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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 %
VWA
201
V Wealth Advisors
Kansas
$4.82M +$4.34M +81,950 +900%
CAG
202
Csenge Advisory Group
Florida
$4.82M +$688K +13,141 +17%
RJT
203
Raymond James Trust
Florida
$4.78M -$491K -9,375 -9%
WP
204
WealthSource Partners
California
$4.77M +$2.26M +43,081 +90%
FF
205
Friedenthal Financial
New Jersey
$4.74M -$89.5K -1,709 -2%
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$4.71M +$760K +14,506 +19%
GI
207
Glovista Investments
New Jersey
$4.7M +$457K +8,731 +11%
Susquehanna International Group
208
Susquehanna International Group
Pennsylvania
$4.69M +$4.69M +89,544 New
IWM
209
IHT Wealth Management
Illinois
$4.66M +$1.16M +22,067 +33%
SAM
210
Stringer Asset Management
Tennessee
$4.63M +$4.63M +88,439 New
SFP
211
Shepherd Financial Partners
Massachusetts
$4.62M +$4.62M +88,146 New
MLIC
212
Mandatum Life Insurance Company
Finland
$4.61M -$16.5K -315 -0.4%
IWA
213
IBEX Wealth Advisors
New Jersey
$4.56M +$257K +4,901 +6%
Axa
214
Axa
France
$4.54M +$195K +3,730 +4%
AIC
215
Ameritas Investment Company
Nebraska
$4.48M +$4.48M +85,535 New
BC
216
Brinker Capital
Pennsylvania
$4.36M +$63K +1,202 +1%
MWM
217
MorganRosel Wealth Management
Colorado
$4.35M +$4.35M +82,970 New
AIP
218
Almanack Investment Partners
Pennsylvania
$4.25M +$7.92K +151 +0.2%
NFG
219
Nations Financial Group
Iowa
$4.14M +$216K +4,126 +6%
FHC
220
First Heartland Consultants
Missouri
$4.11M -$217K -4,146 -5%
KA
221
Kovack Advisors
Florida
$4.06M -$130K -2,486 -3%
SIA
222
Strategic Investment Advisors
Michigan
$4.04M +$4.04M +77,164 New
PA
223
Pinnacle Associates
New York
$4.01M -$96.2K -1,835 -2%
PFA
224
Pettinga Financial Advisors
Indiana
$3.99M +$3.99M +76,189 New
FLA
225
Financial Life Advisors
Texas
$3.97M +$143K +2,729 +4%
7 8
9
10 11