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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 %
RJT
126
Raymond James Trust
Florida
$5.05M 95,047 +95,047 New
KA
127
Klingman & Associates
New York
$4.92M 92,449 -396 -0.4%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$4.83M 90,891 +13,070 +17%
BCA
129
Bay Colony Advisors
Massachusetts
$4.83M 90,871 +90,871 New
FF
130
Friedenthal Financial
New Jersey
$4.75M 89,416 +4,508 +5%
PCM
131
Peak Capital Management
Colorado
$4.69M 88,288 -2,267 -3%
MLIC
132
Mandatum Life Insurance Company
Finland
$4.69M 88,194 -6,227 -7%
FFA
133
Fragasso Financial Advisors
Pennsylvania
$4.59M 86,425 -2,269 -3%
WI
134
Wintrust Investments
Illinois
$4.59M 86,386 -29,221 -25%
FHC
135
First Heartland Consultants
Missouri
$4.49M 84,443 -1,364 -2%
FAAS
136
First Allied Advisory Services
California
$4.39M 82,407 -4,087 -5%
BC
137
Brinker Capital
Pennsylvania
$4.37M 82,144 -6,113 -7%
CA
138
Clearstead Advisors
Ohio
$4.17M 78,433 – –
6M
139
6 Meridian
Kansas
$4.13M 77,675 +40,512 +109%
Axa
140
Axa
France
$3.99M 75,040 +14,250 +23%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$3.97M 74,587 +949 +1%
WDL
142
Well Done LLC
Michigan
$3.95M 74,357 -2,165 -3%
CAC
143
Certified Advisory Corp
Florida
$3.87M 72,699 +10,089 +16%
KFGK
144
Keystone Financial Group (Kentucky)
Kentucky
$3.82M 71,772 +7,701 +12%
GI
145
Glovista Investments
New Jersey
$3.8M 71,472 -9,665 -12%
CI
146
CX Institutional
Indiana
$3.76M 70,778 +70,778 New
DIP
147
DT Investment Partners
Pennsylvania
$3.76M 70,690 -196 -0.3%
DMC
148
Drexel Morgan & Co
Pennsylvania
$3.62M 68,115 +1,204 +2%
IWA
149
IBEX Wealth Advisors
New Jersey
$3.58M 70,203 – –
FHA
150
Flagship Harbor Advisors
Massachusetts
$3.51M 65,933 +4,238 +7%
4 5
6
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