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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 %
KeyBank National Association
476
KeyBank National Association
Ohio
– -$419K -8,069 Closed
FMBTD
477
First Midwest Bank Trust Division
Illinois
– -$337K -6,495 Closed
Sumitomo Mitsui Trust Group
478
Sumitomo Mitsui Trust Group
Japan
– -$301K -5,799 Closed
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
– -$285K -5,589 Closed
ACM
480
Aviance Capital Management
Florida
– -$283K -5,454 Closed
HA
481
Harfst & Associates
Wyoming
– -$270K -5,209 Closed
JG
482
Jefferies Group
New York
– -$269K -5,177 Closed
CNBT
483
Canandaigua National Bank & Trust
New York
– -$255K -4,906 Closed
BI
484
Ballast Inc
Kentucky
– -$244K -4,707 Closed
NWP
485
Northstar Wealth Partners
Connecticut
– -$220K -4,249 Closed
HCA
486
Harbour Capital Advisors
Virginia
– -$216K -4,150 Closed
BA
487
Boston Advisors
Massachusetts
– -$205K -3,946 Closed
PO
488
Private Ocean
California
– -$51K -1,000 Closed
FCAG
489
First Capital Advisors Group
New Jersey
– -$48K -926 Closed
IIC
490
Integrated Investment Consultants
Michigan
– -$45K -860 Closed
SP
491
SWS Partners
Ohio
– -$35K -687 Closed
1IA
492
1834 Investment Advisors
Wisconsin
– -$28K -534 Closed
MCM
493
Mainstay Capital Management
Michigan
– -$11K -223 Closed
CBT
494
Central Bank & Trust
Kentucky
– -$3K -49 Closed
HNB
495
Huntington National Bank
Ohio
– -$10K – –
16 17 18 19
20