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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 %
PVH
351
Psagot Value Holdings
Israel
$4K -$960K -20,395 -100%
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$4K – – –
M
353
MOTCO
Texas
$4K – – –
VNA
354
Valley National Advisers
Pennsylvania
$4K – – –
RFA
355
Reilly Financial Advisors
California
$4K – – –
TFA
356
Transamerica Financial Advisors
Florida
$1K – – –
TIM
357
Tortoise Investment Management
New York
$1K – – –
IWM
358
IHT Wealth Management
Illinois
$188 – – –
CSIA
359
Charles Schwab Investment Advisory
California
– -$108M -2,273,189 Closed
Lido Advisors
360
Lido Advisors
California
– -$10.6M -218,666 Closed
FA
361
FMA Advisory
Pennsylvania
– -$2.46M -51,601 Closed
SPL
362
Smart Portfolios LLC
Washington
– -$1.25M -26,137 Closed
GCMG
363
Gyroscope Capital Management Group
Florida
– -$912K -19,120 Closed
IAA
364
Independent Advisor Alliance
North Carolina
– -$778K -16,302 Closed
VKH
365
Virtu KCG Holdings
New York
– -$561K -11,753 Closed
SCM
366
Silver Capital Management
New York
– -$555K -11,610 Closed
AIA
367
Allegis Investment Advisors
Idaho
– -$395K -8,272 Closed
CWM
368
Concert Wealth Management
California
– -$357K -7,845 Closed
JIP
369
Jaffetilchin Investment Partners
Florida
– -$355K -7,446 Closed
NL
370
NWAM LLC
Washington
– -$309K -6,470 Closed
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
– -$280K -5,876 Closed
HFM
372
Harvest Fund Management
China
– -$255K -5,351 Closed
AIP
373
Almanack Investment Partners
Pennsylvania
– -$149K -3,121 Closed
SEIA
374
Signature Estate & Investment Advisors
California
– -$101K -2,110 Closed
AA
375
Apriem Advisors
California
– -$91K -1,906 Closed
12 13 14
15
16