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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

467 hedge funds and large institutions have $8.23B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 171 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+14
Holders Change %
+3.09%
% of All Funds
10.72%
Holding in Top 10
72
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.37%
% of All Funds
1.65%
New
49
Increased
188
Reduced
171
Closed
32
Calls
$2.44M
Puts
$2.23M
Net Calls
+$213K
Net Calls Change
+$2.31M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$57M
2
GFPC
Global Financial Private Capital
Florida
+$35M
3
Wells Fargo
Wells Fargo
California
+$30.6M
4
AIM
Astor Investment Management
Illinois
+$27.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$25.5M

Top Sellers

1
Citigroup
Citigroup
New York
-$506M
2
Bank of America
Bank of America
North Carolina
-$72.7M
3
Bessemer Group
Bessemer Group
New Jersey
-$44.7M
4
FWP
FAS Wealth Partners
Kansas
-$36M
5
QI
QS Investors
New York
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
226
Oak Point Wealth Management
Michigan
$1.48M +$232K +4,538 +19%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M +$408K +7,850 +39%
IWP
228
Icon Wealth Partners
Texas
$1.38M +$866K +16,674 +168%
MSA
229
Marino Stram & Associates
Massachusetts
$1.35M -$37.5K -723 -3%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$1.29M +$187K +3,600 +17%
FCT
231
Family Capital Trust
Massachusetts
$1.24M +$13.8K +265 +1%
CC
232
Courier Capital
New York
$1.23M -$20.8K -400 -2%
PS
233
Portfolio Solutions
Michigan
$1.23M +$110K +2,116 +10%
MA
234
Mutual Advisors
Nebraska
$1.23M +$180K +3,467 +17%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$1.22M +$132K +2,550 +12%
ATFA
236
All Terrain Financial Advisors
Minnesota
$1.22M – – –
AA
237
Ancora Advisors
Ohio
$1.21M +$388K +7,473 +47%
VC
238
Vicus Capital
Pennsylvania
$1.19M +$79.4K +1,529 +7%
VIA
239
Vantage Investment Advisors
Pennsylvania
$1.19M +$22.1K +426 +2%
CAN
240
Claraphi Advisory Network
United States
$1.18M +$183K +3,524 +18%
DE
241
Day & Ennis
Georgia
$1.18M +$5.5K +106 +0.5%
B
242
Bridgeworth
Alabama
$1.16M +$554K +10,763 +91%
S
243
SignatureFD
Georgia
$1.16M -$20.7K -398 -2%
PD
244
Planning Directions
Pennsylvania
$1.16M +$1.16M +22,280 New
TSS
245
Two Sigma Securities
New York
$1.14M +$1.14M +21,893 New
WAM
246
Watermark Asset Management
California
$1.13M +$675 +13 +0.1%
OC
247
Oppenheimer & Co
New York
$1.1M +$223K +4,295 +25%
AFP
248
Ausdal Financial Partners
Iowa
$1.08M +$150K +2,878 +16%
BCMO
249
Buckingham Capital Management (Ohio)
Ohio
$1.03M -$21.6K -417 -2%
Creative Planning
250
Creative Planning
Kansas
$1.02M -$9.56K -184 -0.9%
8 9
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