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 %
LIA
126
LS Investment Advisors
Michigan
$4.35M +$265K +5,425 +6%
HWP
127
Hefty Wealth Partners
Indiana
$4.24M +$99.7K +2,038 +2%
PA
128
Pinnacle Associates
New York
$4.18M +$43.6K +892 +1%
WDL
129
Well Done LLC
Michigan
$4.18M -$50.6K -1,034 -1%
VC
130
Vicus Capital
Pennsylvania
$4.04M +$1.03M +20,971 +34%
HS
131
Huntington Steele
Pennsylvania
$3.73M – – –
PCM
132
Peak Capital Management
Colorado
$3.72M +$3.72M +76,037 New
FF
133
Friedenthal Financial
New Jersey
$3.68M +$221K +4,514 +6%
DMC
134
Drexel Morgan & Co
Pennsylvania
$3.68M -$1.96K -40 -0.1%
CFD
135
Creative Financial Designs
Indiana
$3.56M +$1.03M +21,030 +41%
CA
136
Clearstead Advisors
Ohio
$3.56M +$534K +10,920 +18%
FHA
137
Flagship Harbor Advisors
Massachusetts
$3.53M -$53.1K -1,087 -1%
ASN
138
Advisory Services Network
Georgia
$3.5M -$255K -5,201 -7%
PCIG
139
Partners Capital Investment Group
Massachusetts
$3.48M +$3.48M +71,077 New
QFA
140
Quattro Financial Advisors
Texas
$3.33M -$2.03M -41,407 -38%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$3.24M -$5.44M -111,306 -63%
HFS
142
HL Financial Services
Kentucky
$3.2M -$84.1K -1,720 -3%
SFG
143
StrategIQ Financial Group
Indiana
$3.16M +$116K +2,362 +4%
IWA
144
IBEX Wealth Advisors
New Jersey
$3.14M +$3.14M +64,407 New
Axa
145
Axa
France
$3.06M +$19.6K +400 +0.6%
DIP
146
DT Investment Partners
Pennsylvania
$3M +$125K +2,547 +4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$2.99M +$1.63M +33,286 +119%
FFA
148
Fragasso Financial Advisors
Pennsylvania
$2.97M -$108K -2,206 -4%
TSS
149
Two Sigma Securities
New York
$2.82M +$2.44M +49,865 +650%
FA
150
FDx Advisors
Illinois
$2.78M +$263K +5,382 +10%
4 5
6
7 8