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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 %
PFS
201
Prospera Financial Services
Texas
$1.9M +$216K +4,149 +13%
DADC
202
D.A. Davidson & Co
Montana
$1.89M -$11.9K -230 -0.6%
Goldman Sachs
203
Goldman Sachs
New York
$1.89M -$4.61M -88,870 -71%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$1.88M +$1.57M +30,194 +497%
BA
205
Ballew Advisors
Mississippi
$1.82M +$74.7K +1,439 +4%
EFS
206
Essex Financial Services
Connecticut
$1.8M +$1.38M +26,484 +323%
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$1.76M -$355K -6,836 -17%
RI
208
Ridgewood Investments
New Jersey
$1.75M -$11.1K -214 -0.6%
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$1.74M -$205K -3,953 -11%
STA
210
Summit Trail Advisors
New York
$1.73M -$98.6K -1,871 -5%
JFG
211
JMG Financial Group
Illinois
$1.73M – – –
NA
212
NewEdge Advisors
Louisiana
$1.71M +$69K +1,351 +4%
PTC
213
Private Trust Company
Ohio
$1.71M +$119K +2,294 +7%
OMC
214
Old Mission Capital
Illinois
$1.68M +$876K +16,878 +109%
SXL
215
Summit X LLC
Missouri
$1.68M +$189K +3,652 +13%
CCA
216
Clearwater Capital Advisors
Illinois
$1.67M +$153K +2,956 +10%
RCG
217
Ruggie Capital Group
Florida
$1.64M +$673K +12,954 +70%
PPA
218
Parametric Portfolio Associates
Washington
$1.6M -$511K -9,844 -24%
AFG
219
Arkansas Financial Group
Arkansas
$1.56M +$222K +4,278 +17%
Bank of New York Mellon
220
Bank of New York Mellon
New York
$1.54M -$1.06M -20,475 -41%
WF
221
Welch & Forbes
Massachusetts
$1.52M – – –
I
222
INVST
Indiana
$1.52M -$61.7K -1,208 -4%
SI
223
Stephens Inc
Arkansas
$1.5M +$56K +1,078 +4%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$1.48M +$1.48M +28,500 New
IP
225
Intellectus Partners
California
$1.48M -$80K -1,540 -5%
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