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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

612 hedge funds and large institutions have $12.5B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 247 increasing their positions, 130 reducing their positions, and 37 closing their positions.

Holders
612
Holders Change
+124
Holders Change %
+25.41%
% of All Funds
13.66%
Holding in Top 10
134
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+67.5%
% of All Funds
2.99%
New
165
Increased
247
Reduced
130
Closed
37
Calls
$16M
Puts
$1.58M
Net Calls
+$14.5M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.44B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$658M
3
S
3
SignatureFD
Georgia
$150M
4
Morgan Stanley
4
Morgan Stanley
New York
$508M
5
UBS Group
5
UBS Group
Switzerland
$417M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.73M
2
QI
2
QS Investors
New York
$22.1M
3
NIMI
3
Natixis Investment Managers International
France
$0
4
EMPI
4
Elo Mutual Pension Insurance
Finland
$192M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$69.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.44B 27,564,770 +8,082,726 +41%
RJA
2
Raymond James & Associates
Florida
$726M 13,849,934 +557,387 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$658M 12,557,365 +4,659,244 +59%
Wells Fargo
4
Wells Fargo
California
$511M 9,756,466 +1,820,595 +23%
Morgan Stanley
5
Morgan Stanley
New York
$508M 9,689,267 +2,195,571 +29%
UBS Group
6
UBS Group
Switzerland
$417M 7,966,942 +2,191,217 +38%
BlackRock
7
BlackRock
New York
$390M 7,451,532 +947,117 +15%
LPL Financial
8
LPL Financial
California
$353M 6,745,311 +1,217,648 +22%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329M 6,279,219 +104,462 +2%
Ameriprise
10
Ameriprise
Minnesota
$321M 6,130,358 +1,678,361 +38%
NLI
11
Nippon Life Insurance
Japan
$281M 5,376,772 – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$247M 4,708,265 +834,780 +22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$237M 4,524,901 +613,548 +16%
DCC
14
Dow Chemical Company
Michigan
$211M 4,027,402 – –
EMPI
15
Elo Mutual Pension Insurance
Finland
$192M 3,660,000 -265,000 -7%
AG
16
Advisor Group
Arizona
$183M 3,495,911 +761,210 +28%
US Bancorp
17
US Bancorp
Minnesota
$176M 3,362,952 +1,344,677 +67%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$153M 2,912,940 +925,606 +47%
S
19
SignatureFD
Georgia
$150M 2,854,032 +2,831,790 +12,732%
M&T Bank
20
M&T Bank
New York
$141M 2,693,576 +1,663,255 +161%
SEI Investments
21
SEI Investments
Pennsylvania
$130M 2,488,786 -38,275 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$127M 2,421,246 +265,000 +12%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$120M 2,296,880 +313,806 +16%
Mariner
24
Mariner
Kansas
$116M 2,208,344 +265,499 +14%
SAM
25
Securian Asset Management
Minnesota
$109M 2,077,661 +139,030 +7%
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