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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 %
BBA
376
Braun-Bostich & Associates
Pennsylvania
$754K – – –
PAI
377
Pittenger & Anderson Inc
Nebraska
$750K -$943 -18 -0.1%
TD Asset Management
378
TD Asset Management
Ontario, Canada
$748K +$748K +14,276 New
WWM
379
Windsor Wealth Management
Indiana
$743K +$743K +14,178 New
VWM
380
Venturi Wealth Management
Texas
$736K -$4.41M -86,156 -86%
AII
381
AGF Investments Inc
Ontario, Canada
$732K -$221K -4,223 -23%
EIA
382
Eldridge Investment Advisors
New Hampshire
$711K +$508K +9,695 +251%
IWC
383
Integrated Wealth Concepts
Massachusetts
$684K +$193K +3,687 +39%
Allianz Asset Management
384
Allianz Asset Management
Germany
$682K +$122K +2,338 +22%
PPP
385
Private Portfolio Partners
New Jersey
$681K +$681K +12,995 New
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$680K +$158K +3,020 +30%
IFWM
387
Institute for Wealth Management
Colorado
$680K +$680K +12,970 New
B
388
Bridgeworth
Alabama
$674K -$19.9K -582 -3%
UIA
389
UBP Investment Advisors
Switzerland
$667K – – –
TF
390
TIAA FSB
Florida
$656K -$317K -6,059 -33%
RBFC
391
Roman Butler Fullerton & Co
Missouri
$655K +$655K +12,283 New
MFG
392
Magnus Financial Group
New York
$653K +$653K +12,461 New
PP
393
Patten & Patten
Tennessee
$645K +$645K +12,307 New
PCP
394
Proficio Capital Partners
Massachusetts
$643K -$8.65K -165 -1%
PIM
395
Parker Investment Management
California
$642K -$42.7K -815 -6%
JIP
396
Jaffetilchin Investment Partners
Florida
$641K +$641K +12,232 New
MHS
397
M Holdings Securities
Oregon
$619K +$4.45K +85 +0.7%
LCP
398
Legacy Capital Partners
Wisconsin
$618K +$344K +6,555 +125%
TF
399
Trek Financial
Arizona
$613K +$613K +11,690 New
BFEC
400
Benjamin F. Edwards & Company
Missouri
$612K +$143K +2,720 +30%
14 15
16
17 18