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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

453 hedge funds and large institutions have $8.73B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 149 increasing their positions, 136 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+87
Holders Change %
+23.77%
% of All Funds
10.29%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.66%
New
107
Increased
149
Reduced
136
Closed
18
Calls
$2.28M
Puts
$4.38M
Net Calls
-$2.1M
Net Calls Change
+$286K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$525M
2
N
Natixis
France
+$26.4M
3
LPL Financial
LPL Financial
California
+$26.4M
4
BTS
BB&T Securities
Virginia
+$22.4M
5
Citigroup
Citigroup
New York
+$20.5M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$24.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23.4M
3
QI
QS Investors
New York
-$23.2M
4
PAG
Private Advisor Group
New Jersey
-$20.4M
5
TSS
Two Sigma Securities
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
51
Natixis
France
$26.4M +$26.4M +500,000 New
AWS
52
AJ Wealth Strategies
New York
$26.3M +$3.69M +69,999 +16%
EK
53
Evensky & Katz
Florida
$25.5M +$120K +2,266 +0.5%
TCM
54
TD Capital Management
Tennessee
$25.4M +$279K +5,287 +1%
FDCC
55
Foster Dykema Cabot & Co
Massachusetts
$23.6M +$453K +8,575 +2%
CG
56
Colony Group
Massachusetts
$23.2M -$1.43M -27,110 -6%
SWP
57
Stratos Wealth Partners
Ohio
$22.5M -$2.05M -38,894 -8%
LWA
58
Lowe Wealth Advisors
Maryland
$21.9M -$166K -3,142 -0.8%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$20.5M -$23.4M -443,654 -53%
USAA
60
United Services Automobile Association
Texas
$18.8M -$5.57M -105,440 -23%
PAS
61
Park Avenue Securities
New York
$18.6M -$2.93M -55,480 -14%
MWM
62
Mascoma Wealth Management
New Hampshire
$18.4M -$497K -9,283 -3%
AAC
63
Acorn Advisory Capital
New York
$18.1M +$18.1M +342,714 New
HFA
64
High Falls Advisors
New York
$17.8M +$421K +7,986 +2%
SGAM
65
Steinberg Global Asset Management
Florida
$17.7M -$107K -2,027 -0.6%
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$17M +$209K +3,960 +1%
ACP
67
Arcus Capital Partners
Georgia
$16.7M +$200K +3,793 +1%
CAL
68
Capital Advisors Ltd
Ohio
$16.4M +$96.7K +1,833 +0.6%
TF
69
Tompkins Financial
New York
$16.1M +$114K +2,164 +0.7%
LFGH
70
Lee Financial Group Hawaii
Hawaii
$15.7M +$15.7M +298,216 New
SFA
71
Stewardship Financial Advisors
Georgia
$15.6M -$527K -9,991 -3%
PS
72
Portfolio Strategies
New York
$15.3M +$15.3M +289,635 New
SPC
73
Sigma Planning Corp
Michigan
$15.1M +$1.36M +25,830 +10%
PAG
74
Private Advisor Group
New Jersey
$15.1M -$20.4M -382,426 -57%
EWM
75
Elite Wealth Management
Washington
$14.9M +$14.9M +281,484 New
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