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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 %
AWM
101
AE Wealth Management
Kansas
$6.3M +$1.21M +25,367 +24%
LPL Financial
102
LPL Financial
California
$6.01M -$278K -5,842 -4%
SS
103
Simplicity Solutions
Minnesota
$5.69M +$785K +16,444 +16%
Goldman Sachs
104
Goldman Sachs
New York
$5.59M +$2.79M +58,512 +100%
BII
105
Bainco International Investors
Massachusetts
$5.57M +$256K +5,358 +5%
QFA
106
Quattro Financial Advisors
Texas
$5.22M +$5.22M +109,377 New
BCM
107
Brookstone Capital Management
Illinois
$5.15M -$1.52M -31,830 -23%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$5.11M -$7.86M -164,766 -61%
FTIOP
109
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.1M +$1.92M +40,147 +60%
BFG
110
Barber Financial Group
Kansas
$5.1M +$4.06M +85,174 +394%
FHC
111
First Heartland Consultants
Missouri
$5.03M -$55.3K -1,159 -1%
PP
112
PagnatoKarp Partners
Virginia
$5M +$1.23M +25,799 +33%
SB
113
Suntrust Banks
Georgia
$4.91M +$1.92M +40,178 +64%
SMC
114
Smith, Moore & Co
Missouri
$4.91M +$311K +6,518 +7%
WI
115
Wintrust Investments
Illinois
$4.77M +$476K +9,979 +11%
SPIA
116
Steward Partners Investment Advisory
New York
$4.6M +$556K +11,655 +14%
GI
117
Glovista Investments
New Jersey
$4.56M -$26.7K -560 -0.6%
CWA
118
Cypress Wealth Advisors
California
$4.51M +$108K +2,261 +2%
KA
119
Klingman & Associates
New York
$4.5M -$199K -4,163 -4%
WDL
120
Well Done LLC
Michigan
$4.13M -$2.8M -58,625 -40%
BOH
121
Bank of Hawaii
Hawaii
$4.09M -$3.77M -79,009 -48%
BRWA
122
B. Riley Wealth Advisors
Florida
$4.05M +$58.5K +1,225 +1%
PA
123
Pinnacle Associates
New York
$4.04M +$235K +4,920 +6%
HWP
124
Hefty Wealth Partners
Indiana
$4.04M -$1.64M -34,335 -29%
CAL
125
Capital Analysts LLC
Pennsylvania
$4M +$845K +18,344 +27%
3 4
5
6 7