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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 %
CG
51
Colony Group
Massachusetts
$22.9M +$22.9M +467,364 New
USAA
52
United Services Automobile Association
Texas
$22.6M – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$22.1M +$1.15M +23,458 +5%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$21.5M +$269K +5,500 +1%
LWA
55
Lowe Wealth Advisors
Maryland
$21.2M -$1.22K -25 -0%
Stifel Financial
56
Stifel Financial
Missouri
$21.1M +$370K +7,577 +2%
AWS
57
AJ Wealth Strategies
New York
$19.6M +$1.95M +39,772 +11%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$18.1M -$5.91M -120,692 -25%
SFA
59
Stewardship Financial Advisors
Georgia
$17M +$370K +7,565 +2%
CCMG
60
Clark Capital Management Group
Pennsylvania
$16.7M +$15.1M +308,091 +946%
SGAM
61
Steinberg Global Asset Management
Florida
$16.5M +$417K +8,531 +3%
MWM
62
Mascoma Wealth Management
New Hampshire
$16.3M +$1.44M +29,370 +10%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$16M -$1.43M -29,290 -8%
HFA
64
High Falls Advisors
New York
$15.9M -$336K -6,862 -2%
Jane Street
65
Jane Street
New York
$15.7M +$14.8M +303,150 +1,759%
BTS
66
BB&T Securities
Virginia
$15.5M +$2.91M +59,524 +23%
ACP
67
Arcus Capital Partners
Georgia
$15.1M -$128K -2,611 -0.8%
CAL
68
Capital Advisors Ltd
Ohio
$15.1M +$13.2K +270 +0.1%
CTI
69
Community Trust & Investment
Kentucky
$15M +$7.6M +155,283 +103%
TF
70
Tompkins Financial
New York
$14.6M -$214K -4,364 -1%
EC
71
Estate Counselors
Wisconsin
$14.5M +$2.21M +45,150 +18%
LFAS
72
Level Four Advisory Services
Texas
$14.2M -$1.47M -30,874 -9%
LNC
73
Lincoln National Corp
Pennsylvania
$14.2M +$2.48M +50,661 +21%
CIA
74
Choate Investment Advisors
Massachusetts
$13.8M -$934K -19,097 -6%
RWG
75
Regal Wealth Group
California
$13.1M +$2.64M +54,004 +25%
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