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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 %
PA
151
Pinnacle Associates
New York
$4.19M -$166K -3,204 -4%
FI
152
FormulaFolio Investments
Michigan
$4.11M +$161K +3,093 +4%
CA
153
Clearstead Advisors
Ohio
$4.07M +$19.9K +383 +0.5%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$4.04M +$804K +15,484 +25%
WDL
155
Well Done LLC
Michigan
$3.97M -$399K -7,681 -9%
HighTower Advisors
156
HighTower Advisors
Illinois
$3.89M -$74.3K -1,433 -2%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$3.82M +$531K +10,233 +16%
DIP
158
DT Investment Partners
Pennsylvania
$3.68M +$263K +5,072 +8%
IWA
159
IBEX Wealth Advisors
New Jersey
$3.58M +$3.58M +70,203 New
DMC
160
Drexel Morgan & Co
Pennsylvania
$3.48M -$353K -6,795 -9%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$3.41M +$1.65M +31,722 +94%
CI
162
Cavalier Investments
Georgia
$3.29M -$638K -12,128 -16%
KFGK
163
Keystone Financial Group (Kentucky)
Kentucky
$3.27M +$3.27M +64,071 New
CAC
164
Certified Advisory Corp
Florida
$3.25M +$144K +2,766 +5%
BCA
165
Berman Capital Advisors
Georgia
$3.24M -$7.73M -148,779 -70%
HWP
166
Hefty Wealth Partners
Indiana
$3.17M +$649K +12,497 +26%
Axa
167
Axa
France
$3.16M +$68.6K +1,320 +2%
FHA
168
Flagship Harbor Advisors
Massachusetts
$3.15M -$222K -4,344 -7%
ECM
169
Evergreen Capital Management
Washington
$3.01M +$14.3K +275 +0.5%
SHIM
170
Stone House Investment Management
Pennsylvania
$2.98M +$139K +2,673 +5%
BUB
171
BBVA USA Bancshares
Texas
$2.98M +$509K +9,794 +21%
SP
172
Symmetry Partners
Connecticut
$2.97M +$86.9K +1,674 +3%
IWM
173
IHT Wealth Management
Illinois
$2.93M +$17.8K +349 +0.6%
TWA
174
Tillar-Wenstrup Advisors
Ohio
$2.9M +$194K +3,739 +7%
CCMG
175
Clark Capital Management Group
Pennsylvania
$2.89M -$958K -18,455 -25%
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