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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 %
SG
301
StoneX Group
New York
$242K -$774K -15,801 -76%
SM
302
Sciencast Management
New Jersey
$230K +$230K +4,710 New
GRP
303
Global Retirement Partners
California
$227K +$9.7K +198 +4%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$226K +$226K +4,618 New
FNT
305
First National Trust
Pennsylvania
$224K -$64.8K -1,323 -22%
BF
306
BOK Financial
Oklahoma
$224K +$224K +4,584 New
BCI
307
Brinker Capital Investments
Pennsylvania
$223K -$734 -15 -0.3%
IIA
308
IPG Investment Advisors
California
$218K +$218K +4,457 New
FCIM
309
Fairview Capital Investment Management
California
$215K – – –
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K +$214K +4,369 New
PA
311
Parallel Advisors
California
$210K +$43.8K +877 +26%
NGA
312
Naples Global Advisors
Florida
$207K -$4.89K -100 -2%
BSW
313
Buckingham Strategic Wealth
Missouri
$206K +$206K +4,211 New
WTC
314
WhitTier Trust Company
Nevada
$201K – – –
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$16.4K +336 +10%
LNB
316
Ledyard National Bank
$186K -$43.9K -895 -19%
EA
317
Edge Advisors
Georgia
$176K – – –
1832 Asset Management
318
1832 Asset Management
Ontario, Canada
$162K – – –
BFEC
319
Benjamin F. Edwards & Company
Missouri
$149K -$7.19K -147 -5%
BBHC
320
Brown Brothers Harriman & Co
New York
$139K – – –
WA
321
WFG Advisors
Texas
$86K – – –
OC
322
Oakworth Capital
Alabama
$80K – – –
BWA
323
Burt Wealth Advisors
Maryland
$79K +$24.8K +509 +46%
WHG
324
Westwood Holdings Group
Texas
$75K +$75K +1,532 New
RFWA
325
RPg Family Wealth Advisory
Massachusetts
$71.8K -$123K -2,524 -63%
11 12
13
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