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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

359 hedge funds and large institutions have $6.98B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+18
Holders Change %
+5.28%
% of All Funds
8.96%
Holding in Top 10
55
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.37%
New
46
Increased
149
Reduced
116
Closed
23
Calls
$1.5M
Puts
$6.52M
Net Calls
-$5.02M
Net Calls Change
+$10.5M

Top Buyers

1
LPL Financial
LPL Financial
California
+$236M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.2M
3
MML Investors Services
MML Investors Services
Massachusetts
+$46.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$40M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$32.3M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$108M
2
Citigroup
Citigroup
New York
-$69M
3
BS
Banco Santander
Spain
-$28.2M
4
Bessemer Group
Bessemer Group
New Jersey
-$12M
5
Lido Advisors
Lido Advisors
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$662K -$537K -10,968 -45%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$661K +$18.5K +377 +3%
AA
228
Ancora Advisors
Ohio
$659K +$54.5K +1,113 +9%
SBL
229
Sargent Bickham Lagudis
Colorado
$649K – – –
GA
230
Geneva Advisors
Illinois
$620K +$140K +2,854 +29%
PAI
231
Pittenger & Anderson Inc
Nebraska
$602K +$106K +2,173 +21%
NWP
232
Northstar Wealth Partners
Connecticut
$593K +$2.78K +57 +0.5%
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$570K +$570K +11,647 New
DE
234
Day & Ennis
Georgia
$560K +$277K +5,663 +98%
TF
235
TIAA FSB
Florida
$542K +$542K +11,076 New
JSL
236
JT Stratford LLC
Georgia
$540K +$38.4K +785 +8%
IP
237
Investment Partners
Ohio
$535K +$1.86K +38 +0.3%
AFG
238
Arkansas Financial Group
Arkansas
$534K +$57.5K +1,174 +12%
RSA
239
Robertson Stephens Advisors
California
$513K -$328K -6,702 -39%
WCG
240
Wall Capital Group
Arizona
$506K -$449K -9,177 -47%
LFPWM
241
Leicht Financial Planning & Wealth Management
New Jersey
$504K -$2.85M -58,299 -85%
Neuberger Berman Group
242
Neuberger Berman Group
New York
$504K -$147K -3,010 -23%
CI
243
Cavalier Investments
Georgia
$504K – – –
AT
244
Arden Trust
Delaware
$497K -$33.1K -677 -6%
MHS
245
M Holdings Securities
Oregon
$475K +$114K +2,336 +32%
PIM
246
Parker Investment Management
California
$462K +$22.3K +455 +5%
FLI
247
Family Legacy Inc
South Carolina
$454K +$454K +9,277 New
LI
248
LVZ Inc
Michigan
$449K +$449K +9,182 New
VWM
249
Venturi Wealth Management
Texas
$446K -$65.5K -1,340 -13%
WAM
250
Weatherly Asset Management
California
$434K -$165K -3,380 -28%
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