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iShares MSCI USA Min Vol Factor ETF
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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 %
SP
251
Symmetry Partners
Connecticut
$2.96M +$34.4K +657 +1%
APC
252
Aspire Private Capital
North Carolina
$2.95M +$2.95M +56,381 New
COI
253
Capital One Investing
Virginia
$2.88M +$2.88M +55,040 New
ACM
254
Allred Capital Management
Texas
$2.85M +$2.85M +54,364 New
IWP
255
Icon Wealth Partners
Texas
$2.75M +$419K +7,992 +18%
GTAM
256
Global Trust Asset Management
Florida
$2.71M +$140K +2,673 +5%
WIA
257
World Investment Advisors
California
$2.69M +$2.69M +47,585 New
ZIG
258
Zurich Insurance Group
Switzerland
$2.63M +$1.57M +30,135 +147%
SFS
259
Sowell Financial Services
Arkansas
$2.61M +$2.61M +49,769 New
BA
260
Ballew Advisors
Mississippi
$2.59M +$596K +10,637 +30%
BOPW
261
Brandywine Oak Private Wealth
Pennsylvania
$2.57M +$2.57M +48,059 New
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$2.55M -$123K -2,343 -5%
AFG
263
Arkansas Financial Group
Arkansas
$2.53M +$215K +4,096 +9%
AA
264
Ancora Advisors
Ohio
$2.5M +$1.06M +20,288 +74%
WWM
265
Western Wealth Management
Colorado
$2.42M +$2.42M +46,342 New
PWG
266
Private Wealth Group
Florida
$2.38M – – –
RCG
267
Ruggie Capital Group
Florida
$2.37M +$643K +12,275 +37%
NS
268
NewDay Solutions
New Hampshire
$2.35M +$2.35M +44,835 New
SHJ
269
Sharkey, Howes & Javer
Colorado
$2.35M +$2M +38,223 +580%
EIP
270
Ellis Investment Partners
Pennsylvania
$2.32M +$2.32M +44,251 New
C
271
Clearshares
New York
$2.32M – – –
BCA
272
Biltmore Capital Advisors
New Jersey
$2.32M +$2.32M +5,386 New
FA
273
Forefront Analytics
Pennsylvania
$2.27M +$2.27M +43,274 New
SCM
274
Smith Capital Management
Arkansas
$2.23M +$2.23M +42,547 New
ECM
275
Evergreen Capital Management
Washington
$2.18M -$863K -16,460 -28%
9 10
11
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