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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 %
CPIA
501
Cornell Pochily Investment Advisors
New York
$255K +$56.7K +1,084 +29%
ACI
502
Alpha Cubed Investments
California
$251K +$58.5K +1,117 +30%
DOA
503
D'Orazio & Associates
Virginia
$235K – – –
IIA
504
IPG Investment Advisors
California
$234K – – –
NGA
505
Naples Global Advisors
Florida
$226K +$15.1K +284 +7%
MAU
506
MRA Associates USA
Arizona
$225K +$225K +4,287 New
FVWA
507
Foster Victor Wealth Advisors
South Carolina
$223K +$223K +4,262 New
CWA
508
Cypress Wealth Advisors
California
$221K – – –
BF
509
BOK Financial
Oklahoma
$221K +$10.2K +194 +5%
CFG
510
Cooper Financial Group
California
$210K +$210K +4,015 New
EA
511
Efficient Advisors
Ohio
$209K +$209K +3,998 New
FPFS
512
First Personal Financial Services
North Carolina
$208K -$30.4K -582 -13%
PP
513
PDS Planning
Ohio
$206K +$206K +3,930 New
LA
514
LexAurum Advisors
Kansas
$204K +$367 +7 +0.2%
PMG
515
ProVise Management Group
Florida
$201K +$5.76K +110 +3%
PCG
516
Private Capital Group
Connecticut
$196K -$25.3K -482 -11%
AC
517
Avestar Capital
New York
$194K +$194K +3,725 +53,214%
PCA
518
Providence Capital Advisors
North Carolina
$192K -$31.5K -600 -14%
MFW
519
Mosaic Family Wealth
Missouri
$189K -$5.4K -103 -3%
CCM
520
Covington Capital Management
California
$178K +$147K +2,791 +465%
SPL
521
Smart Portfolios LLC
Washington
$172K -$10.2K -195 -6%
VFA
522
Valeo Financial Advisors
Indiana
$170K +$21.3K +407 +14%
ESB
523
Essex Savings Bank
Connecticut
$170K +$170K +3,237 New
FHB
524
First Hawaiian Bank
Hawaii
$169K – – –
TL
525
TrueWealth LLC
Georgia
$152K – – –
19 20
21
22 23