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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 %
AWM
176
Avior Wealth Management
Nebraska
$9.8M +$9.8M +158,711 New
TW
177
Transform Wealth
Colorado
$9.79M +$9.79M +158,654 New
ECML
178
Eagle Capital Management (Louisiana)
Louisiana
$9.78M +$2.79M +45,132 +40%
S
179
SimplyRich
California
$9.75M +$27.2K +440 +0.3%
IA
180
IFG Advisory
Georgia
$9.6M +$1.43M +17,030 +17%
KA
181
Klingman & Associates
New York
$9.44M +$1.8M +29,230 +24%
William Blair & Company
182
William Blair & Company
Illinois
$9.21M +$616K +9,982 +7%
WCG
183
Weaver Consulting Group
California
$9.18M +$369K +5,985 +4%
EWF
184
Epstein & White Financial
California
$9.16M +$515K +8,415 +6%
RJT
185
Raymond James Trust
Florida
$9.03M -$643K -10,408 -7%
AAP
186
Arax Advisory Partners
Colorado
$8.96M +$8.96M +145,171 New
Bank of New York Mellon
187
Bank of New York Mellon
New York
$8.93M +$4.75M +76,959 +114%
SWMG
188
Sanchez Wealth Management Group
Florida
$8.93M +$109K +1,759 +1%
LIA
189
LS Investment Advisors
Michigan
$8.9M +$340K +5,500 +4%
MA
190
MONECO Advisors
Connecticut
$8.83M -$104K -1,686 -1%
RWG
191
Regal Wealth Group
California
$8.78M +$94.1K +1,524 +1%
TI
192
TTP Investments
California
$8.78M +$806K +13,053 +10%
WI
193
Wintrust Investments
Illinois
$8.72M +$576K +9,326 +7%
SCA
194
Snowden Capital Advisors
New York
$8.65M +$1.03M +16,731 +14%
MBT
195
Montecito Bank & Trust
California
$8.64M +$2.79M +45,226 +48%
SB
196
Suntrust Banks
Georgia
$8.62M +$523K +8,470 +6%
SAM
197
Stringer Asset Management
Tennessee
$8.6M +$3.54M +57,296 +70%
IDA
198
Intelligence Driven Advisers
California
$8.57M +$8.21M +133,055 +2,330%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$8.52M +$748K +12,119 +10%
MNBTD
200
Moody National Bank Trust Division
Texas
$8.45M – – –
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