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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 %
Bank of America
1
Bank of America
North Carolina
$1.76B 30,016,243 +2,451,473 +9%
RJA
2
Raymond James & Associates
Florida
$1.2B 20,470,188 +6,620,254 +48%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$757M 12,871,694 +314,329 +3%
Morgan Stanley
4
Morgan Stanley
New York
$652M 11,082,720 +1,393,453 +14%
Wells Fargo
5
Wells Fargo
California
$633M 10,762,476 +1,006,010 +10%
BlackRock
6
BlackRock
New York
$595M 10,114,513 +2,662,981 +36%
Ameriprise
7
Ameriprise
Minnesota
$523M 8,914,541 +2,784,183 +45%
UBS Group
8
UBS Group
Switzerland
$517M 8,790,303 +823,361 +10%
LPL Financial
9
LPL Financial
California
$504M 8,579,340 +1,834,029 +27%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$367M 6,245,253 -33,966 -0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$326M 5,543,748 +1,018,847 +23%
NLI
12
Nippon Life Insurance
Japan
$316M 5,376,772 – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$286M 4,860,992 +152,727 +3%
DCC
14
Dow Chemical Company
Michigan
$237M 4,027,402 – –
AG
15
Advisor Group
Arizona
$227M 3,853,599 +357,688 +10%
US Bancorp
16
US Bancorp
Minnesota
$209M 3,550,994 +188,042 +6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$205M 3,480,204 +567,264 +19%
S
18
SignatureFD
Georgia
$197M 3,349,920 +495,888 +17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$182M 3,086,801 +665,555 +27%
EMPI
20
Elo Mutual Pension Insurance
Finland
$159M 2,700,000 -960,000 -26%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$147M 2,507,050 +210,170 +9%
SEI Investments
22
SEI Investments
Pennsylvania
$146M 2,485,750 -3,036 -0.1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$135M 1,837,947 +1,252,605 +214%
Mariner
24
Mariner
Kansas
$133M 2,255,881 +47,537 +2%
BCM
25
Brookstone Capital Management
Illinois
$130M 2,216,953 +786,741 +55%
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