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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 %
BTS
51
BB&T Securities
Virginia
$59.7M +$12.9M +208,957 +28%
PWP
52
Personal Wealth Partners
Minnesota
$57.8M +$3.92M +60,933 +7%
AssetMark Inc
53
AssetMark Inc
California
$56.3M +$1.23M +19,969 +2%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$53.1M +$12.4M +200,894 +30%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$52.1M +$39.4M +638,617 +310%
PAS
56
Park Avenue Securities
New York
$51.5M +$3.45M +55,851 +7%
CG
57
Colony Group
Massachusetts
$49.6M +$21.5M +347,790 +76%
AI
58
Atria Investments
North Carolina
$49.5M +$3.76M +59,874 +8%
MIAN
59
Mariner Independent Advisor Network
Kansas
$48.3M +$8.82M +142,753 +22%
CIA
60
Choate Investment Advisors
Massachusetts
$47.2M +$24.6M +398,750 +109%
SEIA
61
Signature Estate & Investment Advisors
California
$46M +$1.22M +19,693 +3%
JIC
62
Johnson Investment Counsel
Ohio
$42.1M +$7.62M +123,494 +22%
QCM
63
Quest Capital Management
Texas
$40.6M +$145K +2,355 +0.4%
LFAS
64
Level Four Advisory Services
Texas
$40.6M +$10.3M +166,717 +34%
FA
65
Financial Advisors
Massachusetts
$40.3M +$2.54M +41,125 +7%
GW
66
GW & Wade
Massachusetts
$40.2M +$3.61M +58,468 +10%
AWS
67
AJ Wealth Strategies
New York
$40.2M +$463K +7,494 +1%
GWM
68
Geneos Wealth Management
Colorado
$39.4M +$15.9M +258,052 +68%
MCM
69
MV Capital Management
Maryland
$39M +$150K +2,435 +0.4%
TC
70
Telemus Capital
Michigan
$38.6M +$7.19M +117,586 +23%
PFG
71
Pacific Financial Group
Washington
$38.1M – – –
Wellington Management Group
72
Wellington Management Group
Massachusetts
$37.5M – – –
SPIA
73
Steward Partners Investment Advisory
New York
$37.3M +$8.43M +136,515 +29%
FFA
74
Fragasso Financial Advisors
Pennsylvania
$36.6M +$270K +4,371 +0.7%
AWM
75
AE Wealth Management
Kansas
$36.1M +$16.6M +269,483 +85%
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