USMV icon

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 %
LFGH
76
Lee Financial Group Hawaii
Hawaii
$17.6M 307,810 +29,176 +10%
CAL
77
Capital Advisors Ltd
Ohio
$17.5M 306,949 +719 +0.2%
ACP
78
Arcus Capital Partners
Georgia
$17.4M 305,708 -9,196 -3%
MWM
79
Mascoma Wealth Management
New Hampshire
$17.3M 302,831 +1,822 +0.6%
PS
80
Portfolio Strategies
New York
$17.1M 298,971 +19,572 +7%
AWM
81
AE Wealth Management
Kansas
$16.8M 294,860 +133,633 +83%
SPC
82
Sigma Planning Corp
Michigan
$16.8M 294,752 +17,867 +6%
SFA
83
Stewardship Financial Advisors
Georgia
$16.4M 287,883 +9,392 +3%
JIC
84
Johnson Investment Counsel
Ohio
$15.9M 279,589 +279,589 New
SS
85
Simplicity Solutions
Minnesota
$15.8M 277,125 +126,863 +84%
SPIA
86
Steward Partners Investment Advisory
New York
$15.2M 266,814 +57,210 +27%
FAIM
87
Financial Advocates Investment Management
Washington
$14.3M 250,832 +6,187 +3%
AL
88
Aspiriant LLC
California
$14.2M 249,361 -13,496 -5%
GWM
89
Geneos Wealth Management
Colorado
$13.9M 243,796 +36,666 +18%
IA
90
IFP Advisors
Florida
$13.9M 243,095 +17,390 +8%
SCM
91
Stonehearth Capital Management
Massachusetts
$13.7M 239,313 -3,532 -1%
GW
92
GW & Wade
Massachusetts
$13.5M 236,792 +25,627 +12%
PCFFS
93
Pacific Center for Financial Services
California
$12.8M 224,537 -256 -0.1%
SWM
94
Sequoia Wealth Management
Illinois
$12.4M 217,299 +30,109 +16%
FWP
95
FAS Wealth Partners
Kansas
$11.9M 209,219 -15,351 -7%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$11.6M 202,800 -9,783 -5%
TPWA
97
TRUE Private Wealth Advisors
Oregon
$11.5M 199,982 +199,982 New
CIA
98
Choate Investment Advisors
Massachusetts
$11.3M 198,603 -11,141 -5%
BRWA
99
B. Riley Wealth Advisors
Florida
$11.1M 194,395 +25,818 +15%
Lido Advisors
100
Lido Advisors
California
$10.7M 186,593 +1,329 +0.7%
2 3
4
5 6