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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.

New
Increased
Maintained
Reduced
Closed
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
Cornerstone Wealth Management
Missouri
$152M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$248M
3
RJA
Raymond James & Associates
Florida
$663M
4
SCM
SCS Capital Management
Massachusetts
$41M
5
BlackRock
BlackRock
New York
$321M

Top Sellers

1
AC
Allstate Corporation
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$0
3
Bank of America
Bank of America
North Carolina
$1.03B
4
BCI
Brinker Capital Investments
Pennsylvania
$272K
5
EMPI
Elo Mutual Pension Insurance
Finland
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
176
M&T Bank
New York
$2.19M -$95.8K -1,803 -4%
FPCP
177
Fort Point Capital Partners
California
$2.18M +$185K +3,486 +9%
WP
178
WealthSource Partners
California
$2.17M -$42.5K -800 -2%
SPI
179
Santori & Peters Inc
Pennsylvania
$2.13M -$287K -5,397 -12%
DADC
180
D.A. Davidson & Co
Montana
$2.08M +$137K +2,574 +7%
SFG
181
StrategIQ Financial Group
Indiana
$2.08M -$125K -2,344 -6%
IWP
182
Icon Wealth Partners
Texas
$2.05M +$634K +11,922 +45%
PTC
183
Private Trust Company
Ohio
$1.97M +$215K +4,048 +12%
SXL
184
Summit X LLC
Missouri
$1.95M +$244K +4,624 +14%
GTAM
185
Global Trust Asset Management
Florida
$1.94M -$237K -4,458 -11%
CT
186
CPF Texas
Texas
$1.92M -$586K -11,031 -23%
RCG
187
Ruggie Capital Group
Florida
$1.92M +$241K +4,536 +14%
Millennium Management
188
Millennium Management
New York
$1.9M -$2.51M -47,304 -57%
CCMG
189
Clark Capital Management Group
Pennsylvania
$1.9M -$1.06M -19,862 -36%
RIA
190
Regal Investment Advisors
Michigan
$1.89M -$275K -5,175 -13%
PFS
191
Prospera Financial Services
Texas
$1.87M -$74.2K -1,389 -4%
3AM
192
3D Asset Management
Connecticut
$1.84M -$122K -2,299 -6%
BA
193
Ballew Advisors
Mississippi
$1.81M -$45.3K -852 -2%
AFG
194
Arkansas Financial Group
Arkansas
$1.81M +$218K +4,095 +14%
Citadel Advisors
195
Citadel Advisors
Florida
$1.8M -$695K -13,082 -28%
CCA
196
Clearwater Capital Advisors
Illinois
$1.8M +$91.4K +1,720 +5%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$1.79M +$215K +4,046 +14%
STA
198
Summit Trail Advisors
New York
$1.78M +$25.2K +471 +1%
RI
199
Ridgewood Investments
New Jersey
$1.78M -$5.42K -102 -0.3%
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$1.78M -$19.6K -368 -1%
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