USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

612 hedge funds and large institutions have $12.5B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 247 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+124
Holders Change %
+25.41%
% of All Funds
13.66%
Holding in Top 10
134
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+67.5%
% of All Funds
2.99%
New
165
Increased
247
Reduced
130
Closed
37
Calls
$16M
Puts
$1.58M
Net Calls
+$14.5M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
3
S
SignatureFD
Georgia
+$148M
4
Morgan Stanley
Morgan Stanley
New York
+$115M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$358M
2
QI
QS Investors
New York
-$34.8M
3
NIMI
Natixis Investment Managers International
France
-$24.7M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$13.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
326
Goldman Sachs
New York
$1.35M +$496K +9,471 +58%
CWM
327
CCG Wealth Management
California
$1.35M +$1.35M +25,752 New
CC
328
Courier Capital
New York
$1.35M +$24.7K +471 +2%
CWM
329
Centric Wealth Management
Illinois
$1.33M +$1.33M +25,348 New
TC
330
Telemus Capital
Michigan
$1.32M +$1.32M +25,244 New
Jane Street
331
Jane Street
New York
$1.28M +$1.28M +24,462 New
CBT
332
Central Bank & Trust
Kentucky
$1.26M +$1.26M +24,107 New
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$1.24M -$5.24K -100 -0.4%
BDF
334
Black Diamond Financial
Maryland
$1.17M +$1.17M +22,540 New
PFS
335
Prospera Financial Services
Texas
$1.13M -$114K -2,172 -9%
CWM
336
Concentrum Wealth Management
California
$1.13M +$1.13M +21,604 New
CFA
337
Capstone Financial Advisors
Illinois
$1.13M +$1.13M +21,581 New
CAM
338
Concorde Asset Management
Michigan
$1.12M -$12.6K -241 -1%
FCT
339
Family Capital Trust
Massachusetts
$1.11M -$21K -401 -2%
SAM
340
Silvercrest Asset Management
New York
$1.1M +$226K +4,307 +26%
WS
341
Wedbush Securities
California
$1.1M +$250K +4,781 +30%
JG
342
Jefferies Group
New York
$1.1M +$1.1M +20,965 New
SCA
343
Stillwater Capital Advisors
Pennsylvania
$1.08M +$1.08M +20,686 New
PD
344
Planning Directions
Pennsylvania
$1.06M -$15.1K -289 -1%
RSWM
345
Robertson Stephens Wealth Management
California
$1.06M +$1.06M +20,295 New
JSL
346
JT Stratford LLC
Georgia
$1.06M +$150K +2,865 +17%
PSG
347
Planning Solutions Group
Maryland
$1.02M +$1.02M +19,491 New
CA
348
Claro Advisors
Massachusetts
$1.02M +$1.02M +17,856 New
PCM
349
Parsons Capital Management
Rhode Island
$1.01M +$134K +2,550 +15%
SFA
350
Semmax Financial Advisors
North Carolina
$994K +$994K +18,973 New
12 13
14
15 16