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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 %
AWMS
76
Advocacy Wealth Management Services
Georgia
$12.9M -$2.91M -59,483 -18%
NPC
77
National Planning Corporation
California
$12.6M +$2M +40,909 +19%
IA
78
IndexIQ Advisors
New York
$11.6M +$11.2M +228,995 +2,659%
SPC
79
Sigma Planning Corp
Michigan
$11.6M +$680K +13,895 +6%
PAS
80
Park Avenue Securities
New York
$11M +$2.4M +49,353 +28%
Goldman Sachs
81
Goldman Sachs
New York
$11M +$5.23M +106,936 +91%
PCFFS
82
Pacific Center for Financial Services
California
$10.4M -$214K -4,371 -2%
MIAN
83
Mariner Independent Advisor Network
Kansas
$10.4M +$10.4M +213,466 New
CB
84
Community Bank
New York
$10.4M +$693K +14,170 +7%
IA
85
IFP Advisors
Florida
$10.2M +$373K +7,623 +4%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$10.2M +$442K +9,033 +5%
SCM
87
Stonehearth Capital Management
Massachusetts
$9.96M -$264K -5,404 -3%
UB
88
UMB Bank
Missouri
$9.02M -$3.76M -76,884 -29%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$8.62M -$859K -17,552 -9%
BCM
90
Brookstone Capital Management
Illinois
$8.38M +$3.1M +63,337 +59%
TA
91
TMD & Associates
Arizona
$8.3M +$91.3K +1,865 +1%
CAG
92
Crestwood Advisors Group
Massachusetts
$8.04M -$312K -6,259 -4%
NAM
93
North American Management
Massachusetts
$8M -$251K -5,125 -3%
CG
94
CFO4Life Group
Texas
$7.88M +$4.33M +88,440 +122%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$7.68M +$858K +17,543 +13%
AF
96
Allworth Financial
California
$7.57M -$2.32M -47,318 -23%
William Blair & Company
97
William Blair & Company
Illinois
$7.53M +$61.6K +1,259 +0.8%
AIP
98
Ahrens Investment Partners
Louisiana
$7.41M +$210K +4,292 +3%
BS
99
Banco Santander
Spain
$7.38M -$28.2M -576,159 -79%
CS
100
Comerica Securities
Michigan
$7.3M +$381K +7,792 +6%
2 3
4
5 6