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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 %
BWM
426
BerganKDV Wealth Management
Minnesota
$65K +$399 +7 +0.6%
AIM
427
Anchor Investment Management
South Carolina
$60.3K – – –
GI
428
Gradient Investments
Minnesota
$54K -$38.1K -377 -41%
CBT
429
Capital Bank & Trust
California
$54K – – –
ST
430
Smithfield Trust
Pennsylvania
$54K +$54K +945 New
AF
431
Advisornet Financial
Minnesota
$51K -$37.7K -658 -42%
CCM
432
Cribstone Capital Management
Maine
$50K – – –
MWPCG
433
Measured Wealth Private Client Group
New Hampshire
$48K +$48K +858 New
UBS AM
434
UBS AM
Illinois
$48K +$35.4K +621 +282%
EWM
435
Endurance Wealth Management
Rhode Island
$44K – – –
WC
436
Whitney & Co
New York
$42K +$8.98K +157 +27%
Barclays
437
Barclays
United Kingdom
$40K +$40K +709 New
CG
438
Cutler Group
California
$39K +$39K +700 New
M
439
MOTCO
Texas
$38K – – –
NWM
440
Northwest Wealth Management
Iowa
$37K – – –
EK
441
Evensky & Katz
Florida
$37K +$168 +3 +0.5%
SIS
442
Sound Income Strategies
Florida
$36K -$11.5K -205 -24%
WF
443
WealthTrust Fairport
Ohio
$34K -$42.9K -751 -56%
CCM
444
Covington Capital Management
California
$34K – – –
CB
445
CNB Bank
Pennsylvania
$34K – – –
BSG
446
Black Swift Group
Colorado
$34K +$34K +588 New
OIA
447
OneDigital Investment Advisors
Kansas
$34K +$34K +597 New
SA
448
SRH Advisors
Kansas
$33K – – –
AIL
449
AGF Investments LLC
Ontario, Canada
$32K -$810 -14 -2%
PWAG
450
Polaris Wealth Advisory Group
California
$25K -$34.1K -609 -58%
16 17
18
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