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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 %
CWM
676
Chesapeake Wealth Management
Virginia
– – -5,052 Closed
HFM
677
Harvest Fund Management
China
– – -5,000 Closed
RMAM
678
Raab & Moskowitz Asset Management
New Jersey
– – -4,926 Closed
ACI
679
Alpha Cubed Investments
California
– – -4,791 Closed
LNB
680
Ledyard National Bank
– – -2,750 Closed
SFA
681
Spectrum Financial Alliance
Kentucky
– – -1,696 Closed
CT
682
Clearstead Trust
Maine
– – -1,404 Closed
CCM
683
Cribstone Capital Management
Maine
– – -1,091 Closed
PMFA
684
Plante Moran Financial Advisors
Michigan
– – -856 Closed
PCIA
685
Prime Capital Investment Advisors
Kansas
– – -838 Closed
MOS
686
MGO One Seven
Ohio
– – -765 Closed
CB
687
CNB Bank
Pennsylvania
– – -600 Closed
BSG
688
Black Swift Group
Colorado
– – -588 Closed
M
689
MOTCO
Texas
– – -417 Closed
CDIA
690
Capital Directions Investment Advisors
Georgia
– – -172 Closed
BWM
691
Baystate Wealth Management
Massachusetts
– – -160 Closed
CWA
692
Clarus Wealth Advisors
Arizona
– – -30 Closed
TIM
693
Tortoise Investment Management
New York
– – -23 Closed
Parallax Volatility Advisers
694
Parallax Volatility Advisers
California
$0 1 – –
PAM
695
PFM Asset Management
Pennsylvania
– – – –
CA
696
Centerpoint Advisors
Massachusetts
$0 6 – –
PP
697
Prudential plc
United Kingdom
$0 7,158,967 +7,158,967 New
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