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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 %
EK
426
Evensky & Katz
Florida
$34K -$25M -481,922 -100%
M
427
MOTCO
Texas
$34K -$119K -2,310 -78%
NWM
428
Northwest Wealth Management
Iowa
$34K +$34K +656 New
CCM
429
Covington Capital Management
California
$31K – – –
SA
430
SRH Advisors
Kansas
$30K – – –
1IA
431
1834 Investment Advisors
Wisconsin
$28K +$28K +534 New
FRA
432
Front Row Advisors
California
$24K +$2.92K +56 +14%
PFSC
433
Peoples Financial Services Corp
Pennsylvania
$23K – – –
CPA
434
Clear Perspective Advisors
Illinois
$23K +$23K +441 New
MFBTD
435
MB Financial Bank - Trust Department
Illinois
$22K – – –
AIP
436
Ameritas Investment Partners
Nebraska
$21K – – –
SWMG
437
Signature Wealth Management Group
Georgia
$19K – – –
CAGAS
438
Capital Advisory Group Advisory Services
Minnesota
$18K +$18K +350 New
NR
439
Newfound Research
Massachusetts
$17K -$1.8K -35 -10%
OIA
440
Optimum Investment Advisors
Illinois
$16K +$16K +300 New
AF
441
Advisornet Financial
Minnesota
$14K +$11.8K +223 +544%
BWM
442
Baystate Wealth Management
Massachusetts
$13K -$563 -11 -4%
MPPLM
443
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K +$3.22K +60 +33%
UBS AM
444
UBS AM
Illinois
$11.4K – – –
MCM
445
Mainstay Capital Management
Michigan
$11K – – –
PG
446
Patten Group
Tennessee
$10K – – –
AWMS
447
Advocacy Wealth Management Services
Georgia
$10K – – –
HNB
448
Huntington National Bank
Ohio
$10K – – –
SWM
449
SeaCrest Wealth Management
New York
$10K – – –
QCG
450
Quadrant Capital Group
Ohio
$10K +$10K +202 New
16 17
18
19 20