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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 %
AWS
51
AJ Wealth Strategies
New York
$32.5M 570,202 +28,860 +5%
DLIC
52
Daido Life Insurance Company
Japan
$29.8M 522,890 – –
Two Sigma Investments
53
Two Sigma Investments
New York
$28.5M 500,100 +500,100 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$28.3M 495,566 +186,780 +60%
TCM
55
TD Capital Management
Tennessee
$27.5M 482,549 -1,856 -0.4%
PAS
56
Park Avenue Securities
New York
$27.1M 474,554 +36,003 +8%
BTS
57
BB&T Securities
Virginia
$26.2M 459,453 +177,977 +63%
QA
58
Quantitative Advantage
Minnesota
$25.6M 448,068 +448,068 New
Stifel Financial
59
Stifel Financial
Missouri
$24.9M 435,671 -2,903 -0.7%
FDCC
60
Foster Dykema Cabot & Co
Massachusetts
$24.8M 435,236 -1,446 -0.3%
NIMI
61
Natixis Investment Managers International
France
$24.7M 432,250 +432,250 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$24M 421,210 +45,758 +12%
CG
63
Colony Group
Massachusetts
$23.2M 406,623 -2,985 -0.7%
SWP
64
Stratos Wealth Partners
Ohio
$22.6M 395,775 +1,505 +0.4%
Comerica Bank
65
Comerica Bank
Texas
$22.5M 409,184 +9,301 +2%
LWA
66
Lowe Wealth Advisors
Maryland
$21.6M 377,835 +5,339 +1%
Nuveen Asset Management
67
Nuveen Asset Management
Illinois
$20.9M 366,618 +366,618 New
TC
68
Trilogy Capital
California
$20.2M 353,918 +8,391 +2%
SGAM
69
Steinberg Global Asset Management
Florida
$20.1M 351,500 +6,262 +2%
HFA
70
High Falls Advisors
New York
$20M 350,421 +3,263 +0.9%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$19.7M 345,335 -19,619 -5%
CB
72
Community Bank
New York
$18.1M 317,139 +113,249 +56%
Citigroup
73
Citigroup
New York
$18.1M 316,632 -144,630 -31%
TF
74
Tompkins Financial
New York
$18M 315,461 +970 +0.3%
REMPR
75
Roof Eidam Maycock Peralta (REMP)
California
$17.6M 309,108 -3,325 -1%
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3
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