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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 %
MFBTD
576
MB Financial Bank - Trust Department
Illinois
$22K – – –
SIS
577
Sound Income Strategies
Florida
$21K -$12.4K -237 -37%
Simplex Trading
578
Simplex Trading
Illinois
$20K +$20K +390 New
MA
579
MUFG Americas
New York
$18K – – –
BWP
580
Baldwin Wealth Partners
Massachusetts
$16K – – –
OIA
581
Optimum Investment Advisors
Illinois
$16K – – –
AIL
582
AGF Investments LLC
Ontario, Canada
$15K -$14.7K -274 -50%
EK
583
Evensky & Katz
Florida
$13K -$20.6K -404 -61%
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$5.35K -100 -29%
HCC
585
Hirtle Callaghan & Co
Pennsylvania
$13K +$13K +254 New
TFO
586
Tarbox Family Office
California
$11K – – –
QCG
587
Quadrant Capital Group
Ohio
$10K – – –
BAM
588
Barrett Asset Management
New York
$10K – – –
AWMS
589
Advocacy Wealth Management Services
Georgia
$10K – – –
CDIA
590
Capital Directions Investment Advisors
Georgia
$9K +$9K +172 New
NA
591
NewEdge Advisors
Louisiana
$8.94K +$6.74K +128,564 +305%
BWM
592
Baystate Wealth Management
Massachusetts
$8K +$50 +1 +0.6%
AA
593
AlphaMark Advisors
Kentucky
$7K – – –
RIA
594
RPG Investment Advisory
California
$7K +$112 +2 +2%
NR
595
Newfound Research
Massachusetts
$6K -$5.95K -108 -50%
HS
596
Horan Securities
United States
$6K – – –
1NWS
597
1 North Wealth Services
Maryland
$6K +$6K +117 New
KPW
598
Kore Private Wealth
New York
$6K +$6K +118 New
UB
599
UMB Bank
Missouri
$5.89K -$34 -655 -0.6%
BFC
600
Bedel Financial Consulting
Indiana
$5K – – –
22 23
24
25 26