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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 %
PAI
276
Pittenger & Anderson Inc
Nebraska
$756K +$37.4K +720 +5%
LI
277
LVZ Inc
Michigan
$714K -$159K -3,069 -18%
WSTAM
278
Wilbanks Smith & Thomas Asset Management
Virginia
$712K -$567K -10,911 -44%
MHS
279
M Holdings Securities
Oregon
$701K +$110K +2,112 +19%
CTI
280
Community Trust & Investment
Kentucky
$700K -$11.4M -219,949 -94%
NWS
281
Newport Wealth Strategies
California
$697K -$34.8K -670 -5%
LSAG
282
Lake Street Advisors Group
New Hampshire
$679K +$679K +13,080 New
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$674K -$7.68K -148 -1%
AP
284
Appleton Partners
Massachusetts
$664K -$54.5K -1,050 -8%
UIA
285
UBP Investment Advisors
Switzerland
$661K – – –
State Street
286
State Street
Massachusetts
$648K -$15.2K -293 -2%
CCM
287
Crabel Capital Management
California
$629K +$629K +12,121 New
MSAM
288
Moloney Securities Asset Management
Missouri
$617K +$214K +4,125 +53%
SWMG
289
Sanchez Wealth Management Group
Florida
$614K -$7.84M -153,589 -93%
SF
290
Synovus Financial
Georgia
$596K -$73.5K -1,417 -11%
WT
291
Whittier Trust
California
$595K – – –
Brown Advisory
292
Brown Advisory
Maryland
$589K -$191K -3,670 -24%
FFBTD
293
First Financial Bank - Trust Division
Ohio
$581K -$8.52K -164 -1%
ONB
294
Old National Bancorp
Indiana
$577K -$33.2K -639 -5%
SBL
295
Sargent Bickham Lagudis
Colorado
$573K -$88.2K -1,697 -13%
IP
296
Investment Partners
Ohio
$573K +$1.76K +34 +0.3%
HPC
297
Hobart Private Capital
North Carolina
$550K +$234K +4,502 +74%
VAM
298
Visionary Asset Management
Texas
$528K -$55.8K -1,083 -10%
MA
299
MCF Advisors
Kentucky
$517K -$630K -12,133 -55%
RFC
300
Regions Financial Corp
Alabama
$504K +$84.2K +1,620 +20%
10 11
12
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