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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 %
FTS
301
Fifth Third Securities
Ohio
$638K +$341K +5,956 +115%
SBL
302
Sargent Bickham Lagudis
Colorado
$629K – – –
RFC
303
Regions Financial Corp
Alabama
$628K +$66.8K +1,172 +12%
BHB
304
Bank Hapoalim BM
Israel
$617K -$3.71K -65 -0.6%
Allianz Asset Management
305
Allianz Asset Management
Germany
$614K -$57M -999,914 -99%
Wolverine Trading
306
Wolverine Trading
Illinois
$614K -$483K -8,460 -44%
HPC
307
Hobart Private Capital
North Carolina
$603K -$6.67K -117 -1%
FFBTD
308
First Financial Bank - Trust Division
Ohio
$599K -$25.7K -451 -4%
GKWIM
309
Gerber Kawasaki Wealth & Investment Management
California
$597K +$8.95K +157 +2%
AP
310
Appleton Partners
Massachusetts
$570K -$12.3K -215 -2%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$569K -$1.19M -20,822 -68%
VR
312
Viridian RIA
Washington
$569K +$569K +9,986 New
State Street
313
State Street
Massachusetts
$567K -$19.7K -346 -3%
ACP
314
Aveo Capital Partners
Colorado
$564K +$184K +3,340 +49%
Millennium Management
315
Millennium Management
New York
$561K -$1.48M -25,902 -72%
MA
316
MCF Advisors
Kentucky
$561K +$77.5K +1,359 +16%
CWS
317
Cypress Wealth Services
California
$559K -$1.71K -30 -0.3%
VAM
318
Visionary Asset Management
Texas
$548K -$13.9K -242 -2%
IWC
319
Integrated Wealth Concepts
Massachusetts
$535K -$17.4K -304 -3%
DWM
320
Dynasty Wealth Management
Florida
$520K +$69.6K +1,220 +15%
WSFS
321
Wilmington Savings Fund Society
Delaware
$519K +$74.5K +1,306 +17%
VWA
322
V Wealth Advisors
Kansas
$518K – – –
BFEC
323
Benjamin F. Edwards & Company
Missouri
$511K +$298K +5,218 +140%
SFSIG
324
San Francisco Sentry Investment Group
California
$509K +$21.4K +375 +4%
IWA
325
Intercontinental Wealth Advisors
Texas
$508K +$508K +8,908 New
11 12
13
14 15