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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 %
WT
401
Whittier Trust
California
$601K – – –
WSFS
402
Wilmington Savings Fund Society
Delaware
$600K +$123K +2,351 +26%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$595K -$19.6K -373 -3%
JCM
404
Janney Capital Management
Pennsylvania
$595K +$595K +11,361 New
9WM
405
9258 Wealth Management
Ohio
$588K +$588K +11,224 New
SFI
406
SPC Financial Inc
Maryland
$585K -$28.6K -546 -5%
IP
407
Investment Partners
Ohio
$585K +$3.88K +74 +0.7%
SFS
408
Strategic Financial Services
New York
$585K +$585K +11,170 New
SF
409
Synovus Financial
Georgia
$582K -$20.6K -392 -3%
MSAM
410
Moloney Securities Asset Management
Missouri
$579K +$264K +5,042 +84%
SBL
411
Sargent Bickham Lagudis
Colorado
$578K – – –
LFG
412
LifePlan Financial Group
Ohio
$574K +$115K +2,188 +25%
MC
413
Muzinich & Co
New York
$573K +$573K +10,946 New
CA
414
Calton & Associates
Florida
$572K +$302K +5,769 +112%
FCIM
415
Fairview Capital Investment Management
California
$552K +$239K +4,575 +77%
HPC
416
Hobart Private Capital
North Carolina
$551K -$3.14K -60 -0.6%
FFBTD
417
First Financial Bank - Trust Division
Ohio
$546K -$4.61K -88 -0.8%
SVWA
418
Sound View Wealth Advisors
Georgia
$546K +$546K +10,412 New
BHB
419
Bank Hapoalim BM
Israel
$542K -$24.1K -460 -4%
AP
420
Appleton Partners
Massachusetts
$535K +$12.1K +232 +2%
FIA
421
Foundations Investment Advisors
Arizona
$523K +$523K +9,341 New
MC
422
Moors & Cabot
Massachusetts
$519K -$124K -2,365 -19%
CWS
423
Cypress Wealth Services
California
$518K +$3.93K +75 +0.8%
RFC
424
Regions Financial Corp
Alabama
$510K -$67K -1,278 -12%
TF
425
TimeScale Financial
Massachusetts
$503K +$503K +9,598 New
15 16
17
18 19