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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 %
CCM
201
Crabel Capital Management
California
$2.33M 40,880 +16,015 +64%
CNB
202
Camden National Bank
Maine
$2.31M 40,434 -5,899 -13%
FA
203
FMA Advisory
Pennsylvania
$2.29M 40,083 -2,481 -6%
DADC
204
D.A. Davidson & Co
Montana
$2.27M 39,831 +779 +2%
SXL
205
Summit X LLC
Missouri
$2.2M 38,645 +1,565 +4%
BCI
206
Brinker Capital Investments
Pennsylvania
$2.19M 38,408 +33,297 +651%
PTC
207
Private Trust Company
Ohio
$2.07M 36,362 -620 -2%
CT
208
CPF Texas
Texas
$2.03M 35,543 -588 -2%
FPS
209
Fieldpoint Private Securities
Connecticut
$2.01M 35,307 +35,307 New
WCG
210
Wall Capital Group
Arizona
$2M 35,038 +11,779 +51%
1WA
211
180 Wealth Advisors
Washington
$1.99M 34,835 +2,418 +7%
Deutsche Bank
212
Deutsche Bank
Germany
$1.96M 34,318 +34,000 +10,692%
CCA
213
Clearwater Capital Advisors
Illinois
$1.93M 33,788 -16 -0%
BA
214
Ballew Advisors
Mississippi
$1.92M 35,623 +1,514 +4%
RI
215
Ridgewood Investments
New Jersey
$1.91M 33,524 +10 +0%
JFG
216
JMG Financial Group
Illinois
$1.91M 33,397 – –
3AM
217
3D Asset Management
Connecticut
$1.9M 33,367 -1,282 -4%
RCG
218
Ruggie Capital Group
Florida
$1.88M 32,950 -3,087 -9%
PS
219
Portfolio Solutions
Michigan
$1.86M 32,627 +7,730 +31%
STA
220
Summit Trail Advisors
New York
$1.86M 32,414 -950 -3%
BAM
221
Belpointe Asset Management
Nevada
$1.83M 32,065 +15,500 +94%
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
$1.83M 32,024 -1,495 -4%
DE
223
Day & Ennis
Georgia
$1.75M 30,751 +7,066 +30%
SI
224
Stephens Inc
Arkansas
$1.75M 30,730 +1,091 +4%
AFNAS
225
American Financial Network Advisory Services
California
$1.73M 30,119 +30,016 +29,142%
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