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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 %
TF
501
TimeScale Financial
Massachusetts
$504K -$7.47K -121 -1%
BF
502
BOK Financial
Oklahoma
$498K +$162K +2,618 +48%
PP
503
Patten & Patten
Tennessee
$496K -$264K -4,270 -35%
AIA
504
AIMZ Investment Advisors
California
$495K – – –
Franklin Resources
505
Franklin Resources
California
$494K +$494K +8,000 New
ACA
506
Anchor Capital Advisors
Massachusetts
$490K – – –
SWP
507
Strategic Wealth Partners
Ohio
$459K +$31K +503 +7%
WAM
508
Weatherly Asset Management
California
$456K +$26.5K +430 +6%
AT
509
Arden Trust
Delaware
$442K -$31.4K -508 -7%
HR
510
Hayden Royal
North Carolina
$441K -$17K -268 -4%
FWM
511
Focused Wealth Management
New York
$436K +$4.63K +75 +1%
AWM
512
Altium Wealth Management
New York
$429K -$1.97K -32 -0.5%
W
513
WealthOne
New York
$424K +$424K +6,872 New
PFA
514
Pinnacle Family Advisors
Missouri
$413K +$865 +14 +0.2%
NIA
515
Northstar Investment Advisors
Colorado
$412K – – –
Citadel Advisors
516
Citadel Advisors
Florida
$406K +$406K +6,581 New
BA
517
Bristlecone Advisors
Washington
$404K +$404K +6,545 New
SYBT
518
Stock Yards Bank & Trust
Kentucky
$386K – – –
VHAM
519
Van Hulzen Asset Management
California
$383K +$50.2K +813 +15%
CW
520
CreativeOne Wealth
Kansas
$381K +$73.8K +1,197 +24%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$381K +$52.9K +857 +16%
BSW
522
Buckingham Strategic Wealth
Missouri
$380K +$71.2K +1,152 +23%
RIA
523
Realta Investment Advisors
Delaware
$378K +$329K +5,335 +667%
V
524
Veritable
Delaware
$377K – – –
GIM
525
Goelzer Investment Management
Indiana
$373K -$607K -9,814 -62%
19 20
21
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