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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

463 hedge funds and large institutions have $8.51B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
10.61%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.47%
New
35
Increased
155
Reduced
179
Closed
33
Calls
$1.04M
Puts
$3.22M
Net Calls
-$2.18M
Net Calls Change
-$2.39M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$152M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$248M
3
RJA
Raymond James & Associates
Florida
$663M
4
SCM
SCS Capital Management
Massachusetts
$41M
5
BlackRock
BlackRock
New York
$321M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$1.03B
4
BCI
Brinker Capital Investments
Pennsylvania
$272K
5
EMPI
Elo Mutual Pension Insurance
Finland
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRF
251
B. Riley Financial
California
$845K – – –
JSL
252
JT Stratford LLC
Georgia
$842K -$4.41K -83 -0.5%
WGCA
253
Wolf Group Capital Advisors
Virginia
$833K +$466K +8,765 +127%
Brown Advisory
254
Brown Advisory
Maryland
$810K +$207K +3,897 +34%
EWF
255
Epstein & White Financial
California
$764K -$21.3K -402 -3%
PAI
256
Pittenger & Anderson Inc
Nebraska
$763K -$10.9K -205 -1%
AWM
257
Altium Wealth Management
New York
$721K +$214K +4,023 +42%
LSAG
258
Lake Street Advisors Group
New Hampshire
$695K – – –
RA
259
RFG Advisory
Alabama
$688K +$688K +12,942 New
SWMG
260
Sanchez Wealth Management Group
Florida
$685K +$45.7K +860 +7%
ONB
261
Old National Bancorp
Indiana
$678K +$87.9K +1,654 +15%
FA
262
FDx Advisors
Illinois
$677K -$354K -6,664 -34%
WS
263
Wedbush Securities
California
$661K +$210K +3,946 +46%
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$657K -$71.4K -1,343 -10%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$647K -$42.9K -807 -6%
AIM
266
Advantage Investment Management
Iowa
$646K -$12.5M -234,618 -95%
EWM
267
Edge Wealth Management
New York
$624K +$439K +8,245 +237%
MHS
268
M Holdings Securities
Oregon
$623K -$94.2K -1,772 -13%
TSS
269
Two Sigma Securities
New York
$621K -$542K -10,203 -47%
SF
270
Synovus Financial
Georgia
$611K – – –
WT
271
Whittier Trust
California
$609K – – –
EAMA
272
EFG Asset Management (Americas)
Florida
$602K +$306K +5,750 +103%
IP
273
Investment Partners
Ohio
$587K – – –
SBL
274
Sargent Bickham Lagudis
Colorado
$586K – – –
FFBTD
275
First Financial Bank - Trust Division
Ohio
$583K -$12.2K -230 -2%
9 10
11
12 13