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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 %
FDCC
51
Foster Dykema Cabot & Co
Massachusetts
$20.7M +$487K +10,214 +2%
LWA
52
Lowe Wealth Advisors
Maryland
$20.7M -$92.4K -1,937 -0.4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$20.5M -$1.78M -37,297 -8%
Stifel Financial
54
Stifel Financial
Missouri
$20.2M -$3.14M -65,843 -13%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$19.5M -$1.15M -24,085 -6%
AWS
56
AJ Wealth Strategies
New York
$17.2M +$3.12M +65,338 +22%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$17M -$963K -20,190 -5%
SFA
58
Stewardship Financial Advisors
Georgia
$16.2M +$486K +10,175 +3%
HFA
59
High Falls Advisors
New York
$15.8M -$656K -13,754 -4%
SGAM
60
Steinberg Global Asset Management
Florida
$15.7M +$841K +17,617 +6%
LFAS
61
Level Four Advisory Services
Texas
$15.7M +$888K +18,607 +6%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$15.6M -$642K -13,460 -4%
AWMS
63
Advocacy Wealth Management Services
Georgia
$15.5M +$5.18M +108,505 +50%
ACP
64
Arcus Capital Partners
Georgia
$14.9M +$269K +5,637 +2%
CAL
65
Capital Advisors Ltd
Ohio
$14.7M +$8.92K +187 +0.1%
MWM
66
Mascoma Wealth Management
New Hampshire
$14.5M +$1.4M +29,272 +11%
TF
67
Tompkins Financial
New York
$14.4M -$4.69M -98,376 -25%
CIA
68
Choate Investment Advisors
Massachusetts
$14.3M -$840K -17,603 -6%
UB
69
UMB Bank
Missouri
$12.5M +$916K +19,196 +8%
BTS
70
BB&T Securities
Virginia
$12.3M -$6.07M -127,166 -33%
EC
71
Estate Counselors
Wisconsin
$11.9M -$9.4M -197,070 -44%
LNC
72
Lincoln National Corp
Pennsylvania
$11.4M +$6.96M +145,818 +157%
SPC
73
Sigma Planning Corp
Michigan
$10.6M -$1.08M -22,629 -9%
Lido Advisors
74
Lido Advisors
California
$10.6M -$4.55M -94,022 -30%
PCFFS
75
Pacific Center for Financial Services
California
$10.4M -$2.88M -60,286 -22%
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