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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 %
PL
526
Parthenon LLC
Kentucky
$363K – – –
EIA
527
Eldridge Investment Advisors
New Hampshire
$363K +$20K +325 +6%
MAU
528
MRA Associates USA
Arizona
$362K +$51.4K +833 +17%
CTI
529
Community Trust & Investment
Kentucky
$361K -$66.7K -1,081 -16%
PWW
530
Pettyjohn Wood & White
Virginia
$358K +$308 +5 +0.1%
BA
531
BCM Advisors
Louisiana
$357K – – –
SIAS
532
Shine Investment Advisory Services
Colorado
$352K – – –
AC
533
Abbrea Capital
California
$347K – – –
HSA
534
HBK Sorce Advisory
Pennsylvania
$346K -$215K -3,484 -38%
CA
535
Continuum Advisory
Idaho
$345K +$345K +5,569 New
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$338K +$338K +5,471 New
FT
537
Fiduciary Trust
Massachusetts
$331K – – –
LA
538
LexAurum Advisors
Kansas
$327K +$86.7K +1,405 +36%
CFG
539
CMC Financial Group
Georgia
$322K -$43.1K -697 -12%
BW
540
Bison Wealth
Georgia
$321K +$72.9K +1,182 +29%
OFG
541
OmniStar Financial Group
North Carolina
$320K +$52.4K +849 +20%
WTC
542
WhitTier Trust Company
Nevada
$319K – – –
BMCM
543
Bryn Mawr Capital Management
Pennsylvania
$319K +$319K +5,175 New
PCMC
544
Private Capital Management (Colorado)
Colorado
$318K +$72.9K +1,182 +30%
BFIM
545
Beese Fulmer Investment Management
Ohio
$314K – – –
AIC
546
Archer Investment Corporation
Indiana
$312K -$8.83K -143 -3%
HIM
547
Hanlon Investment Management
New Jersey
$312K +$96.6K +1,568 +45%
BCA
548
Berman Capital Advisors
Georgia
$311K -$148K -2,405 -32%
BFPW
549
BOK Financial Private Wealth
Colorado
$311K – – –
SCM
550
Shelton Capital Management
Colorado
$309K +$291K +4,710 +1,602%
20 21
22
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