USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
3
S
SignatureFD
Georgia
+$148M
4
Morgan Stanley
Morgan Stanley
New York
+$115M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$358M
2
QI
QS Investors
New York
-$34.8M
3
NIMI
Natixis Investment Managers International
France
-$24.7M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$13.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
526
Brown Brothers Harriman & Co
New York
$150K +$1.83K +35 +1%
LNB
527
Ledyard National Bank
$144K – – –
WP
528
WealthShield Partners
North Carolina
$140K +$74.5K +1,421 +114%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$120K +$789 +15 +0.7%
AWM
530
Aevitas Wealth Management
Massachusetts
$117K +$786 +15 +0.7%
APW
531
Acima Private Wealth
Virginia
$112K +$112K +2,130 New
TCOV
532
Trust Company of Vermont
Vermont
$101K -$9.92K -190 -9%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$98.3K -$98.3K -1,875 -50%
QCIG
534
Quad-Cities Investment Group
Iowa
$95K – – –
PW
535
Price Wealth
Texas
$94K – – –
HWM
536
Holloway Wealth Management
Florida
$93K -$403K – –
WEC
537
Winslow Evans & Crocker
Massachusetts
$92K – – –
CC
538
Cassaday & Co
Virginia
$91K +$75K +1,439 +470%
SFA
539
Spectrum Financial Alliance
Kentucky
$88K +$23.1K +446 +36%
OC
540
Oakworth Capital
Alabama
$86K – – –
CAM
541
Cresset Asset Management
Illinois
$81K +$81K +1,535 New
CA
542
Crewe Advisors
Utah
$79K – – –
GI
543
Gradient Investments
Minnesota
$79K +$51K +972 +182%
CIAS
544
Capital Investment Advisory Services
North Carolina
$79K +$79K +1,500 New
RFWA
545
RPg Family Wealth Advisory
Massachusetts
$76.9K – – –
CT
546
Clearstead Trust
Maine
$74K +$74K +1,404 New
SSB
547
Sandy Spring Bank
Maryland
$73K +$73K +1,400 New
SMG
548
Spectrum Management Group
Indiana
$69K +$69K +1,323 New
ME
549
McIlrath & Eck
Washington
$62K -$2.11K -40 -3%
YWP
550
YorkBridge Wealth Partners
New York
$62K -$1.31K -25 -2%
20 21
22
23 24