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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 %
HCA
601
Heck Capital Advisors
Wisconsin
$188K +$188K +3,050 New
TL
602
TrueWealth LLC
Georgia
$184K – – –
BBHC
603
Brown Brothers Harriman & Co
New York
$175K – – –
CCM
604
Covington Capital Management
California
$160K – – –
PCA
605
Providence Capital Advisors
North Carolina
$152K -$74.1K -1,198 -33%
BWM
606
BerganKDV Wealth Management
Minnesota
$151K +$80.4K +1,300 +114%
TC
607
Truvestments Capital
Florida
$149K – – –
QCIG
608
Quad-Cities Investment Group
Iowa
$143K – – –
MWP
609
MYCIO Wealth Partners
Pennsylvania
$137K +$137K +2,223 New
APW
610
Acima Private Wealth
Virginia
$131K – – –
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$129K -$30.9K -500 -19%
PCG
612
Private Capital Group
Connecticut
$123K -$106K -1,975 -46%
MA
613
MUFG Americas
New York
$114K +$92.4K +1,500 +429%
WEC
614
Winslow Evans & Crocker
Massachusetts
$112K – – –
PW
615
Price Wealth
Texas
$111K – – –
HWM
616
Holloway Wealth Management
Florida
$110K -$104K – –
VCM
617
Vigilant Capital Management
Maine
$110K +$110K +1,781 New
TCOV
618
Trust Company of Vermont
Vermont
$109K -$4.34K -70 -4%
CC
619
Cassaday & Co
Virginia
$108K – – –
1IA
620
1834 Investment Advisors
Wisconsin
$107K +$107K +1,734 New
TFGT
621
TS Financial Group (TSFG)
Illinois
$106K +$24.7K +400 +30%
OC
622
Oakworth Capital
Alabama
$101K – – –
RFWA
623
RPg Family Wealth Advisory
Massachusetts
$96.5K +$5.93K +96 +7%
CA
624
Crewe Advisors
Utah
$93K – – –
CB
625
CNB Bank
Pennsylvania
$87K +$87K +1,413 New
23 24
25
26 27