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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 %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$10.3M 181,041 +3,320 +2%
TA
102
TMD & Associates
Arizona
$10.2M 179,228 +3,961 +2%
HFS
103
HL Financial Services
Kentucky
$10.2M 178,562 +135,397 +314%
EWM
104
Elite Wealth Management
Washington
$10M 175,963 -142,988 -45%
FSA
105
Financial Services Advisory
Maryland
$9.41M 164,983 +164,983 New
RWG
106
Regal Wealth Group
California
$9.4M 164,826 +61,842 +60%
TFS
107
TrustCore Financial Services
Tennessee
$9.28M 162,627 +357 +0.2%
BFG
108
Barber Financial Group
Kansas
$9.18M 160,857 +7,759 +5%
CS
109
Comerica Securities
Michigan
$9.14M 159,553 -2,224 -1%
CAG
110
Crestwood Advisors Group
Massachusetts
$9.06M 158,852 -610 -0.4%
PAS
111
Partnervest Advisory Services
California
$8.96M 157,044 +7,832 +5%
AIP
112
Ahrens Investment Partners
Louisiana
$8.62M 151,121 +9,410 +7%
CG
113
CFO4Life Group
Texas
$8.6M 150,758 +1,466 +1%
HighTower Advisors
114
HighTower Advisors
Illinois
$8.52M 149,423 +86,179 +136%
NAM
115
North American Management
Massachusetts
$8.44M 147,958 -2,074 -1%
LIA
116
LS Investment Advisors
Michigan
$8.27M 145,000 +23,775 +20%
SMC
117
Smith, Moore & Co
Missouri
$8.26M 144,784 +11,201 +8%
AWA
118
Acorn Wealth Advisors
Michigan
$7.97M 145,481 +9,542 +7%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$7.83M 137,235 +11,080 +9%
MNBTD
120
Moody National Bank Trust Division
Texas
$7.8M 136,799 +136,799 New
S
121
SimplyRich
California
$7.75M 135,845 +969 +0.7%
SMG
122
Smart Money Group
Texas
$7.55M 132,283 +13,049 +11%
LNC
123
Lincoln National Corp
Pennsylvania
$7.54M 132,124 -160,345 -55%
William Blair & Company
124
William Blair & Company
Illinois
$7.25M 127,032 -8,056 -6%
CFD
125
Creative Financial Designs
Indiana
$7.22M 126,564 +17,171 +16%
3 4
5
6 7