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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

366 hedge funds and large institutions have $7.53B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 171 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+7
Holders Change %
+1.95%
% of All Funds
9.14%
Holding in Top 10
54
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.82%
% of All Funds
1.35%
New
40
Increased
171
Reduced
116
Closed
29
Calls
$3.54M
Puts
$5.92M
Net Calls
-$2.39M
Net Calls Change
+$2.63M

Top Buyers

1
Citigroup
Citigroup
New York
+$394M
2
Bank of America
Bank of America
North Carolina
+$45.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.2M
5
Ameriprise
Ameriprise
Minnesota
+$19.5M

Top Sellers

1
State Street
State Street
Massachusetts
-$176M
2
BlackRock
BlackRock
New York
-$34.6M
3
Wells Fargo
Wells Fargo
California
-$26M
4
AIM
Astor Investment Management
Illinois
-$21.9M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$49.2M -$3.71M -73,613 -7%
AWA
27
ARS Wealth Advisors
Florida
$48.2M -$366K -7,262 -0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$47.9M +$1.54M +30,589 +3%
CAN
29
Cetera Advisor Networks
California
$44.3M +$2.38M +47,192 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$42.7M -$1.89M -37,494 -4%
MCM
31
MV Capital Management
Maryland
$42.4M -$201K -4,000 -0.5%
CPO
32
Cerity Partners OCIO
New York
$42M +$2.26M +44,953 +6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$41.7M +$23.2M +462,336 +125%
CA
34
Cetera Advisors
Colorado
$41.4M +$519K +10,305 +1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$38.8M +$8.57M +170,253 +28%
AC
36
Allstate Corporation
Illinois
$35.7M – – –
Bessemer Group
37
Bessemer Group
New Jersey
$35.1M +$10.3M +205,000 +42%
NA
38
Nottingham Advisors
New York
$34.4M +$351K +6,967 +1%
PAG
39
Private Advisor Group
New Jersey
$33.7M +$1.64M +32,377 +5%
GT
40
Glenmede Trust
Pennsylvania
$32.3M +$3.14M +62,385 +11%
AssetMark Inc
41
AssetMark Inc
California
$31.8M -$1.55M -30,850 -5%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$31.5M -$18.2M -362,251 -37%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$31.1M +$8.37M +166,229 +37%
GFPC
44
Global Financial Private Capital
Florida
$30.3M -$14.7M -292,743 -33%
Comerica Bank
45
Comerica Bank
Texas
$30.1M -$881K -17,182 -3%
AIM
46
Astor Investment Management
Illinois
$29.5M -$21.9M -436,008 -43%
AI
47
Atria Investments
North Carolina
$27.2M +$1.6M +31,790 +6%
RJA
48
Raymond James & Associates
Florida
$26.2M +$914K +18,156 +4%
BTS
49
BB&T Securities
Virginia
$25.7M +$9.77M +194,032 +61%
Stifel Financial
50
Stifel Financial
Missouri
$24.2M +$2.49M +49,443 +11%
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