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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 %
AIM
26
Astor Investment Management
Illinois
$50M -$885K -18,081 -2%
FWP
27
FAS Wealth Partners
Kansas
$49.5M +$273K +5,574 +0.6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$48.4M +$32.3M +660,307 +202%
AWA
29
ARS Wealth Advisors
Florida
$47.2M -$339K -6,924 -0.7%
MML Investors Services
30
MML Investors Services
Massachusetts
$46.4M +$46.4M +948,978 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$45M +$1.9M +38,881 +4%
GFPC
32
Global Financial Private Capital
Florida
$43.7M +$27K +551 +0.1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$43.3M +$1.62M +33,085 +4%
MCM
34
MV Capital Management
Maryland
$41.4M -$164K -3,360 -0.4%
CAN
35
Cetera Advisor Networks
California
$40.8M -$880K -17,980 -2%
CA
36
Cetera Advisors
Colorado
$39.8M +$60.9K +1,245 +0.2%
CPO
37
Cerity Partners OCIO
New York
$38.6M +$2.89M +59,075 +8%
AC
38
Allstate Corporation
Illinois
$34.7M – – –
NA
39
Nottingham Advisors
New York
$33.1M +$591K +12,081 +2%
AssetMark Inc
40
AssetMark Inc
California
$32.4M -$1.01M -20,641 -3%
PAG
41
Private Advisor Group
New Jersey
$30.9M +$2.71M +55,512 +10%
Comerica Bank
42
Comerica Bank
Texas
$29.9M -$2.24M -45,229 -7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$29.3M +$9.37M +191,492 +47%
GT
44
Glenmede Trust
Pennsylvania
$27.6M – – –
SWP
45
Stratos Wealth Partners
Ohio
$25.1M -$3.63M -74,272 -13%
AI
46
Atria Investments
North Carolina
$24.9M -$506K -10,337 -2%
RJA
47
Raymond James & Associates
Florida
$24.6M +$2.15M +44,019 +10%
Bessemer Group
48
Bessemer Group
New Jersey
$24.1M -$12M -245,757 -33%
EK
49
Evensky & Katz
Florida
$23.2M +$235K +4,797 +1%
TCM
50
TD Capital Management
Tennessee
$23.1M -$925K -18,910 -4%
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