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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

488 hedge funds and large institutions have $10.4B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 219 increasing their positions, 134 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+25
Holders Change %
+5.4%
% of All Funds
11.17%
Holding in Top 10
80
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25%
% of All Funds
1.83%
New
56
Increased
219
Reduced
134
Closed
29
Calls
$964K
Puts
$1.01M
Net Calls
-$46K
Net Calls Change
+$2.13M

Top Buyers

1
DCC
Dow Chemical Company
Michigan
+$230M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$184M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$86.6M
4
AG
Advisor Group
Arizona
+$82.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$69.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$57M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$35.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$22M
4
LNC
Lincoln National Corp
Pennsylvania
-$9.15M
5
GFPC
Global Financial Private Capital
Florida
-$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
401
Advisor Partners
California
$206K +$206K +3,607 New
Fisher Asset Management
402
Fisher Asset Management
Washington
$205K +$205K +3,592 New
ACI
403
Alpha Cubed Investments
California
$204K +$204K +3,674 New
SPL
404
Smart Portfolios LLC
Washington
$198K +$683 +12 +0.3%
FHB
405
First Hawaiian Bank
Hawaii
$184K -$42K -734 -19%
TL
406
TrueWealth LLC
Georgia
$166K – – –
BBHC
407
Brown Brothers Harriman & Co
New York
$162K – – –
LNB
408
Ledyard National Bank
$157K -$48K -840 -23%
VFA
409
Valeo Financial Advisors
Indiana
$155K +$86.1K +1,574 +125%
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$129K +$455 +8 +0.4%
AWM
411
Aevitas Wealth Management
Massachusetts
$126K +$455 +8 +0.4%
TCOV
412
Trust Company of Vermont
Vermont
$121K +$4.27K +75 +4%
QCIG
413
Quad-Cities Investment Group
Iowa
$104K – – –
SEIA
414
Signature Estate & Investment Advisors
California
$104K +$104K +1,827 New
PW
415
Price Wealth
Texas
$103K – – –
WEC
416
Winslow Evans & Crocker
Massachusetts
$100K +$9.27K +160 +10%
OC
417
Oakworth Capital
Alabama
$93K – – –
CA
418
Crewe Advisors
Utah
$86K – – –
SWP
419
Strategic Wealth Partners
Ohio
$85K -$1.66K -29 -2%
RFWA
420
RPg Family Wealth Advisory
Massachusetts
$83.7K – – –
WP
421
WealthShield Partners
North Carolina
$72K -$26.2K -455 -27%
SFA
422
Spectrum Financial Alliance
Kentucky
$71K +$24.9K +438 +54%
YWP
423
YorkBridge Wealth Partners
New York
$69K – – –
ME
424
McIlrath & Eck
Washington
$69K – – –
WIA
425
Westbourne Investment Advisors
Maryland
$69K +$69K +1,204 New
15 16
17
18 19