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

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$7.73M
2
QI
QS Investors
New York
$22.1M
3
NIMI
Natixis Investment Managers International
France
$0
4
EMPI
Elo Mutual Pension Insurance
Finland
$192M
5
CCMG
Clark Capital Management Group
Pennsylvania
$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
151
Stewardship Financial Advisors
Georgia
$7.73M -$7.36M -140,420 -49%
RCS
152
Retirement Capital Strategies
California
$7.45M +$7.45M +142,116 New
CFGS
153
Concourse Financial Group Securities
Alabama
$7.41M +$4.32M +82,387 +140%
CI
154
CX Institutional
Indiana
$7.3M +$3.51M +66,937 +92%
MA
155
MONECO Advisors
Connecticut
$7.29M +$7.29M +139,048 New
NAM
156
North American Management
Massachusetts
$7.22M -$534K -10,187 -7%
SWMG
157
Sanchez Wealth Management Group
Florida
$7.18M +$6.47M +123,444 +906%
MNBTD
158
Moody National Bank Trust Division
Texas
$7.17M – – –
BCA
159
Bay Colony Advisors
Massachusetts
$7.09M +$1.76M +33,655 +33%
LIA
160
LS Investment Advisors
Michigan
$7.08M -$521K -9,950 -7%
CFD
161
Creative Financial Designs
Indiana
$7.01M +$378K +7,218 +6%
EPA
162
Element Pointe Advisors
Florida
$6.95M +$6.95M +132,534 New
William Blair & Company
163
William Blair & Company
Illinois
$6.9M +$245K +4,678 +4%
HighTower Advisors
164
HighTower Advisors
Illinois
$6.78M -$1.03M -19,719 -13%
CFG
165
Citizens Financial Group
Rhode Island
$6.76M +$318K +6,062 +5%
AAP
166
Arax Advisory Partners
Colorado
$6.62M +$5.59M +106,650 +540%
FPGK
167
Financial Partners Group (Kansas)
Kansas
$6.6M +$445K +8,485 +7%
IA
168
IFG Advisory
Georgia
$6.5M +$317K +4,227 +5%
SCA
169
Snowden Capital Advisors
New York
$6.49M +$1.8M +34,356 +38%
CAL
170
Capital Analysts LLC
Pennsylvania
$6.48M +$137K +2,607 +2%
BA
171
Boston Advisors
Massachusetts
$6.46M +$6.46M +123,232 New
LNC
172
Lincoln National Corp
Pennsylvania
$6.45M -$475K -9,070 -7%
VC
173
Vicus Capital
Pennsylvania
$6.34M +$3.37M +64,344 +114%
OWA
174
Outlook Wealth Advisors
Texas
$6.27M +$6.27M +11,969 New
6M
175
6 Meridian
Kansas
$6.22M +$4.92M +93,861 +377%
5 6
7
8 9