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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 %
WDL
126
Well Done LLC
Michigan
$11M +$7.05M +134,568 +180%
CC
127
Claybrook Capital
Massachusetts
$11M +$11M +209,190 New
CIA
128
Choate Investment Advisors
Massachusetts
$10.9M +$525K +10,027 +5%
TPWA
129
TRUE Private Wealth Advisors
Oregon
$10.8M +$301K +5,738 +3%
SVCP
130
Silicon Valley Capital Partners
California
$10.3M +$10.3M +197,177 New
REFI
131
Requisite Energy Fund I
Texas
$10.2M +$10.2M +195,452 New
RCM
132
Requisite Capital Management
Texas
$10.2M +$10.2M +195,452 New
AAS
133
Avantax Advisory Services
Texas
$9.77M +$9.77M +186,185 New
TA
134
TMD & Associates
Arizona
$9.56M +$164K +3,133 +2%
GHA
135
GW Henssler & Associates
Georgia
$9.27M +$3.56M +67,899 +62%
TVAMP
136
Tennessee Valley Asset Management Partners
Tennessee
$9.21M +$9.21M +175,684 New
EWM
137
Elite Wealth Management
Washington
$9.14M -$78.3K -1,494 -0.8%
EWF
138
Epstein & White Financial
California
$9.11M +$4.31M +82,423 +90%
AIP
139
Ahrens Investment Partners
Louisiana
$9.07M +$1.15M +21,942 +15%
Lido Advisors
140
Lido Advisors
California
$8.95M -$829K -15,810 -8%
PP
141
PagnatoKarp Partners
Virginia
$8.89M +$3.79M +72,336 +74%
PAS
142
Partnervest Advisory Services
California
$8.81M +$584K +11,153 +7%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$8.72M +$1.53M +29,176 +21%
AWA
144
Acorn Wealth Advisors
Michigan
$8.47M +$767K +14,498 +10%
FAAS
145
First Allied Advisory Services
California
$8.43M +$1.91M +36,324 +29%
ASN
146
Advisory Services Network
Georgia
$8.21M +$1.63M +31,086 +25%
SMC
147
Smith, Moore & Co
Missouri
$7.95M +$362K +6,911 +5%
S
148
SimplyRich
California
$7.85M +$789K +15,190 +11%
SMG
149
Smart Money Group
Texas
$7.74M +$809K +15,431 +12%
CWM
150
Cornerstone Wealth Management
Missouri
$7.73M -$358M -6,829,717 -98%
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6
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