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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 %
SCA
151
Snowden Capital Advisors
New York
$5.11M 89,578 +35,178 +65%
PCM
152
Peak Capital Management
Colorado
$5.07M 91,446 +3,158 +4%
MLIC
153
Mandatum Life Insurance Company
Finland
$5.03M 88,194 – –
WI
154
Wintrust Investments
Illinois
$5.03M 88,179 +1,793 +2%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$5.02M 88,073 +13,486 +18%
Axa
156
Axa
France
$4.73M 82,900 +7,860 +10%
FHC
157
First Heartland Consultants
Missouri
$4.71M 82,545 -1,898 -2%
IWA
158
IBEX Wealth Advisors
New Jersey
$4.68M 82,059 +11,856 +17%
BC
159
Brinker Capital
Pennsylvania
$4.68M 81,983 -161 -0.2%
GI
160
Glovista Investments
New Jersey
$4.62M 81,012 +9,540 +13%
AIP
161
Almanack Investment Partners
Pennsylvania
$4.58M 80,986 +73,787 +1,025%
KA
162
Kovack Advisors
Florida
$4.56M 79,932 +25,174 +46%
CA
163
Clearstead Advisors
Ohio
$4.54M 79,593 +1,160 +1%
PA
164
Pinnacle Associates
New York
$4.47M 78,318 +78,318 New
CAG
165
Csenge Advisory Group
Florida
$4.37M 78,804 +24,249 +44%
KFGK
166
Keystone Financial Group (Kentucky)
Kentucky
$4.3M 75,434 +3,662 +5%
QAM
167
Q3 Asset Management
Michigan
$4.29M 75,154 +75,154 New
NFG
168
Nations Financial Group
Iowa
$4.27M 74,778 +74,778 New
WDL
169
Well Done LLC
Michigan
$4.26M 74,622 +265 +0.4%
SPI
170
Santori & Peters Inc
Pennsylvania
$4.17M 73,165 +33,042 +82%
FLA
171
Financial Life Advisors
Texas
$4.17M 73,118 +7,636 +12%
CI
172
CX Institutional
Indiana
$4.13M 72,416 +1,638 +2%
DIP
173
DT Investment Partners
Pennsylvania
$4.06M 71,219 +529 +0.7%
FHA
174
Flagship Harbor Advisors
Massachusetts
$3.85M 67,573 +1,640 +2%
IWM
175
IHT Wealth Management
Illinois
$3.82M 66,949 +2,805 +4%
5 6
7
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