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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 %
AWM
401
Aevitas Wealth Management
Massachusetts
$115K +$364 +7 +0.3%
PW
402
Price Wealth
Texas
$93K – – –
TCOV
403
Trust Company of Vermont
Vermont
$93K +$13K +250 +16%
OC
404
Oakworth Capital
Alabama
$85K – – –
SWP
405
Strategic Wealth Partners
Ohio
$85K +$13.1K +252 +18%
WEC
406
Winslow Evans & Crocker
Massachusetts
$81.3K -$63.8K -1,230 -44%
CA
407
Crewe Advisors
Utah
$78K – – –
RFWA
408
RPg Family Wealth Advisory
Massachusetts
$76.2K – – –
VFA
409
Valeo Financial Advisors
Indiana
$70K +$20.1K +387 +40%
ME
410
McIlrath & Eck
Washington
$65K -$3.62K -70 -5%
YWP
411
YorkBridge Wealth Partners
New York
$65K – – –
GI
412
Gradient Investments
Minnesota
$56K +$11.2K +215 +25%
MA
413
MUFG Americas
New York
$55K -$5.24K -100 -9%
PWAG
414
Polaris Wealth Advisory Group
California
$55K +$55K +1,055 New
AIM
415
Anchor Investment Management
South Carolina
$54.9K – – –
PO
416
Private Ocean
California
$51K +$51K +1,000 New
CBT
417
Capital Bank & Trust
California
$49K – – –
FCAG
418
First Capital Advisors Group
New Jersey
$48K +$48K +926 New
CCM
419
Cribstone Capital Management
Maine
$45K -$11.6K -225 -20%
SIS
420
Sound Income Strategies
Florida
$45K +$35.1K +684 +356%
IIC
421
Integrated Investment Consultants
Michigan
$45K +$45K +860 New
JFA
422
JNBA Financial Advisors
Minnesota
$44K – – –
MOS
423
MGO One Seven
Ohio
$44K – – –
EWM
424
Endurance Wealth Management
Rhode Island
$40K +$40K +770 New
SP
425
SWS Partners
Ohio
$35K +$102 +2 +0.3%
15 16
17
18 19