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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 %
FWM
276
Focused Wealth Management
New York
$332K -$34.9K -714 -10%
APSP
277
Asset Planning Services (Pennsylvania)
Pennsylvania
$332K +$1.61K +33 +0.5%
BWA
278
BDO Wealth Advisors
Florida
$329K +$329K +6,729 New
SAM
279
Shikiar Asset Management
New York
$318K +$318K +6,499 New
CNBT
280
Canandaigua National Bank & Trust
New York
$304K +$304K +6,221 New
MSAM
281
Moloney Securities Asset Management
Missouri
$300K +$49K +1,000 +20%
BTNA
282
Bremer Trust National Association
Minnesota
$294K -$48.5K -993 -14%
ERIM
283
Eagle Ridge Investment Management
Connecticut
$291K -$114K -2,335 -28%
PL
284
Parthenon LLC
Kentucky
$287K – – –
OBWP
285
O'Brien Wealth Partners
Massachusetts
$286K – – –
PWW
286
Pettyjohn Wood & White
Virginia
$282K – – –
SIAS
287
Shine Investment Advisory Services
Colorado
$279K – – –
FHB
288
First Hawaiian Bank
Hawaii
$274K +$14.6K +298 +6%
HCA
289
Harbour Capital Advisors
Virginia
$264K -$66K -1,350 -20%
AGM
290
Alpine Global Management
New York
$262K +$262K +5,351 New
AGU
291
Alpine Group USVI
U.S. Virgin Islands
$262K +$262K +5,351 New
WS
292
Wedbush Securities
California
$260K +$245 +5 +0.1%
WAM
293
Wealthspire Advisors (Maryland)
Maryland
$255K +$255K +5,217 New
AW
294
ACG Wealth
Georgia
$255K +$255K +5,225 New
Sumitomo Mitsui Trust Group
295
Sumitomo Mitsui Trust Group
Japan
$252K – – –
NP
296
NorthRock Partners
Minnesota
$252K +$252K +5,118 New
BFIM
297
Beese Fulmer Investment Management
Ohio
$249K – – –
SCM
298
Shelton Capital Management
Colorado
$245K +$245K +5,004 New
JIC
299
Johnson Investment Counsel
Ohio
$244K – – –
IP
300
Intellectus Partners
California
$243K +$243K +4,959 New
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12
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