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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 %
NC
476
NewSquare Capital
Pennsylvania
$5K – – –
Financial Engines Advisors
477
Financial Engines Advisors
California
$5K +$5K +81 New
AWM
478
AllSquare Wealth Management
New York
$5K +$5K +83 New
AS
479
Altshuler Shaham
Israel
$5K +$5K +291 New
BRC
480
Bell Rock Capital
Delaware
$3K – – –
CWA
481
Clarus Wealth Advisors
Arizona
$2K -$5.13K -77 -72%
DBT
482
Dubuque Bank & Trust
Iowa
$2K – – –
CIR
483
Clear Investment Research
Georgia
$2K +$2K +34 New
TIM
484
Tortoise Investment Management
New York
$1K – – –
CF
485
Centaurus Financial
California
$724 -$576K -10,337 -100%
IP
486
Investment Partners
Ohio
$127 – +40 +0.4%
FRA
487
Front Row Advisors
California
$25 – – –
Jane Street
488
Jane Street
New York
– -$2.23M -42,000 Closed
Citadel Advisors
489
Citadel Advisors
Florida
– -$1.8M -33,828 Closed
LSAG
490
Lake Street Advisors Group
New Hampshire
– -$695K -13,080 Closed
ATFA
491
All Terrain Financial Advisors
Minnesota
– -$548K -10,308 Closed
DAS
492
Dynamic Advisor Solutions
Arizona
– -$448K -8,421 Closed
WIM
493
Westside Investment Management
California
– -$377K -7,077 Closed
CS
494
Credit Suisse
Switzerland
– -$347K -6,534 Closed
VF
495
Virtu Financial
New York
– -$314K -5,900 Closed
FF
496
Fluent Financial
Texas
– -$275K -5,168 Closed
PCMK
497
Paragon Capital Management (Kansas)
Kansas
– -$547K -5,165 Closed
V
498
Veritable
Delaware
– -$235K -4,415 Closed
FCI
499
Financial Counselors Inc
Kansas
– -$226K -4,257 Closed
CIM
500
Contravisory Investment Management
Massachusetts
– -$187K -3,518 Closed
17 18 19
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