USMV icon

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 %
PAMG
101
Patton Albertson Miller Group
Tennessee
$6.94M -$1.17M -23,410 -14%
PAS
102
Partnervest Advisory Services
California
$6.9M +$280K +5,717 +4%
AWM
103
AE Wealth Management
Kansas
$6.82M +$359K +7,340 +6%
LPT
104
Legacy Private Trust
Wisconsin
$6.67M -$503K -10,274 -7%
BRWA
105
B. Riley Wealth Advisors
Florida
$6.54M +$2.39M +48,778 +58%
FTIOP
106
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.4M +$1.17M +23,926 +22%
BC
107
Brinker Capital
Pennsylvania
$6.39M -$535K -10,934 -8%
SS
108
Simplicity Solutions
Minnesota
$6.32M +$483K +9,882 +8%
CWM
109
Cornerstone Wealth Management
Missouri
$6.17M -$565K -11,571 -8%
MLIC
110
Mandatum Life Insurance Company
Finland
$5.91M -$2.97M -60,744 -33%
BII
111
Bainco International Investors
Massachusetts
$5.87M +$156K +3,189 +3%
BFG
112
Barber Financial Group
Kansas
$5.71M +$486K +9,940 +9%
WB
113
Webster Bank
Connecticut
$5.4M -$1.48M -30,226 -21%
SB
114
Suntrust Banks
Georgia
$5.31M +$270K +5,518 +5%
WI
115
Wintrust Investments
Illinois
$5.26M +$374K +7,643 +8%
SPIA
116
Steward Partners Investment Advisory
New York
$5.17M +$447K +9,139 +9%
SMC
117
Smith, Moore & Co
Missouri
$5.09M +$61.6K +1,260 +1%
FHC
118
First Heartland Consultants
Missouri
$5.07M -$94.8K -1,937 -2%
V
119
Veritable
Delaware
$5.04M +$961K +19,643 +24%
PP
120
PagnatoKarp Partners
Virginia
$4.84M -$291K -5,951 -6%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$4.81M +$1.62M +33,109 +51%
CAL
122
Capital Analysts LLC
Pennsylvania
$4.64M +$389K +7,950 +9%
GI
123
Glovista Investments
New Jersey
$4.61M -$58.2K -1,190 -1%
FAAS
124
First Allied Advisory Services
California
$4.61M +$623K +12,738 +16%
KA
125
Klingman & Associates
New York
$4.58M -$41K -837 -0.9%
3 4
5
6 7