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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

366 hedge funds and large institutions have $7.53B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 171 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
1.35%
New
40
Increased
171
Reduced
116
Closed
29
Calls
$3.54M
Puts
$5.92M
Net Calls
-$2.39M
Net Calls Change
+$2.63M

Top Buyers

1
Citigroup
Citigroup
New York
+$394M
2
Bank of America
Bank of America
North Carolina
+$45.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.2M
5
Ameriprise
Ameriprise
Minnesota
+$19.5M

Top Sellers

1
State Street
State Street
Massachusetts
-$176M
2
BlackRock
BlackRock
New York
-$34.6M
3
Wells Fargo
Wells Fargo
California
-$26M
4
AIM
Astor Investment Management
Illinois
-$21.9M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$248K -$14.5K -289 -6%
WTC
302
WhitTier Trust Company
Nevada
$248K +$41.5K +825 +20%
LFPWM
303
Leicht Financial Planning & Wealth Management
New Jersey
$239K -$282K -5,588 -54%
DWT
304
Dorsey & Whitney Trust
South Dakota
$237K +$237K +4,700 New
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$235K +$3.01K +60 +1%
PJSIMP
306
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K +$12.3K +245 +6%
WSFS
307
Wilmington Savings Fund Society
Delaware
$230K +$230K +4,568 New
IIA
308
IPG Investment Advisors
California
$224K – – –
PA
309
Parallel Advisors
California
$222K +$4.61K +89 +2%
BF
310
BOK Financial
Oklahoma
$221K -$9.56K -190 -4%
SC
311
Scotia Capital
Ontario, Canada
$216K +$216K +4,289 New
NGA
312
Naples Global Advisors
Florida
$213K – – –
SFI
313
SPC Financial Inc
Maryland
$209K +$209K +4,160 New
NL
314
NWAM LLC
Washington
$208K +$208K +4,139 New
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$3.65K +72 +2%
ACM
316
Aviance Capital Management
Florida
$193K -$167K -3,304 -46%
LNB
317
Ledyard National Bank
$190K – – –
EA
318
Edge Advisors
Georgia
$181K – – –
CG
319
Cutler Group
California
$169K +$169K +3,376 New
BFEC
320
Benjamin F. Edwards & Company
Missouri
$154K +$252 +5 +0.2%
LC
321
Landaas & Company
Wisconsin
$154K +$154K +3,064 New
WEC
322
Winslow Evans & Crocker
Massachusetts
$151K -$251K -4,979 -62%
M
323
MOTCO
Texas
$150K +$146K +2,900 +4,028%
BBHC
324
Brown Brothers Harriman & Co
New York
$143K – – –
GRP
325
Global Retirement Partners
California
$141K -$91.9K -1,829 -39%
11 12
13
14 15