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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

463 hedge funds and large institutions have $8.51B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
10.61%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.47%
New
35
Increased
155
Reduced
179
Closed
33
Calls
$1.04M
Puts
$3.22M
Net Calls
-$2.18M
Net Calls Change
-$2.39M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$57M
3
RJA
Raymond James & Associates
Florida
+$47.8M
4
SCM
SCS Capital Management
Massachusetts
+$41M
5
BlackRock
BlackRock
New York
+$32.1M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$36.9M
2
GT
Glenmede Trust
Pennsylvania
-$33.9M
3
Bank of America
Bank of America
North Carolina
-$31.5M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
351
Focused Wealth Management
New York
$257K – – –
PCG
352
Private Capital Group
Connecticut
$254K -$7.31K -137 -3%
DWT
353
Dorsey & Whitney Trust
South Dakota
$250K – – –
DOA
354
D'Orazio & Associates
Virginia
$239K – – –
LCP
355
Legacy Capital Partners
Wisconsin
$238K +$11.9K +224 +5%
IIA
356
IPG Investment Advisors
California
$237K – – –
NL
357
NWAM LLC
Washington
$236K – – –
CA
358
Calton & Associates
Florida
$235K -$113K -2,033 -32%
V
359
Veritable
Delaware
$235K -$10.3K -193 -4%
FPFS
360
First Personal Financial Services
North Carolina
$228K – – –
VHAM
361
Van Hulzen Asset Management
California
$226K -$54.4K -1,024 -19%
FCI
362
Financial Counselors Inc
Kansas
$226K -$20K -376 -8%
NGA
363
Naples Global Advisors
Florida
$224K – – –
FHB
364
First Hawaiian Bank
Hawaii
$210K -$28.1K -529 -12%
LFPWM
365
Leicht Financial Planning & Wealth Management
New Jersey
$208K -$6.12K -115 -3%
LA
366
LexAurum Advisors
Kansas
$206K +$159 +3 +0.1%
EIA
367
Eldridge Investment Advisors
New Hampshire
$205K – – –
PSF
368
Pacific Sun Financial
California
$205K +$205K +3,690 New
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K -$30.8K -580 -13%
CPIA
370
Cornell Pochily Investment Advisors
New York
$201K +$201K +3,790 New
JA
371
JVL Associates
Michigan
$200K +$200K +3,770 New
BFEC
372
Benjamin F. Edwards & Company
Missouri
$198K -$13.7K -258 -6%
GRP
373
Global Retirement Partners
California
$196K +$35.3K +663 +22%
EA
374
Edge Advisors
Georgia
$191K -$7.95K -150 -4%
LNB
375
Ledyard National Bank
$191K – – –
13 14
15
16 17