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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

463 hedge funds and large institutions have $8.51B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
10.61%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.47%
New
35
Increased
155
Reduced
179
Closed
33
Calls
$1.04M
Puts
$3.22M
Net Calls
-$2.18M
Net Calls Change
-$2.39M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$57M
3
RJA
Raymond James & Associates
Florida
+$47.8M
4
SCM
SCS Capital Management
Massachusetts
+$41M
5
BlackRock
BlackRock
New York
+$32.1M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$36.9M
2
GT
Glenmede Trust
Pennsylvania
-$33.9M
3
Bank of America
Bank of America
North Carolina
-$31.5M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
EMPI
Elo Mutual Pension Insurance
Finland
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
401
BerganKDV Wealth Management
Minnesota
$60K +$60K +1,134 New
TRCT
402
Tower Research Capital (TRC)
New York
$58K -$6.23M -118,085 -99%
AIM
403
Anchor Investment Management
South Carolina
$56.2K – – –
PWAG
404
Polaris Wealth Advisory Group
California
$55K – – –
AA
405
Apriem Advisors
California
$53K +$53K +1,000 New
MA
406
MUFG Americas
New York
$51K -$5.37K -100 -10%
CBT
407
Capital Bank & Trust
California
$51K – – –
GI
408
Gradient Investments
Minnesota
$48K -$8.53K -162 -15%
CCM
409
Cribstone Capital Management
Maine
$46K – – –
SIS
410
Sound Income Strategies
Florida
$45K -$1.71K -32 -4%
JFA
411
JNBA Financial Advisors
Minnesota
$45K – – –
SFA
412
Spectrum Financial Alliance
Kentucky
$43K +$43K +812 New
EWM
413
Endurance Wealth Management
Rhode Island
$41K – – –
M
414
MOTCO
Texas
$35K – – –
NWM
415
Northwest Wealth Management
Iowa
$35K – – –
EK
416
Evensky & Katz
Florida
$34K – – –
CCM
417
Covington Capital Management
California
$32K – – –
CB
418
CNB Bank
Pennsylvania
$32K +$32K +600 New
WC
419
Whitney & Co
New York
$31K +$31K +577 New
SA
420
SRH Advisors
Kansas
$30K – – –
RFM
421
Royal Fund Management
Florida
$29K +$29K +563 New
DWM
422
Destination Wealth Management
California
$26K +$26K +498 New
PFSC
423
Peoples Financial Services Corp
Pennsylvania
$23K – – –
MFBTD
424
MB Financial Bank - Trust Department
Illinois
$23K – – –
CPA
425
Clear Perspective Advisors
Illinois
$23K – – –
15 16
17
18 19