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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 %
PFP
326
Pinnacle Financial Partners
Tennessee
$69K +$69K +1,404 New
YWP
327
YorkBridge Wealth Partners
New York
$64K – – –
AIM
328
Advantage Investment Management
Iowa
$64K +$7.34K +149 +13%
TCOV
329
Trust Company of Vermont
Vermont
$61K +$9.84K +200 +19%
EWM
330
Edge Wealth Management
New York
$61K +$61K +1,245 New
HA
331
Harfst & Associates
Wyoming
$59K -$24.4K -501 -29%
MA
332
MUFG Americas
New York
$59K -$7.38K -150 -11%
CCM
333
Cribstone Capital Management
Maine
$54K – – –
PFO
334
Pathstone Family Office
New Jersey
$44K – – –
JFA
335
JNBA Financial Advisors
Minnesota
$42K – – –
MA
336
MCF Advisors
Kentucky
$41K +$41K +844 New
TWA
337
TCI Wealth Advisors
Arizona
$40K +$40K +808 New
GI
338
Gradient Investments
Minnesota
$30K -$10.8K -224 -26%
RIA
339
RPG Investment Advisory
California
$30K +$30K +623 New
AIP
340
Ameritas Investment Partners
Nebraska
$20K – – –
NR
341
Newfound Research
Massachusetts
$18K – – –
BL
342
Balentine LLC
Georgia
$15K – – –
UBS AM
343
UBS AM
Illinois
$10.8K +$10.8K +220 New
CTC
344
Central Trust Company
Missouri
$10K – – –
PG
345
Patten Group
Tennessee
$10K – – –
UWPG
346
Ullmann Wealth Partners Group
Florida
$9K +$9K +190 New
PRS
347
Pinkerton Retirement Specialists
Idaho
$8K +$8K +155 New
AA
348
AlphaMark Advisors
Kentucky
$7K – – –
HS
349
Horan Securities
United States
$6K – – –
AIM
350
Anchor Investment Management
South Carolina
$4.89K +$4.89K +100 New
12 13
14
15 16