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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 %
TSS
626
Two Sigma Securities
New York
– -$477K -8,371 Closed
CB
627
Commerce Bank
Missouri
– -$394K -6,915 Closed
CAS
628
Cue Advisory Services
Arizona
– -$325K -5,700 Closed
LFPWM
629
Leicht Financial Planning & Wealth Management
New Jersey
– -$223K -3,911 Closed
TRCT
630
Tower Research Capital (TRC)
New York
– -$222K -3,900 Closed
Sumitomo Mitsui Trust Group
631
Sumitomo Mitsui Trust Group
Japan
– -$217K -3,799 Closed
JA
632
JVL Associates
Michigan
– -$215K -3,770 Closed
AP
633
Advisor Partners
California
– -$206K -3,607 Closed
Fisher Asset Management
634
Fisher Asset Management
Washington
– -$205K -3,592 Closed
WIA
635
Westbourne Investment Advisors
Maryland
– -$69K -1,204 Closed
MWPCG
636
Measured Wealth Private Client Group
New Hampshire
– -$48K -858 Closed
WC
637
Whitney & Co
New York
– -$42K -734 Closed
OIA
638
OneDigital Investment Advisors
Kansas
– -$34K -597 Closed
SA
639
SRH Advisors
Kansas
– -$33K -573 Closed
PWAG
640
Polaris Wealth Advisory Group
California
– -$25K -446 Closed
SWMG
641
Signature Wealth Management Group
Georgia
– -$19K -362 Closed
CAGAS
642
Capital Advisory Group Advisory Services
Minnesota
– -$20K -350 Closed
AS
643
Altshuler Shaham
Israel
– -$5K -291 Closed
GP
644
Girard Partners
Pennsylvania
– -$10K -176 Closed
Financial Engines Advisors
645
Financial Engines Advisors
California
– -$5K -81 Closed
NC
646
NewSquare Capital
Pennsylvania
– -$5K -79 Closed
CIR
647
Clear Investment Research
Georgia
– -$2K -34 Closed
DBT
648
Dubuque Bank & Trust
Iowa
– -$2K -32 Closed
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