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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.

New
Increased
Maintained
Reduced
Closed
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
Dow Chemical Company
Michigan
+$230M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$184M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$86.6M
4
AG
Advisor Group
Arizona
+$82.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$69.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$57M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$35.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$22M
4
LNC
Lincoln National Corp
Pennsylvania
-$9.15M
5
GFPC
Global Financial Private Capital
Florida
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
176
Drexel Morgan & Co
Pennsylvania
$3.79M -$92.3K -1,618 -2%
APA
177
American Portfolios Advisors
New York
$3.78M +$3.3M +57,819 +689%
FA
178
FDx Advisors
Illinois
$3.74M +$3.01M +52,778 +414%
BUB
179
BBVA USA Bancshares
Texas
$3.72M +$157K +2,744 +4%
FI
180
FormulaFolio Investments
Michigan
$3.66M +$794K +13,921 +28%
TWA
181
Tillar-Wenstrup Advisors
Ohio
$3.55M +$267K +4,679 +8%
SHIM
182
Stone House Investment Management
Pennsylvania
$3.51M +$170K +2,986 +5%
CFGS
183
Concourse Financial Group Securities
Alabama
$3.38M +$3.38M +59,022 New
ECM
184
Evergreen Capital Management
Washington
$3.31M – – –
Nomura Asset Management
185
Nomura Asset Management
Japan
$3.25M +$3.25M +57,000 New
VC
186
Vicus Capital
Pennsylvania
$3.23M +$849K +14,886 +36%
F
187
F3Logic
Minnesota
$3.21M +$2.14M +37,432 +202%
SP
188
Symmetry Partners
Connecticut
$3.18M -$81.6K -1,431 -3%
ONST
189
Old North State Trust
North Carolina
$3.14M +$3.14M +55,135 New
PA
190
PFG Advisors
Arizona
$3.03M +$39K +709 +1%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$2.92M +$351K +6,124 +14%
GTAM
192
Global Trust Asset Management
Florida
$2.8M +$721K +12,639 +35%
WP
193
WealthSource Partners
California
$2.74M +$409K +7,179 +18%
PWG
194
Private Wealth Group
Florida
$2.59M +$16.7K +292 +0.6%
IWP
195
Icon Wealth Partners
Texas
$2.53M +$335K +5,876 +15%
AFG
196
Arkansas Financial Group
Arkansas
$2.52M +$570K +9,992 +29%
CAN
197
Claraphi Advisory Network
United States
$2.45M +$1.34M +23,451 +120%
FPCP
198
Fort Point Capital Partners
California
$2.43M +$97.1K +1,702 +4%
NA
199
NewEdge Advisors
Louisiana
$2.4M +$379K +6,642 +19%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$2.39M -$505K -8,857 -17%
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