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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 %
BRWA
101
B. Riley Wealth Advisors
Florida
$8.71M +$246K +4,732 +3%
GW
102
GW & Wade
Massachusetts
$8.68M +$6.82M +131,276 +366%
CS
103
Comerica Securities
Michigan
$8.66M -$213K -4,105 -2%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$8.64M -$161K -3,100 -2%
TFS
105
TrustCore Financial Services
Tennessee
$8.63M -$626K -12,061 -7%
CAG
106
Crestwood Advisors Group
Massachusetts
$8.15M -$351K -6,760 -4%
FTIOP
107
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.99M +$970K +18,678 +14%
AWM
108
AE Wealth Management
Kansas
$7.94M +$3.25M +62,573 +69%
BFG
109
Barber Financial Group
Kansas
$7.72M +$362K +6,978 +5%
NAM
110
North American Management
Massachusetts
$7.72M -$506K -9,735 -6%
GWM
111
Geneos Wealth Management
Colorado
$7.71M +$2.18M +42,074 +40%
AIP
112
Ahrens Investment Partners
Louisiana
$7.66M +$128K +2,463 +2%
SS
113
Simplicity Solutions
Minnesota
$7.5M +$3.36M +64,673 +81%
PAS
114
Partnervest Advisory Services
California
$7.44M -$164K -3,163 -2%
William Blair & Company
115
William Blair & Company
Illinois
$7.37M -$459K -8,838 -6%
PAMG
116
Patton Albertson Miller Group
Tennessee
$7.23M -$199K -3,839 -3%
SMC
117
Smith, Moore & Co
Missouri
$7.1M +$132K +2,538 +2%
AWA
118
Acorn Wealth Advisors
Michigan
$7.09M +$508K +9,680 +8%
S
119
SimplyRich
California
$6.93M +$19.1K +367 +0.3%
ASN
120
Advisory Services Network
Georgia
$6.75M +$2.01M +38,613 +42%
CG
121
CFO4Life Group
Texas
$6.72M +$353K +6,792 +6%
PP
122
PagnatoKarp Partners
Virginia
$6.65M -$333K -6,414 -5%
IA
123
IFG Advisory
Georgia
$6.35M +$6.35M +79,844 New
SMG
124
Smart Money Group
Texas
$6.32M +$330K +6,349 +6%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$6.26M +$667K +12,835 +12%
3 4
5
6 7