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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 %
Stifel Financial
51
Stifel Financial
Missouri
$23.3M 438,574 -61,348 -12%
Comerica Bank
52
Comerica Bank
Texas
$21.8M 399,883 -98,445 -20%
CG
53
Colony Group
Massachusetts
$21.8M 409,608 -4,881 -1%
SWP
54
Stratos Wealth Partners
Ohio
$21M 394,270 -17,251 -4%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$20M 375,452 +49,892 +15%
LWA
56
Lowe Wealth Advisors
Maryland
$19.8M 372,496 -646 -0.2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$19.4M 364,954 +75,453 +26%
BCM
58
Brookstone Capital Management
Illinois
$19M 357,770 +64,482 +22%
HFA
59
High Falls Advisors
New York
$18.5M 347,158 +9,456 +3%
TC
60
Trilogy Capital
California
$18.4M 345,527 +21,703 +7%
SGAM
61
Steinberg Global Asset Management
Florida
$18.4M 345,238 +6,316 +2%
EWM
62
Elite Wealth Management
Washington
$17M 318,951 +26,037 +9%
ACP
63
Arcus Capital Partners
Georgia
$16.7M 314,904 -9,997 -3%
TF
64
Tompkins Financial
New York
$16.7M 314,491 -2,007 -0.6%
REMPR
65
Roof Eidam Maycock Peralta (REMP)
California
$16.6M 312,433 +5,028 +2%
MIAN
66
Mariner Independent Advisor Network
Kansas
$16.4M 308,786 -188,533 -38%
CAL
67
Capital Advisors Ltd
Ohio
$16.3M 306,230 -3,316 -1%
MWM
68
Mascoma Wealth Management
New Hampshire
$16M 301,009 -13,346 -4%
LNC
69
Lincoln National Corp
Pennsylvania
$15.5M 292,469 -5,421 -2%
PAG
70
Private Advisor Group
New Jersey
$15.1M 283,989 -215,067 -43%
BTS
71
BB&T Securities
Virginia
$15M 281,476 -206,890 -42%
PS
72
Portfolio Strategies
New York
$14.9M 279,399 -4,626 -2%
LFGH
73
Lee Financial Group Hawaii
Hawaii
$14.8M 278,634 -24,864 -8%
SFA
74
Stewardship Financial Advisors
Georgia
$14.8M 278,491 +8,308 +3%
SPC
75
Sigma Planning Corp
Michigan
$14.7M 276,885 -28,333 -9%
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