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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 %
EWM
76
Elite Wealth Management
Washington
$15.2M +$594K +11,430 +4%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$15M -$5.11M -98,488 -25%
PS
78
Portfolio Strategies
New York
$14.7M -$291K -5,610 -2%
SFA
79
Stewardship Financial Advisors
Georgia
$14M -$1.35M -26,021 -9%
FAIM
80
Financial Advocates Investment Management
Washington
$13M -$1.45M -27,835 -10%
LFAS
81
Level Four Advisory Services
Texas
$13M +$84.9K +1,634 +0.7%
AIM
82
Advantage Investment Management
Iowa
$12.8M +$680K +13,090 +6%
CWM
83
Cornerstone Wealth Management
Missouri
$12.3M +$671K +13,139 +6%
AL
84
Aspiriant LLC
California
$12.2M +$10.2M +197,079 +532%
PCFFS
85
Pacific Center for Financial Services
California
$11.6M -$79.7K -1,535 -0.7%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$11.4M +$343K +6,598 +3%
RWG
87
Regal Wealth Group
California
$11.3M -$130K -2,502 -1%
CIA
88
Choate Investment Advisors
Massachusetts
$11.1M -$957K -18,430 -8%
IA
89
IFP Advisors
Florida
$10.7M – – –
CB
90
Community Bank
New York
$10.6M -$23.6K -455 -0.2%
SPIA
91
Steward Partners Investment Advisory
New York
$10.4M +$3.05M +58,783 +41%
SCM
92
Stonehearth Capital Management
Massachusetts
$10.4M +$21.9K +422 +0.2%
N
93
Natixis
France
$10.4M -$15.6M -300,000 -60%
Lido Advisors
94
Lido Advisors
California
$10.1M -$724K -13,942 -7%
SB
95
Suntrust Banks
Georgia
$9.64M +$1.15M +22,119 +14%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$9.43M -$213K -4,098 -2%
DLIC
97
Daido Life Insurance Company
Japan
$9.22M +$9.22M +177,597 New
TA
98
TMD & Associates
Arizona
$9.17M +$275K +5,295 +3%
SWM
99
Sequoia Wealth Management
Illinois
$9.15M +$412K +7,936 +5%
FF
100
Fluent Financial
Texas
$9.11M +$351K +6,747 +4%
2 3
4
5 6