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iShares MSCI USA Min Vol Factor ETF
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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 %
BWA
326
BDO Wealth Advisors
Florida
$384K +$384K +7,396 New
Bessemer Group
327
Bessemer Group
New Jersey
$378K -$44.7M -860,000 -99%
WSFS
328
Wilmington Savings Fund Society
Delaware
$372K +$58.3K +1,121 +19%
PA
329
Parallel Advisors
California
$367K -$111K -2,141 -23%
PFA
330
Pinnacle Family Advisors
Missouri
$363K -$61.6K -1,185 -15%
GKWIM
331
Gerber Kawasaki Wealth & Investment Management
California
$362K +$27.7K +535 +8%
WIM
332
Westside Investment Management
California
$361K +$102 +2 +0%
WGCA
333
Wolf Group Capital Advisors
Virginia
$359K +$359K +6,907 New
CS
334
Credit Suisse
Switzerland
$358K -$1.23M -23,743 -77%
DAS
335
Dynamic Advisor Solutions
Arizona
$357K +$357K +6,868 New
NIA
336
Northstar Investment Advisors
Colorado
$346K – – –
FMBTD
337
First Midwest Bank Trust Division
Illinois
$337K +$337K +6,495 New
SG
338
StoneX Group
New York
$334K +$131K +2,518 +64%
CAS
339
Cue Advisory Services
Arizona
$332K +$14.6K +280 +5%
CA
340
Calton & Associates
Florida
$326K -$154K -2,957 -32%
PJSIMP
341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K +$65.1K +1,254 +26%
BA
342
BCM Advisors
Louisiana
$311K -$32.2K -620 -9%
OBWP
343
O'Brien Wealth Partners
Massachusetts
$309K +$1.4K +27 +0.5%
LRPA
344
L. Roy Papp & Associates
Arizona
$307K +$307K +5,912 New
PL
345
Parthenon LLC
Kentucky
$305K – – –
Sumitomo Mitsui Trust Group
346
Sumitomo Mitsui Trust Group
Japan
$301K +$33.7K +650 +13%
PWW
347
Pettyjohn Wood & White
Virginia
$300K +$208 +4 +0.1%
SIAS
348
Shine Investment Advisory Services
Colorado
$296K – – –
BF
349
BOK Financial
Oklahoma
$294K +$65.7K +1,264 +29%
AC
350
Abbrea Capital
California
$292K +$292K +5,620 New
12 13
14
15 16