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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 %
AII
251
AGF Investments Inc
Ontario, Canada
$1.02M -$174K -3,348 -15%
FA
252
FDx Advisors
Illinois
$1.01M -$784K -15,111 -44%
Wolverine Trading
253
Wolverine Trading
Illinois
$998K -$805K -15,500 -45%
PWMAG
254
Pinnacle Wealth Management Advisory Group
New Jersey
$990K -$74.7K -1,439 -7%
1WA
255
180 Wealth Advisors
Washington
$972K +$426K +8,183 +78%
JCM
256
Jacobi Capital Management
Pennsylvania
$947K -$4.75K -93 -0.5%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$933K +$35K +685 +4%
SBA
258
Secrest Blakey & Associates
North Carolina
$928K -$54K -1,040 -5%
BAM
259
Belpointe Asset Management
Nevada
$898K -$649K -12,496 -42%
ACM
260
Armbruster Capital Management
New York
$883K +$883K +17,003 New
MC
261
Moors & Cabot
Massachusetts
$879K -$186K -3,572 -17%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$872K +$331K +6,360 +61%
WCG
263
Wall Capital Group
Arizona
$871K +$184K +3,540 +27%
FLI
264
Family Legacy Inc
South Carolina
$868K +$340K +6,545 +64%
PWS
265
Paragon Wealth Strategies
Florida
$864K -$163K -3,133 -16%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$864K +$13.5K +260 +2%
BII
267
Bainco International Investors
Massachusetts
$862K -$5.08M -97,911 -85%
CCG
268
Cypress Capital Group
Florida
$861K +$44.2K +850 +5%
CAM
269
Concorde Asset Management
Michigan
$857K +$202K +3,867 +31%
F
270
F3Logic
Minnesota
$850K +$850K +16,358 New
JSL
271
JT Stratford LLC
Georgia
$827K +$8.31K +160 +1%
BRF
272
B. Riley Financial
California
$826K -$118K -2,279 -13%
PCM
273
Parsons Capital Management
Rhode Island
$808K +$246K +4,726 +44%
BBA
274
Braun-Bostich & Associates
Pennsylvania
$775K +$34.2K +658 +5%
EWF
275
Epstein & White Financial
California
$769K +$293K +5,654 +62%
9 10
11
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