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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 %
CRWM
651
Castle Rock Wealth Management
California
$1K 12,920 +12,920 New
MC
652
Muzinich & Co
New York
$471 8,009 -2,937 -27%
ACA
653
Anchor Capital Advisors
Massachusetts
$466 7,930 +7,930 New
Koshinski Asset Management
654
Koshinski Asset Management
Illinois
$422 7,185 +7,185 New
CC
655
Claybrook Capital
Massachusetts
– – -209,190 Closed
EWM
656
Elite Wealth Management
Washington
– – -174,469 Closed
GFP
657
Gryphon Financial Partners
Ohio
– – -71,772 Closed
DIP
658
DT Investment Partners
Pennsylvania
– – -69,337 Closed
PS
659
Portfolio Solutions
Michigan
– – -39,951 Closed
WBG
660
Wharton Business Group
Pennsylvania
– – -39,187 Closed
BAM
661
Belpointe Asset Management
Nevada
– – -35,183 Closed
RFO
662
RiverGlades Family Offices
Florida
– – -34,196 Closed
MTB
663
Mizuho Trust & Banking
Japan
– – -30,000 Closed
PCM
664
Penserra Capital Management
California
– – -29,243 Closed
PFS
665
Prospera Financial Services
Texas
– – -21,657 Closed
CFA
666
Capstone Financial Advisors
Illinois
– – -21,581 Closed
CL
667
Cabana LLC
Arkansas
– – -16,581 Closed
SFS
668
Strategic Financial Services
New York
– – -11,170 Closed
FIA
669
Foundations Investment Advisors
Arizona
– – -9,341 Closed
BOH
670
Bank of Hawaii
Hawaii
– – -8,284 Closed
W
671
WealthOne
New York
– – -7,096 Closed
BII
672
Bainco International Investors
Massachusetts
– – -6,030 Closed
DWT
673
Dorsey & Whitney Trust
South Dakota
– – -5,500 Closed
BCA
674
Biltmore Capital Advisors
New Jersey
– – -5,386 Closed
NP
675
NorthRock Partners
Minnesota
– – -5,358 Closed
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