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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 %
Bank of America
1
Bank of America
North Carolina
$1.03B 19,311,410 -593,203 -3%
RJA
2
Raymond James & Associates
Florida
$663M 12,468,746 +900,057 +8%
Wells Fargo
3
Wells Fargo
California
$401M 7,545,269 +50,656 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$373M 7,021,542 +226,227 +3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$361M 6,791,177 +235,637 +4%
BlackRock
6
BlackRock
New York
$321M 6,042,717 +603,549 +11%
UBS Group
7
UBS Group
Switzerland
$306M 5,752,986 +62,185 +1%
LPL Financial
8
LPL Financial
California
$300M 5,643,509 -184,480 -3%
NLI
9
Nippon Life Insurance
Japan
$286M 5,376,772 – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$248M 4,666,110 +1,071,314 +30%
Ameriprise
11
Ameriprise
Minnesota
$231M 4,347,164 +223,792 +5%
EMPI
12
Elo Mutual Pension Insurance
Finland
$213M 4,000,000 -380,000 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$184M 3,468,252 -22,147 -0.6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$167M 3,138,588 -204,973 -6%
CWM
15
Cornerstone Wealth Management
Missouri
$152M 8,090,712 +7,849,178 +3,250%
SEI Investments
16
SEI Investments
Pennsylvania
$142M 2,663,843 -89,399 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$109M 2,052,223 +167,475 +9%
Mariner
18
Mariner
Kansas
$106M 1,996,242 +19,082 +1%
US Bancorp
19
US Bancorp
Minnesota
$105M 1,971,162 -168,658 -8%
CFA
20
Carroll Financial Associates
North Carolina
$104M 1,963,211 +35,745 +2%
SAM
21
Securian Asset Management
Minnesota
$104M 1,956,631 +56,300 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$101M 1,897,333 +103,898 +6%
LFA
23
Legacy Financial Advisors
Kentucky
$95.9M 1,756,677 +39,757 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$86M 1,618,302 +551,075 +52%
GFPC
25
Global Financial Private Capital
Florida
$74.3M 1,397,042 +114,878 +9%
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