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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

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

Top Buyers

1
Citigroup
Citigroup
New York
+$394M
2
Bank of America
Bank of America
North Carolina
+$45.3M
3
SEI Investments
SEI Investments
Pennsylvania
+$28.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$23.2M
5
Ameriprise
Ameriprise
Minnesota
+$19.5M

Top Sellers

1
State Street
State Street
Massachusetts
-$176M
2
BlackRock
BlackRock
New York
-$34.6M
3
Wells Fargo
Wells Fargo
California
-$26M
4
AIM
Astor Investment Management
Illinois
-$21.9M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$13.1M +$1.21M +24,095 +10%
NPC
77
National Planning Corporation
California
$12.8M -$155K -3,083 -1%
EC
78
Estate Counselors
Wisconsin
$12.6M -$2.24M -44,400 -15%
MIAN
79
Mariner Independent Advisor Network
Kansas
$12.5M +$1.78M +35,376 +17%
CTI
80
Community Trust & Investment
Kentucky
$12.1M -$3.27M -65,013 -21%
AL
81
Aspiriant LLC
California
$12.1M +$9.24M +183,556 +329%
Lido Advisors
82
Lido Advisors
California
$11.4M +$11.4M +222,008 New
AIM
83
Advantage Investment Management
Iowa
$11.1M +$11M +219,362 +16,874%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$11.1M +$649K +12,883 +6%
PCFFS
85
Pacific Center for Financial Services
California
$10.8M +$5.84K +116 +0.1%
IA
86
IFP Advisors
Florida
$10.7M +$177K +3,511 +2%
CB
87
Community Bank
New York
$10.3M -$391K -7,775 -4%
SCM
88
Stonehearth Capital Management
Massachusetts
$10.1M -$106K -2,111 -1%
State Street
89
State Street
Massachusetts
$9.64M -$176M -3,489,106 -95%
UB
90
UMB Bank
Missouri
$9.24M -$41.5K -825 -0.4%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$8.89M +$28.7K +571 +0.3%
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
$8.83M +$8.83M +175,400 New
AF
93
Allworth Financial
California
$8.74M +$957K +19,002 +12%
TA
94
TMD & Associates
Arizona
$8.6M +$51.3K +1,020 +0.6%
CG
95
CFO4Life Group
Texas
$8.53M +$419K +8,314 +5%
CS
96
Comerica Securities
Michigan
$8.27M +$767K +15,228 +10%
NAM
97
North American Management
Massachusetts
$8.27M +$35K +695 +0.4%
CAG
98
Crestwood Advisors Group
Massachusetts
$8.2M +$66.1K +1,312 +0.8%
William Blair & Company
99
William Blair & Company
Illinois
$7.68M -$68.1K -1,353 -0.9%
PAS
100
Partnervest Advisory Services
California
$7.3M +$201K +3,990 +3%
2 3
4
5 6