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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$6.19M +$6.19M +119,185 New
CAL
127
Capital Analysts LLC
Pennsylvania
$6.14M +$336K +6,462 +6%
AF
128
Allworth Financial
California
$6.08M -$1.22M -23,566 -17%
UB
129
UMB Bank
Missouri
$6.06M -$3.16M -60,895 -34%
WI
130
Wintrust Investments
Illinois
$6M +$195K +3,764 +3%
LIA
131
LS Investment Advisors
Michigan
$5.95M +$438K +8,425 +8%
LPT
132
Legacy Private Trust
Wisconsin
$5.91M -$406K -7,820 -6%
FPGK
133
Financial Partners Group (Kansas)
Kansas
$5.9M +$225K +4,337 +4%
BS
134
Banco Santander
Spain
$5.61M -$2.18M -41,903 -28%
CFG
135
Citizens Financial Group
Rhode Island
$5.39M +$2.28M +43,837 +73%
CFD
136
Creative Financial Designs
Indiana
$5.21M +$974K +18,758 +23%
MLIC
137
Mandatum Life Insurance Company
Finland
$4.9M -$1.34M -25,797 -21%
HFS
138
HL Financial Services
Kentucky
$4.83M +$4.83M +93,047 New
KA
139
Klingman & Associates
New York
$4.82M – – –
PCM
140
Peak Capital Management
Colorado
$4.7M -$720K -13,868 -13%
FFA
141
Fragasso Financial Advisors
Pennsylvania
$4.61M -$106K -2,037 -2%
BC
142
Brinker Capital
Pennsylvania
$4.58M -$1.5M -28,865 -25%
SG Americas Securities
143
SG Americas Securities
New York
$4.54M +$3.49M +67,138 +331%
FAAS
144
First Allied Advisory Services
California
$4.5M +$286K +5,494 +7%
FHC
145
First Heartland Consultants
Missouri
$4.46M -$599K -11,544 -12%
FF
146
Friedenthal Financial
New Jersey
$4.41M +$232K +4,468 +6%
HS
147
Huntington Steele
Pennsylvania
$4.34M – – –
Millennium Management
148
Millennium Management
New York
$4.31M +$315K +6,073 +8%
NFG
149
Next Financial Group
Texas
$4.23M +$1.41M +27,111 +50%
GI
150
Glovista Investments
New Jersey
$4.21M -$669K -12,880 -14%
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