USMV icon

iShares MSCI USA Min Vol Factor ETF

655 hedge funds and large institutions have $16B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+43
Holders Change %
+7.03%
% of All Funds
14.2%
Holding in Top 10
145
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.21%
% of All Funds
3.14%
New
92
Increased
330
Reduced
153
Closed
39
Calls
$16.9M
Puts
$2.93M
Net Calls
+$14M
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
226
Lunia Capital
Texas
$5.18M -$10.5M -178,836 -67%
MLIC
227
Mandatum Life Insurance Company
Finland
$5.17M
SIA
228
Strategic Investment Advisors
Michigan
$5.11M +$570K +9,685 +13%
DP
229
Denver PWM
Colorado
$5.02M +$4.53M +76,704 +920%
PA
230
Pinnacle Associates
New York
$4.95M +$455K +7,742 +10%
NFG
231
Nations Financial Group
Iowa
$4.91M +$267K +4,538 +6%
PCM
232
Peak Capital Management
Colorado
$4.9M -$553K -9,405 -10%
W
233
Wealthquest
Ohio
$4.87M +$1.43M +24,308 +42%
CFD
234
Creative Financial Designs
Indiana
$4.87M -$3M -51,027 -38%
SAM
235
Stringer Asset Management
Tennessee
$4.83M -$373K -6,348 -7%
BC
236
Brinker Capital
Pennsylvania
$4.83M -$64.1K -1,091 -1%
MWM
237
MorganRosel Wealth Management
Colorado
$4.72M -$158K -2,687 -3%
KA
238
Kovack Advisors
Florida
$4.69M +$131K +2,234 +3%
AIP
239
Almanack Investment Partners
Pennsylvania
$4.65M -$118K -2,001 -2%
SFP
240
Shepherd Financial Partners
Massachusetts
$4.62M -$563K -9,581 -11%
PWM
241
PRW Wealth Management
Massachusetts
$4.59M +$935K +15,900 +26%
SPI
242
Santori & Peters Inc
Pennsylvania
$4.55M +$285K +4,854 +7%
F
243
F3Logic
Minnesota
$4.53M +$672K +11,422 +17%
FHC
244
First Heartland Consultants
Missouri
$4.47M -$93K -1,596 -2%
SHIM
245
Stone House Investment Management
Pennsylvania
$4.26M +$660K +11,226 +18%
C
246
Clearshares
New York
$4.25M +$3.94M +66,936 +1,243%
OWM
247
Opes Wealth Management
California
$4.23M +$4.23M +71,848 New
FHA
248
Flagship Harbor Advisors
Massachusetts
$4.2M +$486K +8,261 +13%
IWP
249
Icon Wealth Partners
Texas
$4.18M +$1.09M +18,608 +36%
SAM
250
Silvercrest Asset Management
New York
$4.15M +$2.91M +49,543 +236%