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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 %
WAM
451
Weatherly Asset Management
California
$378K -$15.7K -300 -4%
OA
452
Opes Advisors
California
$376K +$376K +7,185 New
SS
453
Sunbelt Securities
Texas
$375K +$375K +7,155 New
W
454
WealthOne
New York
$371K +$371K +7,096 New
Wolverine Trading
455
Wolverine Trading
Illinois
$366K -$193K -3,719 -35%
NWP
456
Northstar Wealth Partners
Connecticut
$363K +$363K +6,925 New
SG
457
StoneX Group
New York
$356K +$10.3K +197 +3%
NIA
458
Northstar Investment Advisors
Colorado
$350K – – –
PFA
459
Pinnacle Family Advisors
Missouri
$349K -$17.5K -334 -5%
ACP
460
Aveo Capital Partners
Colorado
$346K -$190K -3,618 -35%
SWP
461
Strategic Wealth Partners
Ohio
$335K +$254K +4,638 +313%
MBT
462
Montecito Bank & Trust
California
$335K +$335K +6,393 New
PWP
463
Principle Wealth Partners
Connecticut
$328K +$328K +6,255 New
LWM
464
Liberty Wealth Management
California
$327K +$327K +6,258 New
HF
465
HRT Financial
New York
$324K +$324K +6,196 New
FWM
466
Focused Wealth Management
New York
$317K +$62.5K +1,191 +25%
BII
467
Bainco International Investors
Massachusetts
$316K -$59.2K -1,130 -16%
EWA
468
ERTS Wealth Advisors
Michigan
$310K +$310K +5,917 New
PL
469
Parthenon LLC
Kentucky
$308K – – –
PWW
470
Pettyjohn Wood & White
Virginia
$304K +$524 +10 +0.2%
BA
471
BCM Advisors
Louisiana
$303K – – –
Prudential Financial
472
Prudential Financial
New Jersey
$303K +$303K +5,776 New
HR
473
Hayden Royal
North Carolina
$300K +$300K +5,732 New
SIAS
474
Shine Investment Advisory Services
Colorado
$299K – – –
AC
475
Abbrea Capital
California
$295K – – –
17 18
19
20 21