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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 %
NFG
251
Next Financial Group
Texas
$1.22M -$290K -5,078 -19%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$1.21M -$13.5K -236 -1%
WGCA
253
Wolf Group Capital Advisors
Virginia
$1.2M +$305K +5,353 +34%
PD
254
Planning Directions
Pennsylvania
$1.18M -$23.5K -412 -2%
RA
255
RFG Advisory
Alabama
$1.17M +$433K +7,584 +59%
ZIG
256
Zurich Insurance Group
Switzerland
$1.17M +$1.17M +20,478 New
AAP
257
Arax Advisory Partners
Colorado
$1.13M +$1.13M +19,756 New
RIA
258
Regal Investment Advisors
Michigan
$1.12M -$908K -15,915 -45%
JCM
259
Jacobi Capital Management
Pennsylvania
$1.09M -$11K -193 -1%
VIA
260
Vantage Investment Advisors
Pennsylvania
$1.09M -$105K -1,833 -9%
OC
261
Oppenheimer & Co
New York
$1.08M -$71.1K -1,247 -6%
BCA
262
Berman Capital Advisors
Georgia
$1.08M -$329K -5,758 -23%
TF
263
TIAA FSB
Florida
$1.06M +$1.06M +18,587 New
AII
264
AGF Investments Inc
Ontario, Canada
$1.04M -$64.8K -1,135 -6%
WB
265
Webster Bank
Connecticut
$1.04M -$31.9K -560 -3%
SBA
266
Secrest Blakey & Associates
North Carolina
$1.01M -$31.4K -549 -3%
JSL
267
JT Stratford LLC
Georgia
$987K +$83.3K +1,461 +9%
EWM
268
Edge Wealth Management
New York
$974K +$305K +5,339 +46%
PWS
269
Paragon Wealth Strategies
Florida
$970K -$2.45K -43 -0.3%
ACM
270
Armbruster Capital Management
New York
$970K +$228 +4 +0%
PCM
271
Parsons Capital Management
Rhode Island
$955K +$29.7K +520 +3%
SAM
272
Silvercrest Asset Management
New York
$953K +$953K +16,706 New
FLI
273
Family Legacy Inc
South Carolina
$950K -$17.7K -311 -2%
Goldman Sachs
274
Goldman Sachs
New York
$932K -$228K -4,001 -20%
WS
275
Wedbush Securities
California
$924K +$215K +3,761 +30%
9 10
11
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