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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 %
SFA
101
Stewardship Financial Advisors
Georgia
$23.3M -$2.07M -33,572 -8%
LWA
102
Lowe Wealth Advisors
Maryland
$23.1M +$64.3K +1,041 +0.3%
Nuveen Asset Management
103
Nuveen Asset Management
Illinois
$23.1M -$212K -3,430 -0.9%
MIH
104
Madison Investment Holdings
Wisconsin
$22.6M +$156K +2,529 +0.7%
TIA
105
Traphagen Investment Advisors
New Jersey
$22.1M +$4.59M +74,350 +26%
GKWIM
106
Gerber Kawasaki Wealth & Investment Management
California
$21.9M +$2.92M +47,239 +15%
TFS
107
TrustCore Financial Services
Tennessee
$21.3M +$721K +11,677 +3%
TF
108
Tompkins Financial
New York
$21.3M -$273K -4,428 -1%
HFA
109
High Falls Advisors
New York
$20.8M -$40.1K -649 -0.2%
TC
110
Trilogy Capital
California
$20.6M -$51.8K -819 -0.3%
BFG
111
Barber Financial Group
Kansas
$20.4M +$529K +8,576 +3%
WDL
112
Well Done LLC
Michigan
$20.2M +$609K +9,868 +3%
NCM
113
Novare Capital Management
North Carolina
$20.1M +$4.25M +68,807 +27%
CB
114
Community Bank
New York
$19.7M -$58.6K -950 -0.3%
NAM
115
North American Management
Massachusetts
$19.6M +$11.5M +186,698 +144%
PCFFS
116
Pacific Center for Financial Services
California
$19.4M +$4.03M +65,284 +26%
PFA
117
Pettinga Financial Advisors
Indiana
$19M -$3.92M -63,487 -17%
QI
118
QS Investors
New York
$18.9M -$11.9M -192,570 -39%
CAL
119
Capital Advisors Ltd
Ohio
$18.9M -$1.22M -19,775 -6%
NA
120
NewEdge Advisors
Louisiana
$18.6M +$2.53M +41,054 +16%
BRWA
121
B. Riley Wealth Advisors
Florida
$18.1M +$1.97M +31,959 +12%
GHA
122
GW Henssler & Associates
Georgia
$18.1M +$2.54M +41,143 +16%
CFGS
123
Concourse Financial Group Securities
Alabama
$18.1M +$1.25M +20,255 +7%
PS
124
Portfolio Strategies
New York
$18M +$233K +3,767 +1%
CS
125
Comerica Securities
Michigan
$18M +$1.14M +18,463 +7%
3 4
5
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