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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 %
Bank of America
1
Bank of America
North Carolina
$1.11B 19,482,044 +170,634 +0.9%
RJA
2
Raymond James & Associates
Florida
$758M 13,292,547 +823,801 +7%
Wells Fargo
3
Wells Fargo
California
$453M 7,935,871 +390,602 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$451M 7,898,121 +3,232,011 +69%
Morgan Stanley
5
Morgan Stanley
New York
$427M 7,493,696 +472,154 +7%
BlackRock
6
BlackRock
New York
$371M 6,504,415 +461,698 +8%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$352M 6,174,757 -616,420 -9%
UBS Group
8
UBS Group
Switzerland
$329M 5,775,725 +22,739 +0.4%
LPL Financial
9
LPL Financial
California
$315M 5,527,663 -115,846 -2%
NLI
10
Nippon Life Insurance
Japan
$307M 5,376,772 – –
Ameriprise
11
Ameriprise
Minnesota
$255M 4,451,997 +104,833 +2%
DCC
12
Dow Chemical Company
Michigan
$230M 4,027,402 +4,027,402 New
EMPI
13
Elo Mutual Pension Insurance
Finland
$224M 3,925,000 -75,000 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$223M 3,911,353 +443,101 +13%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$221M 3,873,485 +734,897 +23%
AG
16
Advisor Group
Arizona
$156M 2,734,701 +1,442,422 +112%
SEI Investments
17
SEI Investments
Pennsylvania
$144M 2,527,061 -136,782 -5%
CWM
18
Cornerstone Wealth Management
Missouri
$138M 6,977,163 -1,113,549 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$123M 2,156,246 +104,023 +5%
US Bancorp
20
US Bancorp
Minnesota
$115M 2,018,275 +47,113 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$113M 1,987,334 +90,001 +5%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$113M 1,983,074 +1,215,216 +158%
Mariner
23
Mariner
Kansas
$111M 1,942,845 -53,397 -3%
SAM
24
Securian Asset Management
Minnesota
$111M 1,938,631 -18,000 -0.9%
CFA
25
Carroll Financial Associates
North Carolina
$110M 1,923,733 -39,478 -2%
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