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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

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

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$389M
2
Ameriprise
Ameriprise
Minnesota
+$163M
3
BlackRock
BlackRock
New York
+$157M
4
Bank of America
Bank of America
North Carolina
+$144M
5
LPL Financial
LPL Financial
California
+$108M

Top Sellers

1
FA
Freestate Advisors
Kansas
-$75.3M
2
EMPI
Elo Mutual Pension Insurance
Finland
-$56.4M
3
M&T Bank
M&T Bank
New York
-$29.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$29.2M
5
MIH
Madison Investment Holdings
Wisconsin
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
276
Aspire Private Capital
North Carolina
$3.13M -$182K -3,088 -5%
WCM
277
Windham Capital Management
Massachusetts
$3.1M +$3.1M +52,701 New
BOPW
278
Brandywine Oak Private Wealth
Pennsylvania
$2.96M +$131K +2,228 +5%
FA
279
FDx Advisors
Illinois
$2.92M +$2.92M +49,623 New
CWM
280
CCG Wealth Management
California
$2.88M +$1.37M +23,224 +90%
PTC
281
Private Trust Company
Ohio
$2.88M +$708K +12,047 +33%
WF
282
WealthTrust Fairport
Ohio
$2.85M +$805K +13,690 +39%
DE
283
Day & Ennis
Georgia
$2.75M +$741K +12,609 +37%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$2.74M +$1.17M +19,869 +74%
Prudential Financial
285
Prudential Financial
New Jersey
$2.73M +$2.39M +40,570 +702%
IWS
286
Insight Wealth Strategies
California
$2.71M +$422K +7,184 +18%
FC
287
Ferris Capital
Massachusetts
$2.67M +$1.07M +18,264 +67%
PIM
288
Parker Investment Management
California
$2.66M +$1.94M +33,023 +270%
DWM
289
Dakota Wealth Management
Florida
$2.64M +$2.33M +39,680 +775%
LFG
290
LifePlan Financial Group
Ohio
$2.61M +$1.97M +33,510 +306%
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$2.57M +$968K +16,465 +60%
BA
292
Ballew Advisors
Mississippi
$2.57M -$196K -3,275 -7%
CBFP
293
Cedar Brook Financial Partners
Ohio
$2.55M +$448K +7,620 +21%
AA
294
Ancora Advisors
Ohio
$2.54M -$260K -4,422 -9%
LRPA
295
L. Roy Papp & Associates
Arizona
$2.52M +$845K +14,380 +50%
SCM
296
Smith Capital Management
Arkansas
$2.5M +$1.59K +27 +0.1%
WCM
297
WealthBridge Capital Management
Ohio
$2.5M +$82.7K +1,402 +3%
AWMS
298
Advocacy Wealth Management Services
Georgia
$2.48M +$2.46M +41,761 +22,820%
ECM
299
Evergreen Capital Management
Washington
$2.44M – – –
MAP
300
Milestone Advisory Partners
North Carolina
$2.39M +$2.39M +40,629 New
10 11
12
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