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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

488 hedge funds and large institutions have $10.4B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 219 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+25
Holders Change %
+5.4%
% of All Funds
11.17%
Holding in Top 10
80
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25%
% of All Funds
1.83%
New
56
Increased
219
Reduced
134
Closed
29
Calls
$964K
Puts
$1.01M
Net Calls
-$46K
Net Calls Change
+$2.13M

Top Buyers

1
DCC
Dow Chemical Company
Michigan
$230M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
3
CCMG
Clark Capital Management Group
Pennsylvania
$88.6M
4
AG
Advisor Group
Arizona
$156M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$113M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$614K
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352M
3
CWM
Cornerstone Wealth Management
Missouri
$138M
4
LNC
Lincoln National Corp
Pennsylvania
$7.54M
5
GFPC
Global Financial Private Capital
Florida
$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
226
Parametric Portfolio Associates
Washington
$1.67M -$1.75M -30,665 -51%
MA
227
Mutual Advisors
Nebraska
$1.67M +$138K +2,416 +9%
SG Americas Securities
228
SG Americas Securities
New York
$1.67M -$2.07M -36,231 -55%
WPSG
229
Wealth & Pension Services Group
Georgia
$1.66M +$714K +12,507 +75%
BS
230
Banco Santander
Spain
$1.65M -$228 -4 -0%
MSA
231
Marino Stram & Associates
Massachusetts
$1.65M +$152K +2,666 +10%
IP
232
Intellectus Partners
California
$1.63M – – –
SFG
233
StrategIQ Financial Group
Indiana
$1.63M -$599K -10,510 -27%
AA
234
Ancora Advisors
Ohio
$1.56M +$136K +2,383 +10%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$292K -5,120 -16%
WF
236
Welch & Forbes
Massachusetts
$1.53M – – –
Bank of New York Mellon
237
Bank of New York Mellon
New York
$1.51M -$417K -7,305 -22%
CC
238
Courier Capital
New York
$1.44M +$94.4K +1,654 +7%
6M
239
6 Meridian
Kansas
$1.42M -$3.01M -52,803 -68%
Daiwa Securities Group
240
Daiwa Securities Group
Japan
$1.35M -$57K -1,000 -4%
AFP
241
Ausdal Financial Partners
Iowa
$1.34M +$60.9K +1,067 +5%
Creative Planning
242
Creative Planning
Kansas
$1.34M +$77.5K +1,359 +6%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$1.34M +$151K +2,654 +13%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$1.34M -$41.5K -725 -3%
PFS
245
Prospera Financial Services
Texas
$1.29M -$608K -11,201 -32%
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M +$169K +2,965 +15%
S
247
SignatureFD
Georgia
$1.27M – – –
WSTAM
248
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M +$545K +9,558 +77%
CAM
249
Concorde Asset Management
Michigan
$1.23M +$267K +4,687 +28%
FCT
250
Family Capital Trust
Massachusetts
$1.23M -$81.9K -1,435 -6%
8 9
10
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