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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 %
TF
101
Tompkins Financial
New York
$20.5M 349,534 +42,472 +14%
PWS
102
Paragon Wealth Strategies
Florida
$20.5M 348,679 +332,392 +2,041%
SWP
103
Stratos Wealth Partners
Ohio
$20.4M 347,311 -39,645 -10%
Comerica Bank
104
Comerica Bank
Texas
$20M 338,491 -94,597 -22%
HFA
105
High Falls Advisors
New York
$19.9M 338,358 -4,637 -1%
TFS
106
TrustCore Financial Services
Tennessee
$19.6M 333,938 +33,842 +11%
TC
107
Trilogy Capital
California
$19.2M 326,846 -3,377 -1%
CAL
108
Capital Advisors Ltd
Ohio
$19.1M 325,425 +3,636 +1%
BFG
109
Barber Financial Group
Kansas
$18.9M 322,047 +19,618 +6%
CB
110
Community Bank
New York
$18.8M 320,589 +3,305 +1%
WDL
111
Well Done LLC
Michigan
$18.7M 317,299 +108,109 +52%
SS
112
Simplicity Solutions
Minnesota
$18.6M 317,051 +202,219 +176%
AWM
113
AE Wealth Management
Kansas
$18.6M 315,655 +201,620 +177%
REMPR
114
Roof Eidam Maycock Peralta (REMP)
California
$18.2M 309,627 -11,870 -4%
GKWIM
115
Gerber Kawasaki Wealth & Investment Management
California
$18.1M 307,533 +202,610 +193%
PS
116
Portfolio Strategies
New York
$17M 288,448 -3,867 -1%
GI
117
Glovista Investments
New Jersey
$16.8M 285,453 +195,710 +218%
AL
118
Aspiriant LLC
California
$16.7M 284,608 -31,204 -10%
TIA
119
Traphagen Investment Advisors
New Jersey
$16.7M 283,621 +283,621 New
GWAG
120
Garrett Wealth Advisory Group
Texas
$16.4M 278,083 -7,477 -3%
AFNAS
121
American Financial Network Advisory Services
California
$16.2M 277,878 +251,947 +972%
CS
122
Comerica Securities
Michigan
$16.1M 273,682 +18,292 +7%
CFGS
123
Concourse Financial Group Securities
Alabama
$16M 272,375 +130,966 +93%
BRWA
124
B. Riley Wealth Advisors
Florida
$15.4M 261,822 +5,481 +2%
FAIM
125
Financial Advocates Investment Management
Washington
$15.4M 261,814 -2,607 -1%
3 4
5
6 7