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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 %
LFAS
76
Level Four Advisory Services
Texas
$28.7M 488,740 +91,380 +23%
EWM
77
Executive Wealth Management
Michigan
$27.9M 474,256 -33,210 -7%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$27.7M 471,614 +48,568 +11%
SPIA
79
Steward Partners Investment Advisory
New York
$27.5M 467,568 +93,374 +25%
TCM
80
TD Capital Management
Tennessee
$27.1M 461,128 -6,517 -1%
CG
81
Colony Group
Massachusetts
$26.8M 456,386 +42,418 +10%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$26.6M 452,899 +61,828 +16%
WP
83
WealthPLAN Partners
Nebraska
$26.4M 446,104 -2,649 -0.6%
Citigroup
84
Citigroup
New York
$26.3M 446,651 +53,435 +14%
QA
85
Quantitative Advantage
Minnesota
$25.8M 438,682 +10,984 +3%
SPC
86
Sigma Planning Corp
Michigan
$25.8M 438,425 +167,707 +62%
MWM
87
Mascoma Wealth Management
New Hampshire
$25.8M 438,092 +40,737 +10%
FDCC
88
Foster Dykema Cabot & Co
Massachusetts
$25.7M 437,393 +5,513 +1%
Two Sigma Investments
89
Two Sigma Investments
New York
$25.1M 427,300 +139,600 +49%
SFA
90
Stewardship Financial Advisors
Georgia
$24.2M 410,926 +263,463 +179%
OAJ
91
Ogorek Anthony Joseph
New York
$23.5M 399,601 -6,048 -1%
GWM
92
Geneos Wealth Management
Colorado
$22.3M 379,806 +99,714 +36%
Nuveen Asset Management
93
Nuveen Asset Management
Illinois
$22.2M 377,808 +11,190 +3%
LWA
94
Lowe Wealth Advisors
Maryland
$22M 373,824 -419 -0.1%
CAG
95
Crestwood Advisors Group
Massachusetts
$22M 373,749 +47,802 +15%
PFA
96
Pettinga Financial Advisors
Indiana
$21.8M 370,905 +294,716 +387%
CIA
97
Choate Investment Advisors
Massachusetts
$21.5M 365,989 +157,359 +75%
MIH
98
Madison Investment Holdings
Wisconsin
$21.4M 363,470 -378,185 -51%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$21.3M 362,826 +80,643 +29%
SGAM
100
Steinberg Global Asset Management
Florida
$21.3M 362,553 -4,247 -1%
2 3
4
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