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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
+$184M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$86.6M
4
AG
Advisor Group
Arizona
+$82.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$69.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$57M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$35.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$22M
4
LNC
Lincoln National Corp
Pennsylvania
-$9.15M
5
GFPC
Global Financial Private Capital
Florida
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
EP Wealth Advisors
California
$922K +$922K +16,167 New
CCG
277
Cypress Capital Group
Florida
$895K -$54.8K -960 -6%
WAM
278
Watermark Asset Management
California
$875K -$35K -613 -4%
BRF
279
B. Riley Financial
California
$874K -$32.9K -577 -4%
PCM
280
Price Capital Management
Louisiana
$856K +$856K +15,000 New
LRPA
281
L. Roy Papp & Associates
Arizona
$839K +$227K +3,979 +37%
BBA
282
Braun-Bostich & Associates
Pennsylvania
$820K -$121K -2,126 -13%
PAI
283
Pittenger & Anderson Inc
Nebraska
$817K -$1.88K -33 -0.2%
HIMCH
284
Hartford Investment Management Co (HIMCO)
Connecticut
$800K -$111K -1,940 -12%
GLA
285
Good Life Advisors
Pennsylvania
$796K +$260K +4,561 +49%
SWMG
286
Sanchez Wealth Management Group
Florida
$777K +$42.1K +739 +6%
B
287
Bridgeworth
Alabama
$769K -$12K -316 -2%
PIM
288
Parker Investment Management
California
$745K +$242K +4,248 +48%
ONB
289
Old National Bancorp
Indiana
$728K – – –
MIH
290
Meitav Investment House
Israel
$727K – – –
UIA
291
UBP Investment Advisors
Switzerland
$726K +$726K +12,735 New
PCP
292
Proficio Capital Partners
Massachusetts
$709K +$253K +4,435 +55%
MC
293
Moors & Cabot
Massachusetts
$698K +$101K +1,767 +17%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$669K -$26K -456 -4%
MHS
295
M Holdings Securities
Oregon
$669K +$456 +8 +0.1%
SFI
296
SPC Financial Inc
Maryland
$667K +$137K +2,397 +26%
SF
297
Synovus Financial
Georgia
$656K +$171 +3 +0%
WT
298
Whittier Trust
California
$654K – – –
Brown Advisory
299
Brown Advisory
Maryland
$650K -$219K -3,847 -25%
EAMA
300
EFG Asset Management (Americas)
Florida
$646K – – –
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12
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