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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 %
RA
251
RFG Advisory
Alabama
$432K -$1.61M -33,036 -79%
GKWIM
252
Gerber Kawasaki Wealth & Investment Management
California
$431K -$78.9K -1,621 -15%
PFA
253
Pinnacle Family Advisors
Missouri
$414K – – –
VWA
254
V Wealth Advisors
Kansas
$406K +$26.6K +544 +7%
BOH
255
Bank of Hawaii
Hawaii
$405K -$3.78M -77,361 -90%
EAMA
256
EFG Asset Management (Americas)
Florida
$405K -$261K -5,339 -39%
BFPW
257
BOK Financial Private Wealth
Colorado
$405K -$148K -3,027 -27%
LFG
258
LifePlan Financial Group
Ohio
$404K -$43.3K -884 -10%
SFSIG
259
San Francisco Sentry Investment Group
California
$401K +$38.8K +794 +11%
PCP
260
Proficio Capital Partners
Massachusetts
$399K – – –
AIA
261
AIMZ Investment Advisors
California
$393K – – –
CAM
262
Concorde Asset Management
Michigan
$392K +$109K +2,227 +38%
WEC
263
Winslow Evans & Crocker
Massachusetts
$390K -$91.8K -1,881 -19%
EWA
264
EP Wealth Advisors
California
$367K +$22.1K +452 +6%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$364K -$393K -8,040 -52%
FCI
266
Financial Counselors Inc
Kansas
$364K -$880 -18 -0.2%
PMG
267
ProVise Management Group
Florida
$356K -$30.4K -621 -8%
BA
268
BCM Advisors
Louisiana
$356K – – –
TRCT
269
Tower Research Capital (TRC)
New York
$355K +$355K +7,263 New
ACM
270
Aviance Capital Management
Florida
$349K -$111K -2,273 -24%
LCP
271
Legacy Capital Partners
Wisconsin
$345K +$15.9K +325 +5%
Wolverine Trading
272
Wolverine Trading
Illinois
$345K +$345K +7,062 New
WIM
273
Westside Investment Management
California
$345K +$146 +3 +0%
CAS
274
Cue Advisory Services
Arizona
$343K +$245 +5 +0.1%
CCFCSB
275
Cape Cod Five Cents Savings Bank
Massachusetts
$339K +$66.3K +1,357 +24%
9 10
11
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