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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 %
APSP
351
Asset Planning Services (Pennsylvania)
Pennsylvania
$290K -$65K -1,254 -18%
EAMA
352
EFG Asset Management (Americas)
Florida
$289K – – –
FNT
353
First National Trust
Pennsylvania
$288K -$112K -2,153 -28%
FCIM
354
Fairview Capital Investment Management
California
$285K +$75.1K +1,450 +36%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$285K +$83.1K +1,630 +41%
ACM
356
Aviance Capital Management
Florida
$283K +$106K +2,041 +60%
BFPW
357
BOK Financial Private Wealth
Colorado
$279K -$2.54K -49 -0.9%
VHAM
358
Van Hulzen Asset Management
California
$274K +$15.6K +300 +6%
DP
359
Denver PWM
Colorado
$271K – – –
HA
360
Harfst & Associates
Wyoming
$270K – – –
JG
361
Jefferies Group
New York
$269K -$785K -15,100 -74%
CWA
362
Cypress Wealth Advisors
California
$265K -$75.2K -1,445 -22%
BFIM
363
Beese Fulmer Investment Management
Ohio
$264K – – –
SCM
364
Shelton Capital Management
Colorado
$260K – – –
CNBT
365
Canandaigua National Bank & Trust
New York
$255K -$12.1K -232 -5%
PCG
366
Private Capital Group
Connecticut
$255K +$245K +4,699 +2,385%
WTC
367
WhitTier Trust Company
Nevada
$254K -$1.3K -25 -0.5%
FWM
368
Focused Wealth Management
New York
$251K -$33.9K -652 -12%
Northern Trust
369
Northern Trust
Illinois
$246K -$373K -7,184 -60%
DWT
370
Dorsey & Whitney Trust
South Dakota
$244K – – –
BI
371
Ballast Inc
Kentucky
$244K – – –
FCI
372
Financial Counselors Inc
Kansas
$241K -$51.9K -998 -18%
V
373
Veritable
Delaware
$239K -$4.89M -94,230 -95%
FHB
374
First Hawaiian Bank
Hawaii
$233K -$74.9K -1,440 -24%
DOA
375
D'Orazio & Associates
Virginia
$233K -$26K -500 -10%
13 14
15
16 17