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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 %
NNP
426
Nachman Norwood & Parrott
South Carolina
$497K +$497K +9,483 New
State Street
427
State Street
Massachusetts
$493K -$27.5K -526 -5%
SFSIG
428
San Francisco Sentry Investment Group
California
$493K +$25.9K +495 +6%
MYIA
429
Mount Yale Investment Advisors
Colorado
$473K – – –
VAM
430
Visionary Asset Management
Texas
$471K -$30.9K -589 -6%
DP
431
Denver PWM
Colorado
$468K +$197K +3,504 +72%
IWA
432
Intercontinental Wealth Advisors
Texas
$467K – – –
EFS
433
Essex Financial Services
Connecticut
$464K +$103K +1,965 +28%
GWMIA
434
Global Wealth Management Investment Advisory
Florida
$464K +$464K +8,856 New
PJSIMP
435
P.J. Schmidt Investment Management (PJS)
Wisconsin
$461K +$151K +2,875 +49%
APSP
436
Asset Planning Services (Pennsylvania)
Pennsylvania
$461K +$168K +3,215 +58%
PPA
437
Parametric Portfolio Associates
Washington
$454K -$1.08M -20,687 -70%
Northern Trust
438
Northern Trust
Illinois
$438K +$99.8K +1,903 +29%
BOH
439
Bank of Hawaii
Hawaii
$434K – – –
AWM
440
Altium Wealth Management
New York
$428K +$62.6K +1,196 +17%
FNT
441
First National Trust
Pennsylvania
$427K +$137K +2,611 +47%
AIA
442
AIMZ Investment Advisors
California
$420K – – –
WIM
443
Westside Investment Management
California
$417K +$417K +7,961 New
FHA
444
First Horizon Advisors
Tennessee
$407K +$3.46K +66 +0.9%
AT
445
Arden Trust
Delaware
$402K -$43.2K -824 -10%
CTI
446
Community Trust & Investment
Kentucky
$402K +$402K +7,694 New
GRP
447
Global Retirement Partners
California
$399K +$55.2K +1,055 +16%
BCA
448
Berman Capital Advisors
Georgia
$388K -$598K -11,424 -61%
Bessemer Group
449
Bessemer Group
New Jersey
$381K – – –
NF
450
Nikulski Financial
Iowa
$379K +$60.9K +1,162 +19%
16 17
18
19 20