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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 %
LIA
126
LS Investment Advisors
Michigan
$3.99M +$1.23M +25,675 +44%
V
127
Veritable
Delaware
$3.98M +$15.7K +330 +0.4%
FAAS
128
First Allied Advisory Services
California
$3.87M -$1.12M -23,485 -22%
SG Americas Securities
129
SG Americas Securities
New York
$3.69M -$6.74M -141,272 -65%
ASN
130
Advisory Services Network
Georgia
$3.66M +$3.66M +76,722 New
HS
131
Huntington Steele
Pennsylvania
$3.64M -$31.1K -652 -0.8%
DMC
132
Drexel Morgan & Co
Pennsylvania
$3.59M -$132K -2,771 -4%
FHA
133
Flagship Harbor Advisors
Massachusetts
$3.51M -$158K -3,315 -4%
CG
134
CFO4Life Group
Texas
$3.47M +$3.47M +72,637 New
FF
135
Friedenthal Financial
New Jersey
$3.38M +$152K +3,183 +5%
LFPWM
136
Leicht Financial Planning & Wealth Management
New Jersey
$3.27M -$7.98M -167,540 -71%
HFS
137
HL Financial Services
Kentucky
$3.2M -$649K -13,600 -17%
Millennium Management
138
Millennium Management
New York
$3.14M -$842K -17,652 -21%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$3.11M -$2.24M -46,968 -42%
FFA
140
Fragasso Financial Advisors
Pennsylvania
$3M -$1.06M -22,169 -26%
Axa
141
Axa
France
$2.97M +$2.68M +56,130 +928%
SFG
142
StrategIQ Financial Group
Indiana
$2.97M -$45.3K -949 -2%
CA
143
Clearstead Advisors
Ohio
$2.95M +$433K +9,075 +17%
VC
144
Vicus Capital
Pennsylvania
$2.93M +$1.99M +41,661 +210%
DIP
145
DT Investment Partners
Pennsylvania
$2.81M -$1.2M -25,169 -30%
FMWA
146
Forvis Mazars Wealth Advisors
Missouri
$2.68M -$4.88M -102,239 -65%
AL
147
Aspiriant LLC
California
$2.67M -$196K -4,113 -7%
SP
148
Symmetry Partners
Connecticut
$2.64M +$928K +19,436 +54%
NFG
149
Next Financial Group
Texas
$2.61M -$700K -14,477 -21%
CFD
150
Creative Financial Designs
Indiana
$2.47M +$2.29M +47,957 +1,249%
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