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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 %
NR
676
Newfound Research
Massachusetts
$7K +$2.14K +36 +44%
UB
677
UMB Bank
Missouri
$6.58K +$326 +5,275 +5%
BFC
678
Bedel Financial Consulting
Indiana
$6K – – –
KFS
679
Kelly Financial Services
Massachusetts
$5.46K +$5.46K +88 New
RFA
680
Reilly Financial Advisors
California
$5K – – –
AWM
681
AllSquare Wealth Management
New York
$5K – – –
DWM
682
Doyle Wealth Management
Florida
$5K +$5K +75 New
SIS
683
Sound Income Strategies
Florida
$4K – – –
IRC
684
Investors Research Corp
Georgia
$3K +$3K +41 New
First Manhattan
685
First Manhattan
New York
$3K +$3K +51 New
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +25 New
MWM
687
Meridian Wealth Management
Kentucky
$1.5K +$1.5K +2,429 New
BRWM
688
B. Riley Wealth Management
Tennessee
$1.23K +$283 +4,580 +30%
LDFR
689
Lehman & Derafelo Financial Resources
Pennsylvania
$1K -$267 -4 -21%
MF
690
Manchester Financial
California
$1K +$1K +15 New
WIM
691
Westside Investment Management
California
$536 +$536 +8,696 New
CPIA
692
Cornell Pochily Investment Advisors
New York
$382 +$110 +1,785 +41%
ACA
693
Ackerman Capital Advisors
Texas
$256 +$256 +4,139 New
Susquehanna International Group
694
Susquehanna International Group
Pennsylvania
– -$14.3M -242,395 Closed
FA
695
Freestate Advisors
Kansas
– -$5.27M -89,583 Closed
LC
696
Lunia Capital
Texas
– -$5.18M -88,139 Closed
RCG
697
Ruggie Capital Group
Florida
– -$895K -15,216 Closed
Wolverine Trading
698
Wolverine Trading
Illinois
– -$893K -15,191 Closed
MIH
699
Meitav Investment House
Israel
– -$767K -13,038 Closed
CRWM
700
Castle Rock Wealth Management
California
– -$1K -12,920 Closed
25 26 27
28
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