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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.

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
1
Dow Chemical Company
Michigan
$230M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$451M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$88.6M
4
AG
4
Advisor Group
Arizona
$156M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$113M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$614K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352M
3
CWM
3
Cornerstone Wealth Management
Missouri
$138M
4
LNC
4
Lincoln National Corp
Pennsylvania
$7.54M
5
GFPC
5
Global Financial Private Capital
Florida
$70.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
26
Legacy Financial Advisors
Kentucky
$101M 1,776,678 +20,001 +1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$99.4M 1,743,244 +124,942 +8%
CCMG
28
Clark Capital Management Group
Pennsylvania
$88.6M 1,553,790 +1,518,097 +4,253%
USAA
29
United Services Automobile Association
Texas
$76.2M 1,336,270 +1,200,330 +883%
AIM
30
Astor Investment Management
Illinois
$71.7M 1,256,354 +92,855 +8%
GFPC
31
Global Financial Private Capital
Florida
$70.6M 1,237,194 -159,848 -11%
UCFA
32
United Capital Financial Advisors
Texas
$63.3M 1,110,051 +101,314 +10%
QI
33
QS Investors
New York
$61.9M 1,085,437 +325,129 +43%
CPO
34
Cerity Partners OCIO
New York
$61.1M 1,071,678 +75,193 +8%
M&T Bank
35
M&T Bank
New York
$58.8M 1,030,321 +989,106 +2,400%
CAN
36
Cetera Advisor Networks
California
$58.1M 1,018,311 +37,863 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$57.8M 1,013,748 +47,320 +5%
CA
38
Cetera Advisors
Colorado
$57M 998,552 +102,175 +11%
AWA
39
ARS Wealth Advisors
Florida
$56.6M 992,826 -5,753 -0.6%
MML Investors Services
40
MML Investors Services
Massachusetts
$51.6M 904,288 +165,018 +22%
AssetMark Inc
41
AssetMark Inc
California
$51.4M 900,879 +180,151 +25%
NA
42
Nottingham Advisors
New York
$50.9M 866,436 +311,997 +56%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$48.5M 850,558 +15,271 +2%
PAG
44
Private Advisor Group
New Jersey
$46.7M 818,758 +534,769 +188%
SCM
45
SCS Capital Management
Massachusetts
$46.1M 807,642 +35,956 +5%
AI
46
Atria Investments
North Carolina
$45.2M 792,790 +158,111 +25%
BCM
47
Brookstone Capital Management
Illinois
$45M 789,638 +431,868 +121%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$44.7M 783,511 +99,360 +15%
GT
49
Glenmede Trust
Pennsylvania
$40.9M 717,566 +717,566 New
MCM
50
MV Capital Management
Maryland
$38.3M 670,662 -22,022 -3%
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