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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 %
CIM
376
Contravisory Investment Management
Massachusetts
$187K – – –
SPL
377
Smart Portfolios LLC
Washington
$184K -$2.48M -46,740 -93%
PCIA
378
Prime Capital Investment Advisors
Kansas
$170K +$170K +3,194 New
PP
379
PDS Planning
Ohio
$164K -$58.8K -1,106 -26%
TL
380
TrueWealth LLC
Georgia
$154K – – –
LC
381
Landaas & Company
Wisconsin
$153K +$153K +2,881 New
BBHC
382
Brown Brothers Harriman & Co
New York
$151K – – –
BCMIO
383
Beacon Capital Management Inc (Ohio)
Ohio
$124K +$124K +2,331 New
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$120K – – –
PCA
385
Providence Capital Advisors
North Carolina
$117K -$6.39K -120 -5%
AWM
386
Aevitas Wealth Management
Massachusetts
$117K – – –
TCOV
387
Trust Company of Vermont
Vermont
$109K +$13.8K +260 +15%
QCIG
388
Quad-Cities Investment Group
Iowa
$97K +$97K +1,820 New
PW
389
Price Wealth
Texas
$96K – – –
WP
390
WealthShield Partners
North Carolina
$91K -$39.4K -737 -30%
OC
391
Oakworth Capital
Alabama
$87K – – –
WEC
392
Winslow Evans & Crocker
Massachusetts
$86K – – –
AF
393
Advisornet Financial
Minnesota
$82K +$68K +1,285 +487%
SWP
394
Strategic Wealth Partners
Ohio
$80K -$6.78K -128 -8%
CA
395
Crewe Advisors
Utah
$80K – – –
RFWA
396
RPg Family Wealth Advisory
Massachusetts
$78K – – –
WF
397
WealthTrust Fairport
Ohio
$72K +$72K +1,346 New
VFA
398
Valeo Financial Advisors
Indiana
$70K -$5.06K -91 -7%
ME
399
McIlrath & Eck
Washington
$65K -$2.36K -44 -3%
YWP
400
YorkBridge Wealth Partners
New York
$64K -$2.49K -47 -4%
14 15
16
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