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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 %
SB
551
Strategic Blueprint
Georgia
$308K +$91.8K +1,487 +42%
FNT
552
First National Trust
Pennsylvania
$305K -$41.6K -673 -12%
DWM
553
Darwin Wealth Management
Florida
$301K -$2.53K -41 -0.8%
5L
554
55I LLC
Massachusetts
$300K +$300K +4,853 New
SWA
555
Stratos Wealth Advisors
Ohio
$299K +$8.88K +144 +3%
DSC
556
Duncker Streett & Co
Missouri
$297K +$3.89K +63 +1%
FVWA
557
Foster Victor Wealth Advisors
South Carolina
$294K +$26.4K +420 +10%
GM
558
GeoWealth Management
Illinois
$290K +$290K +4,700 New
MFW
559
Meristem Family Wealth
Minnesota
$289K +$55.3K +894 +24%
TPA
560
Trivium Point Advisory
Connecticut
$284K +$19.4K +314 +7%
BWA
561
BDO Wealth Advisors
Florida
$281K -$2.78K -45 -1%
DOA
562
D'Orazio & Associates
Virginia
$277K – – –
CFG
563
Cooper Financial Group
California
$276K -$10.2K -165 -4%
GWM
564
Greenwich Wealth Management
Connecticut
$269K +$269K +4,351 New
PP
565
PDS Planning
Ohio
$265K +$617 +10 +0.2%
AllianceBernstein
566
AllianceBernstein
Tennessee
$262K -$38.7M -626,055 -99%
NGA
567
Naples Global Advisors
Florida
$262K – – –
CAM
568
Cresset Asset Management
Illinois
$261K +$116K +1,884 +81%
CIAS
569
Capital Investment Advisory Services
North Carolina
$260K +$147K +2,340 +130%
EWM
570
Empirical Wealth Management
Washington
$260K +$260K +4,215 New
SAM
571
Shamrock Asset Management
Texas
$253K -$30.3K -490 -11%
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$249K -$6.25K -100 -2%
PWP
573
Principle Wealth Partners
Connecticut
$247K -$139K -2,255 -36%
FPFS
574
First Personal Financial Services
North Carolina
$247K – – –
GAM
575
Grandview Asset Management
Pennsylvania
$245K +$124 +2 +0.1%
21 22
23
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