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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
$2.03B
2
Wells Fargo
Wells Fargo
California
$780M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$446M
4
Morgan Stanley
Morgan Stanley
New York
$783M
5
RJA
Raymond James & Associates
Florida
$1.34B

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$345M
2
AllianceBernstein
AllianceBernstein
Tennessee
$262K
3
BCI
Brinker Capital Investments
Pennsylvania
$6.5M
4
LFGH
Lee Financial Group Hawaii
Hawaii
$13.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
701
AGF Investments Inc
Ontario, Canada
– -$668K -11,354 Closed
SCA
702
Stillwater Capital Advisors
Pennsylvania
– -$610K -10,377 Closed
TFS
703
Thoroughbred Financial Services
Tennessee
– -$529K -8,995 Closed
HF
704
HRT Financial
New York
– -$486K -8,267 Closed
MC
705
Muzinich & Co
New York
– -$471 -8,009 Closed
FAM
706
Formidable Asset Management
Ohio
– -$378K -4,364 Closed
BJL
707
Brighton Jones LLC
Washington
– -$215K -3,661 Closed
SPL
708
Smart Portfolios LLC
Washington
– -$193K -3,284 Closed
Simplex Trading
709
Simplex Trading
Illinois
– -$171K -2,911 Closed
AA
710
Advisory Alpha
Michigan
– -$169K -2,873 Closed
CMO
711
Covenant Multifamily Offices
Texas
– -$155K -2,644 Closed
SL
712
Salomon & Ludwin
Virginia
– -$143K -2,431 Closed
WAM
713
Wealthspire Advisors (Maryland)
Maryland
– -$135K -2,288 Closed
AWM
714
Aevitas Wealth Management
Massachusetts
– -$131K -2,238 Closed
SWM
715
SeaCrest Wealth Management
New York
– -$94K -1,604 Closed
BBNA
716
Bremer Bank National Association
Minnesota
– -$66K -1,105 Closed
NWM
717
Northwest Wealth Management
Iowa
– -$39K -656 Closed
AS
718
Altshuler Shaham
Israel
– -$5K -291 Closed
KPW
719
Kore Private Wealth
New York
– -$7K -118 Closed
NWA
720
New World Advisors
Massachusetts
– -$4K -72 Closed
BRC
721
Bell Rock Capital
Delaware
– -$3K -57 Closed
QAM
722
QCI Asset Management
New York
– -$2K -38 Closed
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