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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 %
BWM
551
BerganKDV Wealth Management
Minnesota
$60K – – –
BTNA
552
Bremer Trust National Association
Minnesota
$58K +$58K +1,105 New
CCM
553
Cribstone Capital Management
Maine
$57K +$11.3K +217 +25%
AIM
554
Anchor Investment Management
South Carolina
$55.4K – – –
ST
555
Smithfield Trust
Pennsylvania
$50K – – –
CBT
556
Capital Bank & Trust
California
$50K – – –
GT
557
Glenmede Trust
Pennsylvania
$47.5K +$9.9K +188,914 +26%
CG
558
Cutler Group
California
$47K +$10.4K +199 +28%
SWM
559
SeaCrest Wealth Management
New York
$47K +$36.9K +704 +367%
JFA
560
JNBA Financial Advisors
Minnesota
$45K +$45K +850 New
PMFA
561
Plante Moran Financial Advisors
Michigan
$45K +$45K +856 New
PCIA
562
Prime Capital Investment Advisors
Kansas
$44K +$44K +838 New
EWM
563
Endurance Wealth Management
Rhode Island
$40K – – –
MOS
564
MGO One Seven
Ohio
$40K +$40K +765 New
LB
565
Legacy Bridge
Iowa
$36K +$36K +679 New
AF
566
Advisornet Financial
Minnesota
$35K -$11.5K -220 -25%
NWM
567
Northwest Wealth Management
Iowa
$34K – – –
AIP
568
Ameritas Investment Partners
Nebraska
$33K +$11.9K +230 +56%
BSG
569
Black Swift Group
Colorado
$31K – – –
CB
570
CNB Bank
Pennsylvania
$31K – – –
FRA
571
Front Row Advisors
California
$28K +$3.93K +75 +16%
DSC
572
Duncker Streett & Co
Missouri
$25K +$25K +486 New
PFSC
573
Peoples Financial Services Corp
Pennsylvania
$23K – – –
UBS AM
574
UBS AM
Illinois
$22.5K -$21.5K -411 -49%
M
575
MOTCO
Texas
$22K -$12.9K -245 -37%
21 22
23
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