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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 %
Bank of America
1
Bank of America
North Carolina
$1.03B -$72.7M -1,400,273 -7%
RJA
2
Raymond James & Associates
Florida
$601M +$57M +1,097,890 +10%
Wells Fargo
3
Wells Fargo
California
$389M +$30.6M +589,801 +9%
Morgan Stanley
4
Morgan Stanley
New York
$353M -$17.5M -336,308 -5%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$340M -$12.7M -244,807 -4%
LPL Financial
6
LPL Financial
California
$303M +$1.75M +33,689 +0.6%
UBS Group
7
UBS Group
Switzerland
$296M -$19.3M -371,297 -6%
BlackRock
8
BlackRock
New York
$282M +$7.43M +142,982 +3%
NLI
9
Nippon Life Insurance
Japan
$279M – – –
EMPI
10
Elo Mutual Pension Insurance
Finland
$227M +$227M +4,380,000 New
Ameriprise
11
Ameriprise
Minnesota
$214M -$19.9M -382,817 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$185M -$2.64M -51,228 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$181M +$20.4M +392,482 +13%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$174M +$1.43M +27,512 +0.8%
SEI Investments
15
SEI Investments
Pennsylvania
$143M +$25.5M +491,579 +22%
US Bancorp
16
US Bancorp
Minnesota
$111M -$3.48M -67,095 -3%
Mariner
17
Mariner
Kansas
$103M -$1.85M -35,544 -2%
CFA
18
Carroll Financial Associates
North Carolina
$100M +$3.3M +63,535 +3%
SAM
19
Securian Asset Management
Minnesota
$98.7M +$4.39M +84,500 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$97.9M +$3.15M +60,723 +3%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$93.1M +$4.55M +87,587 +5%
LFA
22
Legacy Financial Advisors
Kentucky
$89.6M +$3.8M +72,854 +4%
AG
23
Advisor Group
Arizona
$79M -$6.08M -117,064 -7%
GFPC
24
Global Financial Private Capital
Florida
$66.6M +$35M +673,872 +111%
AIM
25
Astor Investment Management
Illinois
$57.2M +$27.1M +521,725 +90%
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