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iShares MSCI USA Min Vol Factor ETF
USMV

455 hedge funds and large institutions have $8.74B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 150 increasing their positions, 136 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 18

35% more funds holding in top 10

Funds holding in top 10: 54 → 73 (+19)

24% more funds holding

Funds holding: 368 → 455 (+87)

16% more capital invested

Capital invested by funds: $7.53B → $8.74B (+$1.21B)

10% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 136

3.76% more ownership

Funds ownership: 54.19% → 57.95% (+3.8%)

48% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $4.38M

Holders
455
Holders Change
+87
Holders Change %
+23.64%
% of All Funds
10.32%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.66%
New
107
Increased
150
Reduced
136
Closed
18
Calls
$2.27M
Puts
$4.38M
Net Calls
-$2.1M
Net Calls Change
+$286K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$516M
2
N
Natixis
France
+$25.9M
3
LPL Financial
LPL Financial
California
+$25.9M
4
BTS
BB&T Securities
Virginia
+$22M
5
Citigroup
Citigroup
New York
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$23.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$23M
3
QI
QS Investors
New York
-$22.8M
4
PAG
Private Advisor Group
New Jersey
-$19.8M
5
TSS
Two Sigma Securities
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
451
National Planning Corporation
California
$2.49K -$13.2M -253,922 -100%
AF
452
Advisornet Financial
Minnesota
$2K +$2.13K +41 New
TFA
453
Transamerica Financial Advisors
Florida
$1K – – –
CHP
454
Cable Hill Partners
Oregon
$1K +$1.4K +27 New
PCG
455
Private Capital Group
Connecticut
$168 +$10.2K +197 New
TSS
456
Two Sigma Securities
New York
– -$17.5M -346,798 Closed
IWA
457
IBEX Wealth Advisors
New Jersey
– -$3.55M -70,035 Closed
HH
458
Hilltop Holdings
Texas
– -$3.13M -62,139 Closed
HFS
459
HL Financial Services
Kentucky
– -$2.64M -52,408 Closed
VF
460
Virtu Financial
New York
– -$2.58M -51,229 Closed
ICOA
461
Investment Centers of America
North Dakota
– -$2.39M -47,564 Closed
QFA
462
Quattro Financial Advisors
Texas
– -$1.06M -20,885 Closed
PWAG
463
Polaris Wealth Advisory Group
California
– -$951K -18,889 Closed
APP
464
Avantax Planning Partners
Iowa
– -$445K -8,836 Closed
BJL
465
Brighton Jones LLC
Washington
– -$365K -7,241 Closed
BIAS
466
Beacon Investment Advisory Services
New Jersey
– -$289K -5,734 Closed
CCFCSB
467
Cape Cod Five Cents Savings Bank
Massachusetts
– -$264K -5,246 Closed
TRCT
468
Tower Research Capital (TRC)
New York
– -$251K -4,989 Closed
CG
469
Cutler Group
California
– -$175K -3,376 Closed
HCA
470
Horan Capital Advisors
Ohio
– -$86K -1,712 Closed
WTB
471
Washington Trust Bank
Washington
– -$30K -602 Closed
CC
472
Cassaday & Co
Virginia
– -$10K -200 Closed
PRS
473
Pinkerton Retirement Specialists
Idaho
– -$8K -159 Closed
15 16 17 18
19

USMV Hedge Fund Activity: Q4 2017 in Review

455 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q4 2017, worth a combined $8.74B — up 16% from $7.53B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new USMV positions and 18 closed out — a net gain of 89 holders — while 150 added to existing stakes and 136 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $516M. The largest seller was Allianz Asset Management, cutting an estimated $23.7M.

  • 455 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q4 2017, up from 368 in Q3 2017.
  • Funds reported $8.74B of iShares MSCI USA Min Vol Factor ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 107 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q4 2017 and 18 closed out, a net change of +89 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q4 2017 was Raymond James & Associates, an estimated $516M added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q4 2017 was Allianz Asset Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2017.