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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.

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
1
Bank of America
North Carolina
$1.44B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$658M
3
S
3
SignatureFD
Georgia
$150M
4
Morgan Stanley
4
Morgan Stanley
New York
$508M
5
UBS Group
5
UBS Group
Switzerland
$417M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.73M
2
QI
2
QS Investors
New York
$22.1M
3
NIMI
3
Natixis Investment Managers International
France
$0
4
EMPI
4
Elo Mutual Pension Insurance
Finland
$192M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$69.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
601
Patten Group
Tennessee
$4K 75 -120 -62%
AWM
602
AllSquare Wealth Management
New York
$4K 83 – –
RFA
603
Reilly Financial Advisors
California
$4K 81 – –
VNA
604
Valley National Advisers
Pennsylvania
$4K 80 +1 +1%
CWA
605
Clarus Wealth Advisors
Arizona
$2K 30 – –
BRC
606
Bell Rock Capital
Delaware
$2K 57 – –
LWM
607
Lenox Wealth Management
Ohio
$2K 31 +31 New
TIM
608
Tortoise Investment Management
New York
$1K 23 – –
LDFR
609
Lehman & Derafelo Financial Resources
Pennsylvania
$1K 19 +19 New
IAS
610
INR Advisory Services
Pennsylvania
$1K 22 +22 New
CF
611
Centaurus Financial
California
$17 900 +887 +6,823%
NIMI
612
Natixis Investment Managers International
France
– – -432,250 Closed
FSA
613
Financial Services Advisory
Maryland
– – -164,983 Closed
Mackenzie Financial
614
Mackenzie Financial
Ontario, Canada
– – -93,000 Closed
QAM
615
Q3 Asset Management
Michigan
– – -75,154 Closed
FA
616
FDx Advisors
Illinois
– – -65,513 Closed
SG Americas Securities
617
SG Americas Securities
New York
– – -29,200 Closed
IP
618
Intellectus Partners
California
– – -28,441 Closed
RCAG
619
Rehmann Capital Advisory Group
Michigan
– – -23,469 Closed
BRF
620
B. Riley Financial
California
– – -15,325 Closed
PCM
621
Price Capital Management
Louisiana
– – -15,000 Closed
HIMCH
622
Hartford Investment Management Co (HIMCO)
Connecticut
– – -14,020 Closed
MIH
623
Meitav Investment House
Israel
– – -12,778 Closed
EAMA
624
EFG Asset Management (Americas)
Florida
– – -11,319 Closed
DWM
625
Dynasty Wealth Management
Florida
– – -9,120 Closed
23 24
25
26 27