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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

341 hedge funds and large institutions have $6.36B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
8.5%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.37%
New
50
Increased
119
Reduced
143
Closed
29
Calls
$282K
Puts
$15.8M
Net Calls
-$15.5M
Net Calls Change
-$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
$269M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315M
3
Bessemer Group
Bessemer Group
New Jersey
$35.2M
4
AssetMark Inc
AssetMark Inc
California
$32.6M
5
CTI
Community Trust & Investment
Kentucky
$7.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$955M
2
Citigroup
Citigroup
New York
$170M
3
AF
Allworth Financial
California
$9.64M
4
Morgan Stanley
Morgan Stanley
New York
$347M
5
MMA
Miracle Mile Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$48M -$2.61M -54,614 -5%
AG
27
Advisor Group
Arizona
$48M +$1.34M +28,028 +3%
AWA
28
ARS Wealth Advisors
Florida
$46.3M -$8M -167,552 -15%
GFPC
29
Global Financial Private Capital
Florida
$42.6M +$42.6M +893,364 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$42.1M +$1.51M +31,588 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$40.7M -$3.55M -74,422 -8%
CAN
32
Cetera Advisor Networks
California
$40.6M -$2.76M -57,951 -6%
MCM
33
MV Capital Management
Maryland
$40.5M -$5.73M -120,096 -12%
CA
34
Cetera Advisors
Colorado
$38.7M -$353K -7,406 -0.9%
Bessemer Group
35
Bessemer Group
New Jersey
$35.2M +$14.6M +305,427 +71%
CPO
36
Cerity Partners OCIO
New York
$34.8M +$3.11M +65,171 +10%
BS
37
Banco Santander
Spain
$34.7M +$2.48M +51,855 +8%
AC
38
Allstate Corporation
Illinois
$33.9M – – –
AssetMark Inc
39
AssetMark Inc
California
$32.6M +$7.68M +160,962 +31%
NA
40
Nottingham Advisors
New York
$31.7M +$424K +8,887 +1%
Comerica Bank
41
Comerica Bank
Texas
$31.5M +$161K +3,324 +0.5%
SWP
42
Stratos Wealth Partners
Ohio
$28M +$2.23M +46,793 +9%
GT
43
Glenmede Trust
Pennsylvania
$27.6M -$1.43M -30,044 -5%
PAG
44
Private Advisor Group
New Jersey
$27.5M -$1.12M -23,411 -4%
AI
45
Atria Investments
North Carolina
$24.8M -$4.63M -96,949 -16%
TCM
46
TD Capital Management
Tennessee
$23.4M -$1.12M -23,383 -5%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$23.4M -$15.9M -332,624 -40%
EK
48
Evensky & Katz
Florida
$22.4M +$271K +5,666 +1%
USAA
49
United Services Automobile Association
Texas
$22.1M +$2.86M +60,000 +15%
RJA
50
Raymond James & Associates
Florida
$21.9M -$9.8M -205,279 -31%
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