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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 %
AC
551
Avestar Capital
New York
$218K 3,732 – –
LP
552
LGL Partners
Pennsylvania
$216K 3,679 +3,679 New
PCA
553
Providence Capital Advisors
North Carolina
$215K 3,657 – –
BJL
554
Brighton Jones LLC
Washington
$215K 3,661 +3,661 New
RW
555
RVW Wealth
California
$214K 3,633 +3,633 New
MAS
556
Managed Account Services
Florida
$213K 3,586 +3,586 New
MIC
557
Means Investment Company
Maine
$211K 3,587 +3,587 New
SB
558
Strategic Blueprint
Georgia
$206K 3,500 +3,500 New
HIM
559
Hanlon Investment Management
New Jersey
$205K 3,494 +3,494 New
HCA
560
Harbour Capital Advisors
Virginia
$200K 3,400 +3,400 New
SPL
561
Smart Portfolios LLC
Washington
$193K 3,284 +1 +0%
ESB
562
Essex Savings Bank
Connecticut
$190K 3,237 – –
TL
563
TrueWealth LLC
Georgia
$175K 2,984 +82 +3%
VFA
564
Valeo Financial Advisors
Indiana
$174K 2,958 -283 -9%
Simplex Trading
565
Simplex Trading
Illinois
$171K 2,911 +2,521 +646%
AA
566
Advisory Alpha
Michigan
$169K 2,873 +2,873 New
BBHC
567
Brown Brothers Harriman & Co
New York
$167K 2,835 -35 -1%
CWM
568
Catamount Wealth Management
Connecticut
$167K 2,840 +2,840 New
CMO
569
Covenant Multifamily Offices
Texas
$155K 2,644 +2,644 New
CCM
570
Covington Capital Management
California
$153K 2,600 -791 -23%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$152K 2,589 +714 +38%
SL
572
Salomon & Ludwin
Virginia
$143K 2,431 +2,431 New
TC
573
Truvestments Capital
Florida
$142K 2,421 +2,421 New
CAM
574
Cresset Asset Management
Illinois
$138K 2,340 +805 +52%
QCIG
575
Quad-Cities Investment Group
Iowa
$136K 2,320 +500 +27%
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