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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 %
ACP
301
Aveo Capital Partners
Colorado
$499K -$371K -7,137 -43%
AWM
302
Altium Wealth Management
New York
$496K – – –
IWC
303
Integrated Wealth Concepts
Massachusetts
$489K +$99.6K +1,952 +26%
VWA
304
V Wealth Advisors
Kansas
$477K -$63.7K -1,243 -12%
GLA
305
Good Life Advisors
Pennsylvania
$472K +$8.15K +160 +2%
VWM
306
Venturi Wealth Management
Texas
$466K +$6.65K +128 +1%
PIM
307
Parker Investment Management
California
$457K -$32K -618 -7%
LFG
308
LifePlan Financial Group
Ohio
$456K -$5.04K -97 -1%
AT
309
Arden Trust
Delaware
$450K – – –
SFSIG
310
San Francisco Sentry Investment Group
California
$443K -$21.1K -407 -5%
WS
311
Wedbush Securities
California
$441K +$441K +8,494 New
MYIA
312
Mount Yale Investment Advisors
Colorado
$438K +$438K +8,438 New
PCMK
313
Paragon Capital Management (Kansas)
Kansas
$436K +$436K +8,414 New
XS
314
XML Securities
Maryland
$431K +$106K +2,040 +33%
BOH
315
Bank of Hawaii
Hawaii
$430K – – –
WWM
316
Wagner Wealth Management
South Carolina
$427K – – –
SFI
317
SPC Financial Inc
Maryland
$424K +$130K +2,508 +44%
WAM
318
Weatherly Asset Management
California
$422K -$43.9K -844 -9%
KeyBank National Association
319
KeyBank National Association
Ohio
$419K +$419K +8,069 New
AIA
320
AIMZ Investment Advisors
California
$417K – – –
PCP
321
Proficio Capital Partners
Massachusetts
$415K – – –
DWM
322
Dynasty Wealth Management
Florida
$410K +$2.6K +50 +0.6%
APA
323
American Portfolios Advisors
New York
$400K -$19.9K -384 -5%
TFO
324
Tarbox Family Office
California
$398K +$398K +7,658 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$389K – – –
11 12
13
14 15