USMV icon

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 %
RCM
151
Requisite Capital Management
Texas
$13.3M +$227K +3,680 +2%
AAS
152
Avantax Advisory Services
Texas
$12.9M +$1.07M +17,282 +9%
AWA
153
Acorn Wealth Advisors
Michigan
$12.8M +$1.1M +17,358 +9%
APCM
154
Alaska Permanent Capital Management
Alaska
$12.6M +$12.6M +204,327 New
PWMG
155
Prestige Wealth Management Group
New Jersey
$12.6M +$12.6M +203,758 New
SHJ
156
Sharkey, Howes & Javer
Colorado
$12.5M +$372K +6,028 +3%
Goldman Sachs
157
Goldman Sachs
New York
$12M +$11.1M +180,131 +1,205%
IWC
158
Integrated Wealth Concepts
Massachusetts
$12M +$3.52M +57,013 +42%
CG
159
CFO4Life Group
Texas
$11.9M +$5.1M +82,662 +75%
BCA
160
Bay Colony Advisors
Massachusetts
$11.6M +$984K +15,933 +9%
PAS
161
Partnervest Advisory Services
California
$11.5M +$405K +6,559 +4%
SMC
162
Smith, Moore & Co
Missouri
$11.4M +$1.38M +22,312 +14%
Brown Advisory
163
Brown Advisory
Maryland
$11.1M +$436K +7,055 +4%
FWP
164
FAS Wealth Partners
Kansas
$11.1M -$2.04M -33,088 -16%
PIM
165
Parker Investment Management
California
$10.8M +$8M +129,595 +286%
AIP
166
Ahrens Investment Partners
Louisiana
$10.6M +$76.4K +1,238 +0.7%
FF
167
Friedenthal Financial
New Jersey
$10.4M +$4.63M +75,000 +80%
PP
168
PagnatoKarp Partners
Virginia
$10.4M -$76.7K -1,243 -0.7%
CWM
169
Cornerstone Wealth Management
Missouri
$10.3M +$1.61M +26,059 +19%
RCS
170
Retirement Capital Strategies
California
$10.2M -$1.29M -20,951 -11%
Lido Advisors
171
Lido Advisors
California
$10.1M -$231K -3,736 -2%
CAL
172
Capital Analysts LLC
Pennsylvania
$10.1M +$1.12M +18,085 +12%
Millennium Management
173
Millennium Management
New York
$9.94M +$675K +10,937 +7%
FCA
174
FinTrust Capital Advisors
South Carolina
$9.94M +$55.1K +893 +0.6%
AWMS
175
Advocacy Wealth Management Services
Georgia
$9.8M +$7.21M +116,861 +279%
5 6
7
8 9