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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 %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$55.4M +$10.7M +206,787 +24%
Allianz Asset Management
27
Allianz Asset Management
Germany
$53.1M -$29.3M -563,310 -36%
UCFA
28
United Capital Financial Advisors
Texas
$52.1M +$93.9K +1,808 +0.2%
AWA
29
ARS Wealth Advisors
Florida
$51.3M +$913K +17,574 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$50.4M +$1.94M +37,352 +4%
CAN
31
Cetera Advisor Networks
California
$49.8M +$2M +38,473 +4%
CPO
32
Cerity Partners OCIO
New York
$49.2M +$2.83M +54,542 +6%
CA
33
Cetera Advisors
Colorado
$48.3M -$540K -10,404 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$44.3M +$1.04M +20,082 +2%
MCM
35
MV Capital Management
Maryland
$40.3M -$2.56M -49,369 -6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$39.8M +$4.78M +92,199 +14%
QI
37
QS Investors
New York
$38.6M -$33.2M -639,827 -46%
AC
38
Allstate Corporation
Illinois
$36.9M – – –
MML Investors Services
39
MML Investors Services
Massachusetts
$36.9M -$19.8M -382,194 -35%
NA
40
Nottingham Advisors
New York
$36.3M -$3.47M -63,542 -9%
AssetMark Inc
41
AssetMark Inc
California
$35.7M +$484K +9,322 +1%
GT
42
Glenmede Trust
Pennsylvania
$33.9M – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$32.9M +$1.73M +33,410 +6%
Citigroup
44
Citigroup
New York
$32.7M -$506M -9,744,722 -94%
AI
45
Atria Investments
North Carolina
$31M +$1.63M +31,469 +6%
AWS
46
AJ Wealth Strategies
New York
$26.5M +$676K +13,020 +3%
Comerica Bank
47
Comerica Bank
Texas
$26.2M -$3.77M -71,671 -13%
Stifel Financial
48
Stifel Financial
Missouri
$26M -$1.11M -21,376 -4%
PAG
49
Private Advisor Group
New Jersey
$25.9M +$11.2M +216,193 +76%
MIAN
50
Mariner Independent Advisor Network
Kansas
$25.8M +$14.6M +281,081 +130%
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