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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 %
LFG
326
LifePlan Financial Group
Ohio
$500K +$10.8K +190 +2%
AT
327
Arden Trust
Delaware
$484K -$9.29K -163 -2%
TSS
328
Two Sigma Securities
New York
$477K -$189K -3,319 -28%
MYIA
329
Mount Yale Investment Advisors
Colorado
$477K – – –
BOH
330
Bank of Hawaii
Hawaii
$473K – – –
BWA
331
BDO Wealth Advisors
Florida
$469K -$11.9K -208 -2%
WWM
332
Wagner Wealth Management
South Carolina
$469K – – –
NWS
333
Newport Wealth Strategies
California
$463K -$24.1K -440 -5%
AIA
334
AIMZ Investment Advisors
California
$458K – – –
FHA
335
First Horizon Advisors
Tennessee
$439K -$95.5K -1,676 -18%
TC
336
Truvestments Capital
Florida
$434K -$7.69K -135 -2%
WAM
337
Weatherly Asset Management
California
$429K -$29.6K -518 -6%
Bessemer Group
338
Bessemer Group
New Jersey
$415K – – –
BII
339
Bainco International Investors
Massachusetts
$408K -$129K -2,263 -24%
HWM
340
Holloway Wealth Management
Florida
$403K – – –
PFA
341
Pinnacle Family Advisors
Missouri
$399K +$742 +13 +0.2%
AWM
342
Altium Wealth Management
New York
$398K -$375K -6,582 -49%
PAMG
343
Patton Albertson Miller Group
Tennessee
$394K -$117K -2,166 -23%
CB
344
Commerce Bank
Missouri
$394K +$394K +6,915 New
EFS
345
Essex Financial Services
Connecticut
$393K – – –
NIA
346
Northstar Investment Advisors
Colorado
$380K – – –
SG
347
StoneX Group
New York
$376K +$2.23K +39 +0.6%
SHJ
348
Sharkey, Howes & Javer
Colorado
$376K +$25K +438 +7%
GRP
349
Global Retirement Partners
California
$375K +$165K +2,889 +79%
Northern Trust
350
Northern Trust
Illinois
$368K -$6.73K -118 -2%
12 13
14
15 16