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iShares MSCI USA Min Vol Factor ETF
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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 %
Millennium Management
176
Millennium Management
New York
$6.22M +$5.7M +108,801 +1,105%
CG
177
CFO4Life Group
Texas
$6.19M -$1.71M -32,594 -22%
EC
178
Estate Counselors
Wisconsin
$6.18M – – –
SB
179
Suntrust Banks
Georgia
$6.15M +$181K +3,447 +3%
FCA
180
FinTrust Capital Advisors
South Carolina
$6.05M +$6.05M +115,532 New
SS
181
Simplicity Solutions
Minnesota
$6.02M -$8.5M -162,293 -59%
AWM
182
AE Wealth Management
Kansas
$5.98M -$9.47M -180,825 -61%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$5.95M +$776K +14,809 +15%
ECML
184
Eagle Capital Management (Louisiana)
Louisiana
$5.92M +$5.92M +112,899 New
VWA
185
VERITY Wealth Advisors
United States
$5.92M +$5.92M +112,884 New
APA
186
American Portfolios Advisors
New York
$5.86M +$2.39M +45,686 +69%
KA
187
Klingman & Associates
New York
$5.72M +$912K +17,400 +19%
CFA
188
Clarfeld Financial Advisors
New York
$5.68M +$5.68M +108,227 New
RWG
189
Regal Wealth Group
California
$5.57M -$3.07M -58,544 -36%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$5.5M +$4.95M +94,448 +902%
NFG
191
Next Financial Group
Texas
$5.48M +$4.36M +83,248 +391%
CA
192
Clearstead Advisors
Ohio
$5.19M +$1.02M +19,460 +24%
Brown Advisory
193
Brown Advisory
Maryland
$5.16M +$4.56M +87,010 +764%
WI
194
Wintrust Investments
Illinois
$5.04M +$415K +7,926 +9%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$5.02M – – –
GIA
196
Gladstone Institutional Advisory
Florida
$5.01M +$5.01M +95,535 New
CAC
197
Certified Advisory Corp
Florida
$4.95M +$57.4K +1,095 +1%
AF
198
Allworth Financial
California
$4.92M -$419K -8,001 -8%
LPT
199
Legacy Private Trust
Wisconsin
$4.9M -$644K -12,282 -12%
PCM
200
Peak Capital Management
Colorado
$4.86M +$69.1K +1,319 +1%
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