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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 %
OIA
626
OneDigital Investment Advisors
Kansas
$85K +$85K +1,380 New
SMG
627
Spectrum Management Group
Indiana
$82K – – –
GWMIA
628
Global Wealth Management Investment Advisory
Florida
$77K -$166K -2,702 -68%
YWP
629
YorkBridge Wealth Partners
New York
$73K – – –
CFB
630
Cullen/Frost Bankers
Texas
$71K -$62 -1 -0.1%
AWM
631
Apollon Wealth Management
South Carolina
$71K +$71K +1,156 New
HNB
632
Huntington National Bank
Ohio
$70K -$99K – –
ME
633
McIlrath & Eck
Washington
$69K – – –
GT
634
Glenmede Trust
Pennsylvania
$66.4K +$3.77K +61,094 +6%
LPWM
635
Lake Point Wealth Management
Texas
$66K – – –
AIM
636
Anchor Investment Management
South Carolina
$65.2K – – –
OSNBOA
637
Old Second National Bank of Aurora
Illinois
$62K -$28.5K -460 -32%
SSB
638
Sandy Spring Bank
Maryland
$59K – – –
CBT
639
Capital Bank & Trust
California
$59K – – –
ST
640
Smithfield Trust
Pennsylvania
$58K – – –
JFA
641
JNBA Financial Advisors
Minnesota
$55K -$3.49K -57 -6%
EWM
642
Endurance Wealth Management
Rhode Island
$48K – – –
HGWM
643
Harvest Group Wealth Management
Massachusetts
$48K +$48K +778 New
Rockefeller Capital Management
644
Rockefeller Capital Management
New York
$46K – – –
LWM
645
Lenox Wealth Management
Ohio
$46K +$19.2K +315 +72%
TA
646
TCG Advisors
Texas
$45K +$38.3K +617 +577%
DPA
647
Delphi Private Advisors
California
$43K +$43K +699 New
LB
648
Legacy Bridge
Iowa
$42K – – –
AIP
649
Ameritas Investment Partners
Nebraska
$39K – – –
PC
650
Permanens Capital
New York
$36K -$106K -1,733 -75%
24 25
26
27 28