USMV icon

iShares MSCI USA Min Vol Factor ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EK
51
Evensky & Katz
Florida
$24.2M +$326K +6,468 +1%
TCM
52
TD Capital Management
Tennessee
$24M +$234K +4,643 +1%
CG
53
Colony Group
Massachusetts
$23.5M -$23.6K -469 -0.1%
SWP
54
Stratos Wealth Partners
Ohio
$23.4M -$2.35M -46,739 -9%
USAA
55
United Services Automobile Association
Texas
$23.3M
FDCC
56
Foster Dykema Cabot & Co
Massachusetts
$22M -$110K -2,182 -0.5%
AWS
57
AJ Wealth Strategies
New York
$21.5M +$1.4M +27,876 +7%
LWA
58
Lowe Wealth Advisors
Maryland
$21M -$821K -16,301 -4%
PAS
59
Park Avenue Securities
New York
$20.6M +$9.19M +181,921 +80%
MWM
60
Mascoma Wealth Management
New Hampshire
$17.8M +$1.02M +20,346 +6%
TSS
61
Two Sigma Securities
New York
$17.5M +$14.6M +289,266 +503%
SGAM
62
Steinberg Global Asset Management
Florida
$17M +$36.8K +731 +0.2%
HFA
63
High Falls Advisors
New York
$16.6M +$210K +4,164 +1%
REMPR
64
Roof Eidam Maycock Peralta (REMP)
California
$16M -$461K -9,155 -3%
Jane Street
65
Jane Street
New York
$16M -$114K -2,259 -0.7%
ACP
66
Arcus Capital Partners
Georgia
$15.7M +$196K +3,886 +1%
CAL
67
Capital Advisors Ltd
Ohio
$15.6M +$55.3K +1,098 +0.4%
SFA
68
Stewardship Financial Advisors
Georgia
$15.4M -$2.1M -41,677 -12%
TF
69
Tompkins Financial
New York
$15.2M +$220K +4,369 +1%
BCM
70
Brookstone Capital Management
Illinois
$15.1M +$6.52M +129,483 +76%
LFAS
71
Level Four Advisory Services
Texas
$14.5M -$511K -10,150 -3%
LNC
72
Lincoln National Corp
Pennsylvania
$14.2M -$394K -7,821 -3%
RWG
73
Regal Wealth Group
California
$13.9M +$467K +9,269 +3%
CIA
74
Choate Investment Advisors
Massachusetts
$13.9M -$234K -4,644 -2%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$5.5M +109,280 +70%