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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 %
DP
376
Denver PWM
Colorado
$270K +$270K +4,835 New
DWT
377
Dorsey & Whitney Trust
South Dakota
$268K – – –
DWM
378
Darwin Wealth Management
Florida
$266K +$266K +4,757 New
FPFS
379
First Personal Financial Services
North Carolina
$260K +$15.3K +269 +6%
DOA
380
D'Orazio & Associates
Virginia
$256K – – –
IIA
381
IPG Investment Advisors
California
$254K – – –
VHAM
382
Van Hulzen Asset Management
California
$243K – – –
PCA
383
Providence Capital Advisors
North Carolina
$243K +$118K +2,060 +94%
CWA
384
Cypress Wealth Advisors
California
$241K -$49.6K -870 -17%
PCG
385
Private Capital Group
Connecticut
$241K -$31K -543 -11%
FT
386
Fiduciary Trust
Massachusetts
$232K +$232K +4,059 New
BF
387
BOK Financial
Oklahoma
$230K -$78K -1,365 -25%
NGA
388
Naples Global Advisors
Florida
$226K -$14.3K -250 -6%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$5.48K +96 +2%
LFPWM
390
Leicht Financial Planning & Wealth Management
New Jersey
$223K – – –
LA
391
LexAurum Advisors
Kansas
$222K +$171 +3 +0.1%
TRCT
392
Tower Research Capital (TRC)
New York
$222K +$159K +2,800 +255%
EIA
393
Eldridge Investment Advisors
New Hampshire
$220K – – –
AIM
394
Advantage Investment Management
Iowa
$219K -$474K -8,310 -68%
Sumitomo Mitsui Trust Group
395
Sumitomo Mitsui Trust Group
Japan
$217K +$217K +3,799 New
CPIA
396
Cornell Pochily Investment Advisors
New York
$216K +$285 +5 +0.1%
JA
397
JVL Associates
Michigan
$215K – – –
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$214K -$214K -3,750 -50%
PMG
399
ProVise Management Group
Florida
$213K +$213K +3,728 New
MFW
400
Mosaic Family Wealth
Missouri
$207K +$207K +3,706 New
14 15
16
17 18