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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.

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
1
Cornerstone Wealth Management
Missouri
$152M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$248M
3
RJA
3
Raymond James & Associates
Florida
$663M
4
SCM
4
SCS Capital Management
Massachusetts
$41M
5
BlackRock
5
BlackRock
New York
$321M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$0
2
GT
2
Glenmede Trust
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$1.03B
4
BCI
4
Brinker Capital Investments
Pennsylvania
$272K
5
EMPI
5
Elo Mutual Pension Insurance
Finland
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$68.7M 1,292,279 -227,911 -15%
AIM
27
Astor Investment Management
Illinois
$61.9M 1,163,499 +61,637 +6%
Allianz Asset Management
28
Allianz Asset Management
Germany
$53.7M 1,010,687 -12,492 -1%
UCFA
29
United Capital Financial Advisors
Texas
$53.6M 1,008,737 +5,783 +0.6%
AWA
30
ARS Wealth Advisors
Florida
$53.1M 998,579 +9,858 +1%
CPO
31
Cerity Partners OCIO
New York
$53M 996,485 +49,769 +5%
CAN
32
Cetera Advisor Networks
California
$52.1M 980,448 +21,041 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$51.4M 966,428 -3,284 -0.3%
CA
34
Cetera Advisors
Colorado
$47.7M 896,377 -33,483 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$44.4M 835,287 -17,654 -2%
SCM
36
SCS Capital Management
Massachusetts
$41M 771,686 +771,686 New
QI
37
QS Investors
New York
$40.4M 760,308 +17,596 +2%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$39.8M 767,858 – –
MML Investors Services
39
MML Investors Services
Massachusetts
$39.3M 739,270 +29,548 +4%
AssetMark Inc
40
AssetMark Inc
California
$38.3M 720,728 +33,399 +5%
MCM
41
MV Capital Management
Maryland
$36.8M 692,684 -82,690 -11%
NA
42
Nottingham Advisors
New York
$36.8M 554,439 -110,104 -17%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$36.4M 684,151 +50,514 +8%
AI
44
Atria Investments
North Carolina
$33.7M 634,679 +37,668 +6%
AWS
45
AJ Wealth Strategies
New York
$28.8M 541,342 +30,629 +6%
DLIC
46
Daido Life Insurance Company
Japan
$27.8M 522,890 +345,293 +194%
TCM
47
TD Capital Management
Tennessee
$25.8M 484,405 +1,570 +0.3%
Citigroup
48
Citigroup
New York
$24.5M 461,262 -168,629 -27%
FDCC
49
Foster Dykema Cabot & Co
Massachusetts
$23.8M 436,682 -6,578 -1%
PAS
50
Park Avenue Securities
New York
$23.3M 438,551 +47,872 +12%
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