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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 %
PPA
576
Parametric Portfolio Associates
Washington
$244K -$175K -2,843 -42%
BFA
577
Beaumont Financial Advisors
Massachusetts
$239K +$239K +3,864 New
AP
578
Arlington Partners
Alabama
$236K – – –
VR
579
Viridian RIA
Washington
$235K -$4.08K -66 -2%
WA
580
WBH Advisory
Maryland
$234K +$234K +3,804 New
JA
581
JVL Associates
Michigan
$233K – – –
PMG
582
ProVise Management Group
Florida
$228K -$3.09K -50 -1%
MWM
583
Marietta Wealth Management
Georgia
$228K +$228K +3,690 New
LP
584
LGL Partners
Pennsylvania
$227K – – –
MIC
585
Means Investment Company
Maine
$226K – – –
MAS
586
Managed Account Services
Florida
$226K – – –
RW
587
RVW Wealth
California
$224K – – –
MWA
588
Martel Wealth Advisors
Washington
$216K +$216K +3,499 New
AC
589
Avestar Capital
New York
$214K -$13.7K -225 -6%
TWM
590
Titus Wealth Management
California
$214K +$214K +3,465 New
PSF
591
Pacific Sun Financial
California
$213K +$213K +3,456 New
HCA
592
Harbour Capital Advisors
Virginia
$210K – – –
LNB
593
Ledyard National Bank
$207K +$207K +3,350 New
SFA
594
Semmax Financial Advisors
North Carolina
$205K -$692K -11,233 -77%
RMAM
595
Raab & Moskowitz Asset Management
New Jersey
$205K +$205K +3,326 New
SFM
596
Signet Financial Management
New Jersey
$204K +$204K +3,210 New
JWBC
597
J.W. Burns & Co
New York
$204K +$204K +3,298 New
HB
598
Homrich & Berg
Georgia
$203K +$203K +3,288 New
ESB
599
Essex Savings Bank
Connecticut
$200K – – –
VFA
600
Valeo Financial Advisors
Indiana
$197K +$14.5K +235 +8%
22 23
24
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