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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 %
PFSC
451
Peoples Financial Services Corp
Pennsylvania
$25K – – –
MFBTD
452
MB Financial Bank - Trust Department
Illinois
$24K – – –
AIP
453
Ameritas Investment Partners
Nebraska
$23K – – –
MA
454
MUFG Americas
New York
$20K -$34.3K -600 -63%
CAGAS
455
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$20K +343 New
SWMG
457
Signature Wealth Management Group
Georgia
$19K -$525 -10 -3%
BWP
458
Baldwin Wealth Partners
Massachusetts
$18K – – –
OIA
459
Optimum Investment Advisors
Illinois
$17K – – –
CC
460
Cassaday & Co
Virginia
$17K +$17K +306 New
TFO
461
Tarbox Family Office
California
$12K – – –
NR
462
Newfound Research
Massachusetts
$12K +$1.11K +20 +10%
QCG
463
Quadrant Capital Group
Ohio
$11K – – –
PG
464
Patten Group
Tennessee
$11K – – –
SWM
465
SeaCrest Wealth Management
New York
$11K – – –
BAM
466
Barrett Asset Management
New York
$11K +$11K +200 New
AWMS
467
Advocacy Wealth Management Services
Georgia
$10K – – –
GP
468
Girard Partners
Pennsylvania
$10K +$10K +176 New
BWM
469
Baystate Wealth Management
Massachusetts
$9K -$5.43K -96 -38%
AA
470
AlphaMark Advisors
Kentucky
$8K – – –
RIA
471
RPG Investment Advisory
California
$7K – – –
HS
472
Horan Securities
United States
$7K – – –
VNA
473
Valley National Advisers
Pennsylvania
$5K – – –
BFC
474
Bedel Financial Consulting
Indiana
$5K – – –
RFA
475
Reilly Financial Advisors
California
$5K – – –
17 18
19
20 21