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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

612 hedge funds and large institutions have $12.5B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 247 increasing their positions, 130 reducing their positions, and 37 closing their positions.

Holders
612
Holders Change
+124
Holders Change %
+25.41%
% of All Funds
13.66%
Holding in Top 10
134
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+67.5%
% of All Funds
2.99%
New
165
Increased
247
Reduced
130
Closed
37
Calls
$16M
Puts
$1.58M
Net Calls
+$14.5M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$658M
3
S
3
SignatureFD
Georgia
$150M
4
Morgan Stanley
4
Morgan Stanley
New York
$508M
5
UBS Group
5
UBS Group
Switzerland
$417M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.73M
2
QI
2
QS Investors
New York
$22.1M
3
NIMI
3
Natixis Investment Managers International
France
$0
4
EMPI
4
Elo Mutual Pension Insurance
Finland
$192M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$69.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$104M 1,979,252 +55,519 +3%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$102M 1,953,866 +210,622 +12%
LFA
28
Legacy Financial Advisors
Kentucky
$90.7M 1,731,816 -44,862 -3%
BCM
29
Brookstone Capital Management
Illinois
$74.9M 1,430,212 +640,574 +81%
FA
30
Freestate Advisors
Kansas
$71.8M 1,370,134 +1,370,134 New
CCMG
31
Clark Capital Management Group
Pennsylvania
$69.6M 1,328,267 -225,523 -15%
USAA
32
United Services Automobile Association
Texas
$68.2M 1,301,740 -34,530 -3%
AIM
33
Astor Investment Management
Illinois
$65.9M 1,258,288 +1,934 +0.2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$64.4M 1,229,351 +378,793 +45%
CA
35
Cetera Advisors
Colorado
$61.9M 1,182,140 +183,588 +18%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$61.7M 1,177,705 +163,957 +16%
GFPC
37
Global Financial Private Capital
Florida
$61.7M 1,176,871 -60,323 -5%
MML Investors Services
38
MML Investors Services
Massachusetts
$61.3M 1,170,618 +266,330 +29%
SCA
39
Stuart Chaussee & Associates
California
$61M 1,163,377 +1,163,377 New
UCFA
40
United Capital Financial Advisors
Texas
$60.4M 1,153,212 +43,161 +4%
TWM
41
Tolleson Wealth Management
Texas
$60.2M 1,147,557 +1,147,557 New
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$59.1M 1,127,670 +924,870 +456%
AllianceBernstein
43
AllianceBernstein
Tennessee
$59M 1,126,335 +1,126,335 New
VAG
44
VisionPoint Advisory Group
Texas
$56.8M 1,083,042 +1,083,042 New
CPO
45
Cerity Partners OCIO
New York
$54.8M 1,045,550 -26,128 -2%
CAN
46
Cetera Advisor Networks
California
$53.6M 1,023,150 +4,839 +0.5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$53.4M 1,019,418 +235,907 +30%
AWA
48
ARS Wealth Advisors
Florida
$53.3M 1,017,237 +24,411 +2%
AssetMark Inc
49
AssetMark Inc
California
$51.7M 987,513 +86,634 +10%
PAG
50
Private Advisor Group
New Jersey
$51.5M 982,498 +163,740 +20%
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