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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 %
CB
101
Community Bank
New York
$16.6M 317,284 +145 +0%
AL
102
Aspiriant LLC
California
$16.5M 315,812 +66,451 +27%
TF
103
Tompkins Financial
New York
$16.1M 307,062 -8,399 -3%
BFG
104
Barber Financial Group
Kansas
$15.8M 302,429 +141,572 +88%
TFS
105
TrustCore Financial Services
Tennessee
$15.7M 300,096 +137,469 +85%
PS
106
Portfolio Strategies
New York
$15.3M 292,315 -6,656 -2%
Two Sigma Investments
107
Two Sigma Investments
New York
$15.1M 287,700 -212,400 -42%
GWAG
108
Garrett Wealth Advisory Group
Texas
$15M 285,560 +285,560 New
NEPWA
109
New England Private Wealth Advisors
Massachusetts
$14.8M 282,183 +282,183 New
GWM
110
Geneos Wealth Management
Colorado
$14.6M 280,092 +36,296 +15%
SPC
111
Sigma Planning Corp
Michigan
$14.2M 270,718 -24,034 -8%
LC
112
Lunia Capital
Texas
$14M 266,975 +266,975 New
FAIM
113
Financial Advocates Investment Management
Washington
$13.9M 264,421 +13,589 +5%
BRWA
114
B. Riley Wealth Advisors
Florida
$13.4M 256,341 +61,946 +32%
CS
115
Comerica Securities
Michigan
$13.4M 255,390 +95,837 +60%
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$12.8M 243,414 +221,495 +1,011%
FANJ
117
Financial Architects (New Jersey)
New Jersey
$12.5M 239,075 +58,034 +32%
ACP
118
Arcus Capital Partners
Georgia
$12.2M 233,194 -72,514 -24%
SCM
119
Stonehearth Capital Management
Massachusetts
$12.1M 231,066 -8,247 -3%
SWM
120
Sequoia Wealth Management
Illinois
$12M 228,201 +10,902 +5%
FWP
121
FAS Wealth Partners
Kansas
$11.9M 227,560 +18,341 +9%
PCFFS
122
Pacific Center for Financial Services
California
$11.9M 226,453 +1,916 +0.9%
TWA
123
Tillar-Wenstrup Advisors
Ohio
$11.9M 226,192 +163,981 +264%
CI
124
Cavalier Investments
Georgia
$11.7M 223,499 +126,222 +130%
IA
125
IFP Advisors
Florida
$11.3M 218,390 -24,705 -10%
3 4
5
6 7