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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 %
BTS
51
BB&T Securities
Virginia
$25.4M -$23.2M -447,210 -48%
BCI
52
Brinker Capital Investments
Pennsylvania
$25.2M +$24.7M +474,833 +4,741%
TCM
53
TD Capital Management
Tennessee
$25.1M +$86.9K +1,674 +0.3%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$23M -$173K -3,322 -0.7%
CG
55
Colony Group
Massachusetts
$21.5M -$1.31M -25,296 -6%
SWP
56
Stratos Wealth Partners
Ohio
$21.4M -$782K -15,061 -4%
PAS
57
Park Avenue Securities
New York
$19.9M +$1.95M +38,198 +11%
LWA
58
Lowe Wealth Advisors
Maryland
$19.4M -$2.15M -41,461 -10%
Jane Street
59
Jane Street
New York
$19M +$15.7M +302,588 +482%
EC
60
Estate Counselors
Wisconsin
$17.8M +$5.1M +98,250 +40%
SGAM
61
Steinberg Global Asset Management
Florida
$17.6M +$140K +2,687 +0.8%
HFA
62
High Falls Advisors
New York
$17.5M +$29.1K +560 +0.2%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$16.9M +$2.35M +45,309 +16%
ACP
64
Arcus Capital Partners
Georgia
$16.9M +$440K +8,464 +3%
TC
65
Trilogy Capital
California
$16.8M +$2.32M +44,753 +16%
FWP
66
FAS Wealth Partners
Kansas
$16.8M -$36M -694,095 -68%
TF
67
Tompkins Financial
New York
$16.4M +$627K +12,080 +4%
USAA
68
United Services Automobile Association
Texas
$16.3M -$2.22M -42,650 -12%
MWM
69
Mascoma Wealth Management
New Hampshire
$16.3M -$1.56M -29,954 -9%
CAL
70
Capital Advisors Ltd
Ohio
$16.1M -$72.1K -1,388 -0.4%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$16M -$784K -15,105 -5%
SPC
72
Sigma Planning Corp
Michigan
$15.9M +$983K +18,936 +7%
LFGH
73
Lee Financial Group Hawaii
Hawaii
$15.8M +$274K +5,282 +2%
LNC
74
Lincoln National Corp
Pennsylvania
$15.5M -$13.7M -264,481 -47%
BCM
75
Brookstone Capital Management
Illinois
$15.2M +$1.73M +33,366 +13%
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