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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 %
CWM
151
Cornerstone Wealth Management
Missouri
$11.3M 140,740 -6,706 -5%
AAS
152
Avantax Advisory Services
Texas
$11.3M 191,651 +5,466 +3%
AWA
153
Acorn Wealth Advisors
Michigan
$11M 185,230 +25,251 +16%
RCS
154
Retirement Capital Strategies
California
$11M 186,319 +44,203 +31%
PAS
155
Partnervest Advisory Services
California
$10.6M 180,473 +12,276 +7%
HighTower Advisors
156
HighTower Advisors
Illinois
$10.3M 174,792 +45,088 +35%
Brown Advisory
157
Brown Advisory
Maryland
$10.1M 172,173 +73,770 +75%
AIP
158
Ahrens Investment Partners
Louisiana
$10M 170,644 -2,419 -1%
BCA
159
Bay Colony Advisors
Massachusetts
$10M 171,272 +35,955 +27%
PP
160
PagnatoKarp Partners
Virginia
$9.93M 168,945 -689 -0.4%
Lido Advisors
161
Lido Advisors
California
$9.83M 167,177 -3,606 -2%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$9.58M 162,940 +74,867 +85%
SMC
163
Smith, Moore & Co
Missouri
$9.56M 162,509 +10,814 +7%
PA
164
Parallel Advisors
California
$9.44M 160,600 +155,451 +3,019%
FCA
165
FinTrust Capital Advisors
South Carolina
$9.41M 160,095 +44,563 +39%
APA
166
American Portfolios Advisors
New York
$9.35M 158,981 +47,088 +42%
S
167
SimplyRich
California
$9.26M 157,450 +6,415 +4%
RJT
168
Raymond James Trust
Florida
$9.22M 156,714 +65,583 +72%
Millennium Management
169
Millennium Management
New York
$8.83M 150,100 +31,457 +27%
WCG
170
Weaver Consulting Group
California
$8.79M 142,773 +142,773 New
CAL
171
Capital Analysts LLC
Pennsylvania
$8.54M 145,274 +21,703 +18%
MA
172
MONECO Advisors
Connecticut
$8.51M 144,692 +5,644 +4%
SWMG
173
Sanchez Wealth Management Group
Florida
$8.41M 142,948 +5,876 +4%
EWF
174
Epstein & White Financial
California
$8.31M 141,302 -32,782 -19%
RWG
175
Regal Wealth Group
California
$8.28M 140,728 +34,446 +32%
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