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
+$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 %
CI
201
CX Institutional
Indiana
$8.43M +$947K +15,333 +13%
EPA
202
Element Pointe Advisors
Florida
$8.42M +$173K +2,803 +2%
FSA
203
Financial Services Advisory
Maryland
$8.12M +$1.7M +27,496 +26%
TA
204
TMD & Associates
Arizona
$8.06M +$59.4K +962 +0.7%
MWA
205
Meridian Wealth Advisors
Texas
$7.96M +$428K +6,939 +6%
WWM
206
Western Wealth Management
Colorado
$7.82M +$2.04M +33,028 +35%
FPGK
207
Financial Partners Group (Kansas)
Kansas
$7.74M -$424K -6,865 -5%
BA
208
Boston Advisors
Massachusetts
$7.74M +$81.8K +1,326 +1%
NS
209
NewDay Solutions
New Hampshire
$7.5M +$7.5M +120,968 New
Deutsche Bank
210
Deutsche Bank
Germany
$7.47M +$7.45M +120,643 +37,938%
AWM
211
Alterna Wealth Management
Texas
$7.45M +$256K +4,153 +4%
JFGIW
212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.38M +$211K +3,420 +3%
BMM
213
Berkshire Money Management
Massachusetts
$7.32M -$490K -7,935 -6%
ACM
214
Allred Capital Management
Texas
$7.31M +$1.77M +28,311 +32%
CI
215
Cavalier Investments
Georgia
$7.06M -$130K -2,113 -2%
NFG
216
Next Financial Group
Texas
$7.03M +$5.78M +93,661 +465%
SPI
217
Santori & Peters Inc
Pennsylvania
$6.98M +$2.2M +35,678 +46%
IWA
218
IBEX Wealth Advisors
New Jersey
$6.92M +$556K +9,004 +9%
AIM
219
Advantage Investment Management
Iowa
$6.89M +$783K +12,687 +13%
PWM
220
PRW Wealth Management
Massachusetts
$6.89M +$2.07M +33,531 +43%
CAC
221
Certified Advisory Corp
Florida
$6.88M +$939K +15,206 +16%
MWC
222
MKD Wealth Coaches
Michigan
$6.86M -$264K -4,284 -4%
IWM
223
IHT Wealth Management
Illinois
$6.75M +$524K +8,493 +8%
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$6.72M +$291K +4,718 +5%
CFD
225
Creative Financial Designs
Indiana
$6.59M +$1.39M +22,036 +27%
7 8
9
10 11