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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
WMA
476
Wealth Management Associates
New Jersey
$293K +$293K +5,588 New
DWM
477
Dakota Wealth Management
Florida
$292K – – –
DWT
478
Dorsey & Whitney Trust
South Dakota
$288K +$41.9K +800 +17%
PFP
479
Pinnacle Financial Partners
Tennessee
$288K +$288K +5,488 New
MA
480
Mutual Advisors
Nebraska
$287K -$1.25M -23,759 -81%
DWM
481
Darwin Wealth Management
Florida
$282K +$32.3K +616 +13%
BWA
482
BDO Wealth Advisors
Florida
$281K -$151K -2,869 -35%
FT
483
Fiduciary Trust
Massachusetts
$281K +$68K +1,295 +32%
NP
484
NorthRock Partners
Minnesota
$281K +$281K +5,358 New
AIC
485
Archer Investment Corporation
Indiana
$280K +$280K +5,337 New
NL
486
NWAM LLC
Washington
$276K -$1.99K -38 -0.7%
WTC
487
WhitTier Trust Company
Nevada
$271K +$14.4K +275 +6%
VHAM
488
Van Hulzen Asset Management
California
$271K +$47.6K +908 +21%
SFWC
489
Strategic Family Wealth Counselors
New Jersey
$271K +$271K +5,163 New
PA
490
Parallel Advisors
California
$269K +$6.43K +123 +2%
CW
491
CreativeOne Wealth
Kansas
$269K +$269K +5,137 New
CFG
492
CMC Financial Group
Georgia
$267K +$267K +5,094 New
BFIM
493
Beese Fulmer Investment Management
Ohio
$266K – – –
CWM
494
Chesapeake Wealth Management
Virginia
$265K +$265K +5,052 New
VR
495
Viridian RIA
Washington
$264K -$259K -4,941 -49%
BFPW
496
BOK Financial Private Wealth
Colorado
$264K – – –
SCM
497
Shelton Capital Management
Colorado
$262K – – –
HFM
498
Harvest Fund Management
China
$262K +$262K +5,000 New
RMAM
499
Raab & Moskowitz Asset Management
New Jersey
$258K +$258K +4,926 New
KWM
500
Kingsview Wealth Management
Oregon
$257K -$26.2K -500 -9%
18 19
20
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