial Bank - Trust Division
Ohio
$634K -$8.77K -142 -1%
LWM
478
Liberty Wealth Management
California
$625K +$133K +2,158 +27%
CAN
479
Claraphi Advisory Network
United States
$620K -$224K -3,633 -27%
SFWA
480
Summit Financial Wealth Advisors
Louisiana
$612K +$612K +9,914 New
WA
481
Waddell & Associates
Tennessee
$608K +$608K +9,847 New
BHB
482
Bank Hapoalim BM
Israel
$599K -$40.1K -650 -6%
RFC
483
Regions Financial Corp
Alabama
$598K -$50.3K -814 -8%
MCIA
484
Mountain Capital Investment Advisors
Colorado
$582K +$179K +2,836 +45%
AF
485
Advisornet Financial
Minnesota
$576K +$530K +8,595 +1,155%
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
$564K +$120K +1,948 +27%
SFSIG
487
San Francisco Sentry Investment Group
California
$560K +$1.42K +23 +0.3%
AP
488
Appleton Partners
Massachusetts
$559K -$3.09K -50 -0.5%
RA
489
Riversedge Advisors
Delaware
$558K +$558K +8,853 New
EAMA
490
EFG Asset Management (Americas)
Florida
$556K -$6.18K -100 -1%
NF
491
Nikulski Financial
Iowa
$554K +$49.1K +777 +10%
JCM
492
Janney Capital Management
Pennsylvania
$550K -$53.6K -869 -9%
IWA
493
Intercontinental Wealth Advisors
Texas
$550K – – –
State Street
494
State Street
Massachusetts
$544K -$19.3K -312 -3%
CCB
495
Cutter & Co Brokerage
Missouri
$535K +$535K +8,671 New
MYIA
496
Mount Yale Investment Advisors
Colorado
$529K +$2.93K +47 +0.6%
W
497
Wealthquest
Ohio
$511K -$4.6M -74,548 -90%
SS
498
Sunbelt Securities
Texas
$510K +$53.2K +861 +12%
FNBT
499
FineMark National Bank & Trust
Florida
$508K +$508K +8,233 New
PG
500
Patten Group
Tennessee
$507K +$48.8K +791 +11%
18 19
20
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