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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 %
FTUS
476
Flow Traders U.S.
New York
– -$516K -9,771 Closed
IFWM
477
Institute for Wealth Management
Colorado
– -$355K -6,731 Closed
RA
478
RFG Advisory
Alabama
– -$308K -5,808 Closed
HF
479
HRT Financial
New York
– -$272K -5,154 Closed
CPIA
480
Cornell Pochily Investment Advisors
New York
– -$254K -4,819 Closed
PMG
481
ProVise Management Group
Florida
– -$229K -4,337 Closed
SP
482
Successful Portfolios
Florida
– -$218K -4,121 Closed
KFA
483
Kelleher Financial Advisors
New York
– -$212K -4,034 Closed
LC
484
Landaas & Company
Wisconsin
– -$162K -3,064 Closed
SEIA
485
Signature Estate & Investment Advisors
California
– -$101K -1,920 Closed
BWA
486
Burt Wealth Advisors
Maryland
– -$86K -1,620 Closed
1832 Asset Management
487
1832 Asset Management
Ontario, Canada
– -$43K -825 Closed
TWA
488
TCI Wealth Advisors
Arizona
– -$43K -808 Closed
VCM
489
Virtue Capital Management
Tennessee
– -$22K -423 Closed
BL
490
Balentine LLC
Georgia
– -$16K -300 Closed
MFT
491
Moisand Fitzgerald Tamayo
Florida
– -$15K -275 Closed
FCB
492
First Command Bank
Texas
– -$14K -266 Closed
FCFS
493
First Command Financial Services
Texas
– -$14K -266 Closed
IA
494
IndexIQ Advisors
New York
– -$7K -130 Closed
FFG
495
Ford Financial Group
California
– -$4K -87 Closed
MIFH
496
Migdal Insurance & Financial Holdings
Israel
– -$4K -85 Closed
CB
497
CNB Bank
Pennsylvania
– -$4K -75 Closed
NPC
498
National Planning Corporation
California
– -$2.49K -47 Closed
TFA
499
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
HWM
500
Holloway Wealth Management
Florida
– -$93K – –
16 17 18 19
20