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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 %
OC
351
Oppenheimer & Co
New York
$977K -$11.8K -226 -1%
JCM
352
Jacobi Capital Management
Pennsylvania
$975K -$25.8K -492 -3%
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$972K +$972K +18,560 New
SBA
354
Secrest Blakey & Associates
North Carolina
$966K +$42.7K +814 +5%
CCG
355
Cypress Capital Group
Florida
$964K +$142K +2,704 +17%
PWMAG
356
Pinnacle Wealth Management Advisory Group
New Jersey
$960K +$960K +18,320 New
WB
357
Webster Bank
Connecticut
$954K – – –
RA
358
RFG Advisory
Alabama
$953K -$123K -2,344 -11%
GLA
359
Good Life Advisors
Pennsylvania
$940K +$209K +3,982 +29%
OBWP
360
O'Brien Wealth Partners
Massachusetts
$912K +$580K +10,854 +175%
Deutsche Bank
361
Deutsche Bank
Germany
$888K -$908K -17,351 -51%
CL
362
Cabana LLC
Arkansas
$869K +$869K +16,581 New
FLI
363
Family Legacy Inc
South Carolina
$862K -$10.9K -208 -1%
PWS
364
Paragon Wealth Strategies
Florida
$846K -$37.1K -714 -4%
CCM
365
Crabel Capital Management
California
$838K -$1.3M -24,887 -61%
GFS
366
GYL Financial Synergies
Connecticut
$838K +$838K +16,000 New
EWA
367
EP Wealth Advisors
California
$831K -$15.7K -300 -2%
AFP
368
Ausdal Financial Partners
Iowa
$828K -$406K -7,749 -33%
FTS
369
Fifth Third Securities
Ohio
$818K +$234K +4,476 +40%
WAM
370
Watermark Asset Management
California
$812K +$8.33K +159 +1%
JWM
371
Jackson Wealth Management
Florida
$806K +$806K +15,751 New
ONB
372
Old National Bancorp
Indiana
$782K +$114K +2,170 +17%
BRWM
373
B. Riley Wealth Management
Tennessee
$768K +$768K +14,663 New
Barclays
374
Barclays
United Kingdom
$765K +$728K +13,899 +1,960%
Principal Financial Group
375
Principal Financial Group
Iowa
$761K +$761K +14,524 New
13 14
15
16 17