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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 %
AIL
651
AGF Investments LLC
Ontario, Canada
$35K – – –
FRA
652
Front Row Advisors
California
$34K – – –
UBS AM
653
UBS AM
Illinois
$32.2K +$5.62K +91 +21%
SCA
654
Stonebridge Capital Advisors
Minnesota
$31K +$31K +502 New
CG
655
Cutler Group
California
$30K -$379K -6,300 -93%
BBA
656
Braun-Bostich & Associates
Pennsylvania
$30K -$68.8K -1,123 -70%
PFSC
657
Peoples Financial Services Corp
Pennsylvania
$27K – – –
VNA
658
Valley National Advisers
Pennsylvania
$24K +$7.7K +127 +47%
TRCT
659
Tower Research Capital (TRC)
New York
$19K -$288K -4,548 -94%
BWP
660
Baldwin Wealth Partners
Massachusetts
$19K – – –
OIA
661
Optimum Investment Advisors
Illinois
$19K – – –
W
662
WealthStone
Ohio
$17.5K – – –
GI
663
Gradient Investments
Minnesota
$16K -$6.05K -99 -27%
HCC
664
Hirtle Callaghan & Co
Pennsylvania
$16K – – –
EK
665
Evensky & Katz
Florida
$16K +$62 +1 +0.4%
CTC
666
Central Trust Company
Missouri
$15K +$15K +243 New
Parallax Volatility Advisers
667
Parallax Volatility Advisers
California
$14K +$13.9K +228 +22,800%
TFO
668
Tarbox Family Office
California
$13K – – –
BAM
669
Barrett Asset Management
New York
$12K – – –
QCG
670
Quadrant Capital Group
Ohio
$12K – – –
MCM
671
McMillion Capital Management
North Carolina
$12K +$12K +193 New
CIR
672
Clear Investment Research
Georgia
$11K +$11K +173 New
AA
673
AlphaMark Advisors
Kentucky
$9K – – –
RIA
674
RPG Investment Advisory
California
$8K +$63 +1 +0.8%
HS
675
Horan Securities
United States
$7K – – –
25 26
27
28 29