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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 %
MSA
301
Marino Stram & Associates
Massachusetts
$1.69M +$153K +2,869 +10%
FPCP
302
Fort Point Capital Partners
California
$1.68M -$560K -10,683 -25%
CCA
303
Clearwater Capital Advisors
Illinois
$1.67M -$101K -1,922 -6%
TNBTD
304
Trustmark National Bank Trust Department
Mississippi
$1.67M -$8.02K -153 -0.5%
3AM
305
3D Asset Management
Connecticut
$1.67M -$81.4K -1,554 -5%
BHWM
306
Bay Harbor Wealth Management
Maryland
$1.62M +$1.62M +30,884 New
EWM
307
Edge Wealth Management
New York
$1.61M +$710K +13,552 +79%
SI
308
Stephens Inc
Arkansas
$1.58M -$26.7K -510 -2%
MTB
309
Mizuho Trust & Banking
Japan
$1.57M +$1.57M +30,000 New
FMWA
310
Forvis Mazars Wealth Advisors
Missouri
$1.56M +$135K +2,575 +9%
JFG
311
JMG Financial Group
Illinois
$1.56M -$190K -3,620 -11%
TFS
312
Thoroughbred Financial Services
Tennessee
$1.55M +$1.55M +27,933 New
WPSG
313
Wealth & Pension Services Group
Georgia
$1.54M +$18.7K +357 +1%
PCM
314
Penserra Capital Management
California
$1.53M +$1.53M +29,243 New
LRPA
315
L. Roy Papp & Associates
Arizona
$1.49M +$724K +13,812 +94%
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$1.43M +$209K +3,988 +17%
SFG
317
StrategIQ Financial Group
Indiana
$1.42M -$75.8K -1,447 -5%
FC
318
Ferris Capital
Massachusetts
$1.42M +$1.42M +27,077 New
WF
319
Welch & Forbes
Massachusetts
$1.4M – – –
GLLW
320
Graves Light Lenhart Wealth
Virginia
$1.4M +$1.4M +26,773 New
ACM
321
Armbruster Capital Management
New York
$1.38M +$485K +9,258 +54%
BS
322
Banco Santander
Spain
$1.37M -$146K -2,780 -10%
AFNAS
323
American Financial Network Advisory Services
California
$1.36M -$220K -4,188 -14%
WGCA
324
Wolf Group Capital Advisors
Virginia
$1.35M +$253K +4,822 +23%
Creative Planning
325
Creative Planning
Kansas
$1.35M +$121K +2,317 +10%
11 12
13
14 15