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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 %
AssetMark Inc
51
AssetMark Inc
California
$52.4M 891,423 -96,090 -10%
PWP
52
Personal Wealth Partners
Minnesota
$51.9M 838,599 +838,599 New
PAS
53
Park Avenue Securities
New York
$45.9M 777,730 +218,754 +39%
BTS
54
BB&T Securities
Virginia
$44.6M 758,463 +77,356 +11%
AI
55
Atria Investments
North Carolina
$42.9M 729,540 +81,124 +13%
SEIA
56
Signature Estate & Investment Advisors
California
$42.7M 725,961 +6,466 +0.9%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$38.8M 660,102 +171,519 +35%
QCM
58
Quest Capital Management
Texas
$38.5M 655,534 +5,888 +0.9%
PFG
59
Pacific Financial Group
Washington
$38.1M 648,720 +31,155 +5%
AWS
60
AJ Wealth Strategies
New York
$37.8M 642,914 +29,823 +5%
MIAN
61
Mariner Independent Advisor Network
Kansas
$37.6M 639,307 +52,657 +9%
AllianceBernstein
62
AllianceBernstein
Tennessee
$37.1M 630,296 -496,039 -44%
MCM
63
MV Capital Management
Maryland
$37M 628,897 -55,797 -8%
BCI
64
Brinker Capital Investments
Pennsylvania
$36.4M 618,375 -213,220 -26%
FA
65
Financial Advisors
Massachusetts
$36M 612,063 +41,082 +7%
HFS
66
HL Financial Services
Kentucky
$36M 611,862 +36,861 +6%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$35.7M 607,300 +206,900 +52%
GW
68
GW & Wade
Massachusetts
$34.8M 592,585 +115,163 +24%
FFA
69
Fragasso Financial Advisors
Pennsylvania
$34.6M 588,871 +51,056 +9%
JIC
70
Johnson Investment Counsel
Ohio
$32.8M 557,762 +139,758 +33%
DLIC
71
Daido Life Insurance Company
Japan
$30.7M 522,890 – –
TC
72
Telemus Capital
Michigan
$30.3M 514,471 +489,227 +1,938%
QI
73
QS Investors
New York
$29.3M 498,461 +77,481 +18%
Stifel Financial
74
Stifel Financial
Missouri
$29.2M 495,662 -27,207 -5%
LFGH
75
Lee Financial Group Hawaii
Hawaii
$29.1M 494,217 -6,009 -1%
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