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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 %
WCG
276
Wall Capital Group
Arizona
$2.17M +$332K +6,341 +18%
WCM
277
WealthBridge Capital Management
Ohio
$2.15M +$2.15M +41,017 New
CAN
278
Claraphi Advisory Network
United States
$2.11M -$136K -2,601 -6%
PS
279
Portfolio Solutions
Michigan
$2.09M +$384K +7,324 +22%
DADC
280
D.A. Davidson & Co
Montana
$2.08M -$6.29K -120 -0.3%
FA
281
FMA Advisory
Pennsylvania
$2.07M -$35.2K -672 -2%
IWS
282
Insight Wealth Strategies
California
$2.04M +$2.04M +38,849 New
NWS
283
Newport Wealth Strategies
California
$2.02M +$1.58M +29,772 +352%
MWA
284
Meridian Wealth Advisors
Texas
$2.02M +$2.02M +38,610 New
SXL
285
Summit X LLC
Missouri
$2M +$1.45K +28 +0.1%
1WA
286
180 Wealth Advisors
Washington
$1.95M -$40.2K -704 -2%
PTC
287
Private Trust Company
Ohio
$1.93M +$26.4K +504 +1%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$1.92M -$272K -5,191 -12%
MAFM
289
Mid Atlantic Financial Management
Pennsylvania
$1.92M +$1.92M +36,550 New
RI
290
Ridgewood Investments
New Jersey
$1.91M – – –
CNB
291
Camden National Bank
Maine
$1.9M -$215K -4,113 -10%
RIA
292
Regal Investment Advisors
Michigan
$1.87M +$840K +16,037 +82%
CBFP
293
Cedar Brook Financial Partners
Ohio
$1.87M +$1.87M +35,696 New
BAM
294
Belpointe Asset Management
Nevada
$1.84M +$163K +3,118 +10%
WF
295
WealthTrust Fairport
Ohio
$1.82M +$1.79M +34,163 +5,742%
MA
296
MCF Advisors
Kentucky
$1.8M +$1.28M +24,408 +248%
DE
297
Day & Ennis
Georgia
$1.79M +$181K +3,445 +11%
RFO
298
RiverGlades Family Offices
Florida
$1.79M +$1.79M +34,196 New
PAMG
299
Patton Albertson Miller Group
Tennessee
$1.71M +$1.3M +23,240 +320%
STA
300
Summit Trail Advisors
New York
$1.7M – – –
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