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 %
CHP
451
Cable Hill Partners
Oregon
$8K +$6.6K +127 +470%
AA
452
AlphaMark Advisors
Kentucky
$7K – – –
HS
453
Horan Securities
United States
$6K – – –
RIA
454
RPG Investment Advisory
California
$6K +$49 +1 +0.8%
BFC
455
Bedel Financial Consulting
Indiana
$5K +$5K +92 New
GFP
456
Gryphon Financial Partners
Ohio
$5K +$5K +100 New
NC
457
NewSquare Capital
Pennsylvania
$4K – – –
RFA
458
Reilly Financial Advisors
California
$4K – – –
PVH
459
Psagot Value Holdings
Israel
$4K – – –
VNA
460
Valley National Advisers
Pennsylvania
$4K +$51 +1 +1%
CBT
461
Central Bank & Trust
Kentucky
$3K +$3K +49 New
DBT
462
Dubuque Bank & Trust
Iowa
$2K -$10.7K -236 -84%
AFNAS
463
American Financial Network Advisory Services
California
$1.5K -$647K -47,047 -100%
TIM
464
Tortoise Investment Management
New York
$1K -$1.91K -44 -66%
SHJ
465
Sharkey, Howes & Javer
Colorado
$1K +$1K +10 New
AIL
466
AGF Investments LLC
Ontario, Canada
$1K +$1K +14 New
BRC
467
Bell Rock Capital
Delaware
$1K +$1K +27 New
AAC
468
Acorn Advisory Capital
New York
– -$18.1M -342,714 Closed
PCM
469
Price Capital Management
Louisiana
– -$3.48M -65,865 Closed
IH
470
IFC Holdings
Florida
– -$2.94M -55,775 Closed
SI
471
SII Investments
Wisconsin
– -$1.49M -28,237 Closed
Simplex Trading
472
Simplex Trading
Illinois
– -$929K -17,617 Closed
NFG
473
Nations Financial Group
Iowa
– -$772K -14,624 Closed
TF
474
TIAA FSB
Florida
– -$636K -12,056 Closed
SC
475
Scotia Capital
Ontario, Canada
– -$553K -10,480 Closed
16 17 18
19
20