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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 %
NA
51
Nottingham Advisors
New York
$51M 868,228 +1,792 +0.2%
BCI
52
Brinker Capital Investments
Pennsylvania
$43.6M 831,595 +793,187 +2,065%
MIH
53
Madison Investment Holdings
Wisconsin
$38.9M 741,655 +741,655 New
SEIA
54
Signature Estate & Investment Advisors
California
$37.7M 719,495 +717,668 +39,281%
MCM
55
MV Capital Management
Maryland
$35.9M 684,694 +14,032 +2%
BTS
56
BB&T Securities
Virginia
$35.7M 681,107 +221,654 +48%
SCM
57
SCS Capital Management
Massachusetts
$34.3M 653,655 -153,987 -19%
QCM
58
Quest Capital Management
Texas
$34M 649,646 +649,646 New
AI
59
Atria Investments
North Carolina
$34M 648,416 -144,374 -18%
PFG
60
Pacific Financial Group
Washington
$32.4M 617,565 +617,565 New
AWS
61
AJ Wealth Strategies
New York
$32.1M 613,091 +42,889 +8%
MIAN
62
Mariner Independent Advisor Network
Kansas
$31.2M 586,650 +91,084 +18%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$30.7M 585,342 +164,132 +39%
HFS
64
HL Financial Services
Kentucky
$30.1M 575,001 +396,439 +222%
FA
65
Financial Advisors
Massachusetts
$29.9M 570,981 +570,981 New
PAS
66
Park Avenue Securities
New York
$29.8M 558,976 +84,422 +18%
FFA
67
Fragasso Financial Advisors
Pennsylvania
$28.2M 537,815 +429,141 +395%
DLIC
68
Daido Life Insurance Company
Japan
$27.4M 522,890 – –
Stifel Financial
69
Stifel Financial
Missouri
$27.4M 522,869 +87,198 +20%
EWM
70
Executive Wealth Management
Michigan
$26.6M 507,466 +507,466 New
LFGH
71
Lee Financial Group Hawaii
Hawaii
$26.2M 500,226 +192,416 +63%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$25.6M 488,583 +467,328 +2,199%
WP
73
WealthPLAN Partners
Nebraska
$25.6M 448,753 +448,753 New
GW
74
GW & Wade
Massachusetts
$25M 477,422 +240,630 +102%
TCM
75
TD Capital Management
Tennessee
$24.5M 467,645 -14,904 -3%
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3
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