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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 %
AL
76
Aspiriant LLC
California
$14M 262,857 +28,728 +12%
LFAS
77
Level Four Advisory Services
Texas
$13.3M 249,545 -736 -0.3%
FAIM
78
Financial Advocates Investment Management
Washington
$13M 244,645 -6,568 -3%
SCM
79
Stonehearth Capital Management
Massachusetts
$12.9M 242,845 +42,512 +21%
IA
80
IFP Advisors
Florida
$12M 225,705 +22,103 +11%
PCFFS
81
Pacific Center for Financial Services
California
$12M 224,793 +1,357 +0.6%
FWP
82
FAS Wealth Partners
Kansas
$11.9M 224,570 -99,115 -31%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$11.3M 212,583 -7,135 -3%
GW
84
GW & Wade
Massachusetts
$11.2M 211,165 +44,039 +26%
CIA
85
Choate Investment Advisors
Massachusetts
$11.2M 209,744 -4,334 -2%
SPIA
86
Steward Partners Investment Advisory
New York
$11.1M 209,604 +8,502 +4%
GWM
87
Geneos Wealth Management
Colorado
$11M 207,130 +58,577 +39%
CB
88
Community Bank
New York
$10.8M 203,890 +75 +0%
SWM
89
Sequoia Wealth Management
Illinois
$9.97M 187,190 +10,923 +6%
Lido Advisors
90
Lido Advisors
California
$9.85M 185,264 -9,822 -5%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$9.45M 177,721 -3,831 -2%
TA
92
TMD & Associates
Arizona
$9.32M 175,267 -1,397 -0.8%
BRWA
93
B. Riley Wealth Advisors
Florida
$8.96M 168,577 +834 +0.5%
CAG
94
Crestwood Advisors Group
Massachusetts
$8.8M 159,462 +2,435 +2%
CS
95
Comerica Securities
Michigan
$8.65M 161,777 -4,965 -3%
TFS
96
TrustCore Financial Services
Tennessee
$8.63M 162,270 -3,947 -2%
AWM
97
AE Wealth Management
Kansas
$8.57M 161,227 +8,247 +5%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$8.33M 156,600 -9,700 -6%
BFG
99
Barber Financial Group
Kansas
$8.14M 153,098 +4,357 +3%
SS
100
Simplicity Solutions
Minnesota
$7.99M 150,262 +5,927 +4%
2 3
4
5 6