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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 %
OBWP
351
O'Brien Wealth Partners
Massachusetts
$354K +$14.7K +258 +4%
MSAM
352
Moloney Securities Asset Management
Missouri
$343K +$30.8K +540 +10%
FCIM
353
Fairview Capital Investment Management
California
$341K +$27.1K +475 +9%
PJSIMP
354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K +$17.1K +300 +5%
PL
355
Parthenon LLC
Kentucky
$335K – – –
NF
356
Nikulski Financial
Iowa
$332K +$332K +6,070 New
BA
357
BCM Advisors
Louisiana
$330K – – –
PWW
358
Pettyjohn Wood & White
Virginia
$330K +$285 +5 +0.1%
CAS
359
Cue Advisory Services
Arizona
$325K -$33.4K -585 -9%
SIAS
360
Shine Investment Advisory Services
Colorado
$325K – – –
AC
361
Abbrea Capital
California
$322K – – –
FNT
362
First National Trust
Pennsylvania
$316K – – –
APSP
363
Asset Planning Services (Pennsylvania)
Pennsylvania
$316K +$2.32K +41 +0.7%
KWM
364
Kingsview Wealth Management
Oregon
$308K +$308K +5,400 New
C
365
Clearshares
New York
$306K -$1.82K -32 -0.6%
NL
366
NWAM LLC
Washington
$303K +$49.9K +875 +20%
LCP
367
Legacy Capital Partners
Wisconsin
$298K +$43.3K +760 +17%
CA
368
Calton & Associates
Florida
$293K +$51.6K +905 +21%
DWM
369
Dakota Wealth Management
Florida
$292K +$292K +5,117 New
BFIM
370
Beese Fulmer Investment Management
Ohio
$290K – – –
BFPW
371
BOK Financial Private Wealth
Colorado
$287K -$6.21K -109 -2%
PA
372
Parallel Advisors
California
$287K +$4.57K +80 +2%
SCM
373
Shelton Capital Management
Colorado
$285K – – –
WTC
374
WhitTier Trust Company
Nevada
$279K – – –
FWM
375
Focused Wealth Management
New York
$277K +$1.09K +19 +0.4%
13 14
15
16 17