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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 %
NPC
76
National Planning Corporation
California
$10.3M +$530K +11,124 +5%
RWG
77
Regal Wealth Group
California
$10.2M +$163K +3,408 +2%
SCM
78
Stonehearth Capital Management
Massachusetts
$9.97M -$8.51M -178,349 -46%
AF
79
Allworth Financial
California
$9.64M -$59.4M -1,244,929 -86%
IA
80
IFP Advisors
Florida
$9.58M +$756K +15,845 +9%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$9.47M +$123K +2,571 +1%
CB
82
Community Bank
New York
$9.47M -$13.8K -290 -0.1%
FANJ
83
Financial Architects (New Jersey)
New Jersey
$9.24M +$332K +6,962 +4%
MLIC
84
Mandatum Life Insurance Company
Finland
$8.66M -$510K -10,691 -6%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$8.47M +$248K +5,190 +3%
PAS
86
Park Avenue Securities
New York
$8.42M -$2.17M -45,558 -20%
CAG
87
Crestwood Advisors Group
Massachusetts
$8.11M +$378K +7,831 +5%
NAM
88
North American Management
Massachusetts
$8.05M +$64.5K +1,352 +0.8%
TA
89
TMD & Associates
Arizona
$8.01M +$999K +20,940 +14%
PAMG
90
Patton Albertson Miller Group
Tennessee
$7.83M +$24.5K +508 +0.3%
William Blair & Company
91
William Blair & Company
Illinois
$7.3M -$144K -3,015 -2%
CTI
92
Community Trust & Investment
Kentucky
$7.2M +$7.2M +150,873 New
AIP
93
Ahrens Investment Partners
Louisiana
$7.02M -$342K -7,165 -5%
LPT
94
Legacy Private Trust
Wisconsin
$7M -$6.26M -131,241 -47%
BC
95
Brinker Capital
Pennsylvania
$6.75M -$4.98M -104,334 -42%
CS
96
Comerica Securities
Michigan
$6.74M +$6.74M +141,235 New
WB
97
Webster Bank
Connecticut
$6.71M -$413K -8,664 -6%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$6.65M -$2.71M -56,827 -29%
CWM
99
Cornerstone Wealth Management
Missouri
$6.56M +$477K +10,029 +8%
PAS
100
Partnervest Advisory Services
California
$6.46M +$319K +6,679 +5%
2 3
4
5 6