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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 %
ASN
126
Advisory Services Network
Georgia
$7.17M 125,650 +552 +0.4%
IA
127
IFG Advisory
Georgia
$7.1M 82,394 +1,420 +2%
FAAS
128
First Allied Advisory Services
California
$7.1M 124,299 +41,892 +51%
CFG
129
Citizens Financial Group
Rhode Island
$7.01M 122,896 +16,945 +16%
CAL
130
Capital Analysts LLC
Pennsylvania
$6.9M 120,964 -1,093 -0.9%
EC
131
Estate Counselors
Wisconsin
$6.73M 118,000 – –
FPGK
132
Financial Partners Group (Kansas)
Kansas
$6.7M 117,489 +4,630 +4%
SB
133
Suntrust Banks
Georgia
$6.49M 113,819 +1,857 +2%
UB
134
UMB Bank
Missouri
$6.45M 113,148 -1,314 -1%
GHA
135
GW Henssler & Associates
Georgia
$6.22M 109,037 +109,037 New
FFA
136
Fragasso Financial Advisors
Pennsylvania
$6.07M 108,674 +22,249 +26%
LFAS
137
Level Four Advisory Services
Texas
$6.07M 106,346 -143,199 -57%
LPT
138
Legacy Private Trust
Wisconsin
$6.03M 105,722 -3,472 -3%
AF
139
Allworth Financial
California
$5.81M 101,813 -2,630 -3%
BCA
140
Bay Colony Advisors
Massachusetts
$5.8M 101,662 +10,791 +12%
RJT
141
Raymond James Trust
Florida
$5.73M 100,506 +5,459 +6%
VWM
142
Venturi Wealth Management
Texas
$5.73M 100,528 +91,455 +1,008%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$5.63M 98,749 +7,858 +9%
PP
144
PagnatoKarp Partners
Virginia
$5.58M 97,298 -2,073 -2%
CI
145
Cavalier Investments
Georgia
$5.55M 97,277 +39,547 +69%
CAC
146
Certified Advisory Corp
Florida
$5.32M 93,313 +20,614 +28%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$5.31M 93,000 -63,600 -41%
FF
148
Friedenthal Financial
New Jersey
$5.26M 92,176 +2,760 +3%
KA
149
Klingman & Associates
New York
$5.24M 91,844 -605 -0.7%
EWF
150
Epstein & White Financial
California
$5.22M 91,661 +77,231 +535%
4 5
6
7 8