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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 %
NAM
101
North American Management
Massachusetts
$7.98M 150,032 +1,406 +0.9%
CG
102
CFO4Life Group
Texas
$7.94M 149,292 +19,849 +15%
PAS
103
Partnervest Advisory Services
California
$7.93M 149,212 +5,884 +4%
AIP
104
Ahrens Investment Partners
Louisiana
$7.53M 141,711 -5,862 -4%
AWA
105
Acorn Wealth Advisors
Michigan
$7.25M 135,939 +788 +0.6%
USAA
106
United Services Automobile Association
Texas
$7.22M 135,940 -178,440 -57%
William Blair & Company
107
William Blair & Company
Illinois
$7.18M 135,088 -6,918 -5%
S
108
SimplyRich
California
$7.17M 134,876 +1,404 +1%
SMC
109
Smith, Moore & Co
Missouri
$7.1M 133,583 -3,099 -2%
ASN
110
Advisory Services Network
Georgia
$6.89M 125,098 -4,949 -4%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$6.71M 126,155 +5,665 +5%
IA
112
IFG Advisory
Georgia
$6.56M 80,974 +1,130 +1%
CAL
113
Capital Analysts LLC
Pennsylvania
$6.49M 122,057 +3,825 +3%
LIA
114
LS Investment Advisors
Michigan
$6.44M 121,225 +6,725 +6%
SMG
115
Smart Money Group
Texas
$6.34M 119,234 -2,470 -2%
EC
116
Estate Counselors
Wisconsin
$6.27M 118,000 -225,500 -66%
UB
117
UMB Bank
Missouri
$6.09M 114,462 -2,239 -2%
FPGK
118
Financial Partners Group (Kansas)
Kansas
$6M 112,859 -778 -0.7%
SB
119
Suntrust Banks
Georgia
$5.95M 111,962 -73,649 -40%
CFD
120
Creative Financial Designs
Indiana
$5.82M 109,393 +9,047 +9%
LPT
121
Legacy Private Trust
Wisconsin
$5.81M 109,194 -4,654 -4%
CFG
122
Citizens Financial Group
Rhode Island
$5.63M 105,951 +2,110 +2%
AF
123
Allworth Financial
California
$5.55M 104,443 -12,718 -11%
RWG
124
Regal Wealth Group
California
$5.48M 102,984 -115,274 -53%
PP
125
PagnatoKarp Partners
Virginia
$5.31M 99,371 -28,712 -22%
3 4
5
6 7