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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

612 hedge funds and large institutions have $12.5B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 247 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+124
Holders Change %
+25.41%
% of All Funds
13.66%
Holding in Top 10
134
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+67.5%
% of All Funds
2.99%
New
165
Increased
247
Reduced
130
Closed
37
Calls
$16M
Puts
$1.58M
Net Calls
+$14.5M
Net Calls Change
+$14.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
3
S
SignatureFD
Georgia
+$148M
4
Morgan Stanley
Morgan Stanley
New York
+$115M
5
UBS Group
UBS Group
Switzerland
+$115M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$358M
2
QI
QS Investors
New York
-$34.8M
3
NIMI
Natixis Investment Managers International
France
-$24.7M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$13.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
226
Old North State Trust
North Carolina
$3.9M +$1.02M +19,384 +35%
GFP
227
Gryphon Financial Partners
Ohio
$3.82M +$3.82M +71,772 New
SPI
228
Santori & Peters Inc
Pennsylvania
$3.8M -$30.6K -584 -0.8%
AWM
229
Alterna Wealth Management
Texas
$3.74M +$3.74M +71,284 New
PA
230
PFG Advisors
Arizona
$3.71M +$605K +10,711 +19%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$3.7M +$2.32M +44,187 +167%
FI
232
FormulaFolio Investments
Michigan
$3.66M – – –
AIM
233
Advantage Investment Management
Iowa
$3.66M +$3.46M +66,004 +1,718%
FPS
234
Fieldpoint Private Securities
Connecticut
$3.65M +$1.8M +34,396 +97%
DIP
235
DT Investment Partners
Pennsylvania
$3.63M -$98.6K -1,882 -3%
DMC
236
Drexel Morgan & Co
Pennsylvania
$3.47M -$10.1K -192 -0.3%
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.44M +$3.23M +61,673 +1,565%
F
238
F3Logic
Minnesota
$3.43M +$499K +9,536 +17%
BUB
239
BBVA USA Bancshares
Texas
$3.38M -$36.4K -695 -1%
FHA
240
Flagship Harbor Advisors
Massachusetts
$3.31M -$233K -4,439 -7%
PWM
241
PRW Wealth Management
Massachusetts
$3.25M +$3.25M +62,103 New
LPWM
242
Lake Point Wealth Management
Texas
$3.23M +$3.23M +61,621 New
SHIM
243
Stone House Investment Management
Pennsylvania
$3.21M -$12.7K -243 -0.4%
HW
244
Hamilton Wealth
California
$3.18M +$3.18M +60,640 New
CWM
245
Cordatus Wealth Management
Pennsylvania
$3.14M +$3.14M +59,826 New
Nomura Asset Management
246
Nomura Asset Management
Japan
$3.09M +$102K +1,955 +3%
W
247
Wealthquest
Ohio
$3.07M +$3.07M +58,527 New
WBG
248
Wharton Business Group
Pennsylvania
$2.99M +$2.99M +39,187 New
RF
249
RHS Financial
California
$2.99M +$2.99M +56,979 New
BWP
250
Bernardo Wealth Planning
Pennsylvania
$2.96M +$2.96M +56,527 New
8 9
10
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