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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 %
REMPR
126
Roof Eidam Maycock Peralta (REMP)
California
$18M -$1.14M -18,532 -6%
AL
127
Aspiriant LLC
California
$17.6M +$26.2K +425 +0.1%
FAIM
128
Financial Advocates Investment Management
Washington
$17.3M +$1.12M +18,138 +7%
GWAG
129
Garrett Wealth Advisory Group
Texas
$17.1M -$32.9K -532 -0.2%
HighTower Advisors
130
HighTower Advisors
Illinois
$16.7M +$5.87M +95,122 +54%
ONST
131
Old North State Trust
North Carolina
$16.4M +$728K +11,801 +5%
HCM
132
Hengehold Capital Management
Ohio
$16.3M +$16.3M +263,830 New
FANJ
133
Financial Architects (New Jersey)
New Jersey
$16.1M +$384K +6,223 +2%
AFNAS
134
American Financial Network Advisory Services
California
$16.1M -$1M -16,318 -6%
LNC
135
Lincoln National Corp
Pennsylvania
$16M +$9.87M +159,891 +160%
TNBTD
136
Trustmark National Bank Trust Department
Mississippi
$16M +$2.65M +42,862 +20%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$15.2M +$5.11M +82,722 +51%
ASN
138
Advisory Services Network
Georgia
$15.1M +$1.83M +29,694 +14%
SVCP
139
Silicon Valley Capital Partners
California
$14.8M +$2.66M +43,087 +22%
TVAMP
140
Tennessee Valley Asset Management Partners
Tennessee
$14.7M +$2.4M +38,854 +20%
SMG
141
Smart Money Group
Texas
$14.4M +$474K +7,677 +3%
SPIA
142
Strategic Point Investment Advisors
Rhode Island
$14.2M +$14.2M +229,700 New
SCM
143
Stonehearth Capital Management
Massachusetts
$14.2M -$103K -1,663 -0.7%
ACP
144
Arcus Capital Partners
Georgia
$14M +$172K +2,779 +1%
PA
145
Parallel Advisors
California
$13.9M +$4.01M +65,028 +40%
TWA
146
Tillar-Wenstrup Advisors
Ohio
$13.8M -$195K -3,163 -1%
CFG
147
Citizens Financial Group
Rhode Island
$13.7M -$1.17M -19,027 -8%
SWM
148
Sequoia Wealth Management
Illinois
$13.4M +$596K +9,477 +5%
FAAS
149
First Allied Advisory Services
California
$13.4M +$606K +9,821 +5%
LFGH
150
Lee Financial Group Hawaii
Hawaii
$13.3M -$17.2M -278,130 -56%
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