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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

655 hedge funds and large institutions have $16B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 153 reducing their positions, and 39 closing their positions.

Holders
655
Holders Change
+43
Holders Change %
+7.03%
% of All Funds
14.2%
Holding in Top 10
145
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.21%
% of All Funds
3.14%
New
92
Increased
330
Reduced
153
Closed
39
Calls
$16.9M
Puts
$2.93M
Net Calls
+$14M
Net Calls Change
-$453K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.2B
2
Ameriprise
2
Ameriprise
Minnesota
$523M
3
BlackRock
3
BlackRock
New York
$595M
4
Bank of America
4
Bank of America
North Carolina
$1.76B
5
LPL Financial
5
LPL Financial
California
$504M

Top Sellers

1
FA
1
Freestate Advisors
Kansas
$5.27M
2
EMPI
2
Elo Mutual Pension Insurance
Finland
$159M
3
M&T Bank
3
M&T Bank
New York
$129M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.1M
5
MIH
5
Madison Investment Holdings
Wisconsin
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$129M 2,189,724 -503,852 -19%
SAM
27
Securian Asset Management
Minnesota
$122M 2,077,661 – –
LFA
28
Legacy Financial Advisors
Kentucky
$107M 1,817,291 +85,475 +5%
CFA
29
Carroll Financial Associates
North Carolina
$106M 1,796,661 -182,591 -9%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$95.7M 1,627,691 -326,175 -17%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$95.1M 1,616,939 +387,588 +32%
CA
32
Cetera Advisors
Colorado
$90.7M 1,541,130 +358,990 +30%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$88.3M 1,501,678 +323,973 +28%
SCA
34
Stuart Chaussee & Associates
California
$86.3M 1,466,931 +303,554 +26%
UCFA
35
United Capital Financial Advisors
Texas
$75.9M 1,291,356 +138,144 +12%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$75.3M 1,279,839 +152,169 +13%
MML Investors Services
37
MML Investors Services
Massachusetts
$72.5M 1,232,300 +61,682 +5%
USAA
38
United Services Automobile Association
Texas
$70.2M 1,193,740 -108,000 -8%
AIM
39
Astor Investment Management
Illinois
$69.8M 1,187,205 -71,083 -6%
VAG
40
VisionPoint Advisory Group
Texas
$68.2M 1,160,256 +77,214 +7%
GFPC
41
Global Financial Private Capital
Florida
$68.2M 1,159,732 -17,139 -1%
CPO
42
Cerity Partners OCIO
New York
$67.6M 1,148,963 +103,413 +10%
PAG
43
Private Advisor Group
New Jersey
$65.7M 1,116,630 +134,132 +14%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$65.5M 1,114,753 +95,335 +9%
TWM
45
Tolleson Wealth Management
Texas
$65.3M 1,110,531 -37,026 -3%
SCM
46
SCS Capital Management
Massachusetts
$64.7M 1,100,301 +446,646 +68%
CCMG
47
Clark Capital Management Group
Pennsylvania
$60.9M 1,036,449 -291,818 -22%
AWA
48
ARS Wealth Advisors
Florida
$60.2M 1,023,883 +6,646 +0.7%
CAN
49
Cetera Advisor Networks
California
$58.3M 990,693 -32,457 -3%
NA
50
Nottingham Advisors
New York
$57.9M 960,239 +92,011 +11%
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