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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 %
JFG
201
JMG Financial Group
Illinois
$1.78M 33,397 – –
1WA
202
180 Wealth Advisors
Washington
$1.72M 32,417 +13,727 +73%
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$1.72M 32,364 -1,181 -4%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$1.64M 30,795 +14,020 +84%
SI
205
Stephens Inc
Arkansas
$1.58M 29,639 +800 +3%
BS
206
Banco Santander
Spain
$1.54M 28,898 -79,161 -73%
IP
207
Intellectus Partners
California
$1.52M 28,441 – –
MA
208
Mutual Advisors
Nebraska
$1.43M 26,818 +3,227 +14%
WF
209
Welch & Forbes
Massachusetts
$1.42M 26,795 -2,470 -8%
NFG
210
Next Financial Group
Texas
$1.4M 26,396 -54,980 -68%
MSA
211
Marino Stram & Associates
Massachusetts
$1.39M 26,186 +146 +0.6%
AA
212
Ancora Advisors
Ohio
$1.33M 24,968 +1,610 +7%
PS
213
Portfolio Solutions
Michigan
$1.32M 24,897 +1,270 +5%
CCM
214
Crabel Capital Management
California
$1.32M 24,865 +12,744 +105%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$1.31M 24,700 -200 -0.8%
BCA
216
Berman Capital Advisors
Georgia
$1.31M 24,597 -37,733 -61%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$1.29M 24,034 +5,771 +32%
DE
218
Day & Ennis
Georgia
$1.26M 23,685 +979 +4%
CC
219
Courier Capital
New York
$1.25M 23,569 -188 -0.8%
WCG
220
Wall Capital Group
Arizona
$1.24M 23,259 +6,495 +39%
FCT
221
Family Capital Trust
Massachusetts
$1.22M 22,994 -920 -4%
AFP
222
Ausdal Financial Partners
Iowa
$1.2M 22,490 +1,721 +8%
S
223
SignatureFD
Georgia
$1.18M 22,242 -118 -0.5%
Creative Planning
224
Creative Planning
Kansas
$1.18M 22,118 +2,398 +12%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$1.14M 21,491 -2,081 -9%
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