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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 %
SPC
76
Sigma Planning Corp
Michigan
$35.7M +$8.59M +139,127 +32%
Citigroup
77
Citigroup
New York
$34.1M +$6.51M +105,455 +24%
DLIC
78
Daido Life Insurance Company
Japan
$32.3M – – –
Stifel Financial
79
Stifel Financial
Missouri
$32.1M +$1.48M +23,980 +5%
Two Sigma Investments
80
Two Sigma Investments
New York
$30.9M +$4.48M +72,600 +17%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$30.4M +$1.32M +21,405 +5%
TPWA
82
TRUE Private Wealth Advisors
Oregon
$28.5M +$15.9M +256,823 +125%
TCM
83
TD Capital Management
Tennessee
$28.5M +$37.6K +609 +0.1%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$28.3M +$12.4M +200,659 +78%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$27.9M +$80.7K +1,312 +0.3%
MWM
86
Mascoma Wealth Management
New Hampshire
$27.7M +$647K +10,482 +2%
SS
87
Simplicity Solutions
Minnesota
$27.7M +$8.09M +131,133 +41%
QA
88
Quantitative Advantage
Minnesota
$27.6M +$518K +8,393 +2%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$27.5M +$13.6M +220,887 +98%
WP
90
WealthPLAN Partners
Nebraska
$27.4M -$789K -12,466 -3%
EWM
91
Executive Wealth Management
Michigan
$26.6M -$2.66M -43,051 -9%
SWP
92
Stratos Wealth Partners
Ohio
$25.7M +$4.24M +68,745 +20%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$25.6M +$3.2M +51,826 +14%
CAG
94
Crestwood Advisors Group
Massachusetts
$25.2M +$2.18M +35,258 +9%
Comerica Bank
95
Comerica Bank
Texas
$25.1M +$3.76M +59,494 +18%
OAJ
96
Ogorek Anthony Joseph
New York
$24.9M +$228K +3,698 +0.9%
FDCC
97
Foster Dykema Cabot & Co
Massachusetts
$24M -$2.99M -48,459 -11%
WP
98
WealthSource Partners
California
$23.7M +$17.2M +278,340 +263%
PWS
99
Paragon Wealth Strategies
Florida
$23.6M +$2.03M +32,962 +9%
FTIOP
100
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.4M +$23.4M +379,587 New
2 3
4
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