USMV icon

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 %
IIA
376
IPG Investment Advisors
California
$231K – – –
NL
377
NWAM LLC
Washington
$231K +$15.6K +300 +7%
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$229K -4,402 -50%
FPFS
379
First Personal Financial Services
North Carolina
$223K -$101K -1,950 -31%
LCP
380
Legacy Capital Partners
Wisconsin
$221K -$34.3K -660 -13%
NWP
381
Northstar Wealth Partners
Connecticut
$220K -$725 -14 -0.3%
PP
382
PDS Planning
Ohio
$218K -$78.2K -1,503 -26%
NGA
383
Naples Global Advisors
Florida
$218K -$5.18K -100 -2%
HCA
384
Harbour Capital Advisors
Virginia
$216K -$65.1K -1,250 -23%
BFEC
385
Benjamin F. Edwards & Company
Missouri
$207K +$86.1K +1,659 +71%
BA
386
Boston Advisors
Massachusetts
$205K – – –
LFPWM
387
Leicht Financial Planning & Wealth Management
New Jersey
$204K -$8.01K -158 -4%
LA
388
LexAurum Advisors
Kansas
$201K -$34K -656 -14%
EIA
389
Eldridge Investment Advisors
New Hampshire
$200K – – –
EA
390
Edge Advisors
Georgia
$194K +$7.75K +150 +4%
LNB
391
Ledyard National Bank
$186K -$10.4K -200 -5%
CIM
392
Contravisory Investment Management
Massachusetts
$183K +$63.7K +1,224 +53%
EWM
393
Edge Wealth Management
New York
$181K +$116K +2,241 +180%
CF
394
Centaurus Financial
California
$175K +$175K +3,377 New
GRP
395
Global Retirement Partners
California
$157K +$15.2K +291 +11%
TL
396
TrueWealth LLC
Georgia
$151K – – –
BBHC
397
Brown Brothers Harriman & Co
New York
$147K – – –
WP
398
WealthShield Partners
North Carolina
$127K -$4.37K -84 -3%
PCA
399
Providence Capital Advisors
North Carolina
$120K -$62.1K -1,200 -34%
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$117K -$150K -2,896 -56%
14 15
16
17 18