USMV icon

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 %
FA
151
FMA Advisory
Pennsylvania
$2.46M +$2.46M +51,601 New
TWA
152
Tillar-Wenstrup Advisors
Ohio
$2.46M -$45.8K -960 -2%
FA
153
FDx Advisors
Illinois
$2.46M -$665K -13,934 -21%
FI
154
FormulaFolio Investments
Michigan
$2.41M -$1.66M -34,689 -41%
HighTower Advisors
155
HighTower Advisors
Illinois
$2.33M -$3.8M -79,653 -62%
RIA
156
Regal Investment Advisors
Michigan
$2.29M -$923K -19,339 -29%
BCMO
157
Buckingham Capital Management (Ohio)
Ohio
$2.08M +$30.1K +630 +1%
CFG
158
Citizens Financial Group
Rhode Island
$2.05M +$588K +12,321 +40%
3AM
159
3D Asset Management
Connecticut
$2M -$109K -2,291 -5%
RA
160
RFG Advisory
Alabama
$2M -$2.07M -43,314 -51%
JFG
161
JMG Financial Group
Illinois
$1.97M -$309K -6,469 -14%
PTC
162
Private Trust Company
Ohio
$1.95M +$219K +4,585 +13%
SHIM
163
Stone House Investment Management
Pennsylvania
$1.85M -$1.06M -22,245 -36%
MC
164
Moors & Cabot
Massachusetts
$1.79M +$215K +4,491 +14%
WP
165
WealthSource Partners
California
$1.78M -$489K -10,255 -22%
RI
166
Ridgewood Investments
New Jersey
$1.78M -$668 -14 -0%
FHA
167
First Horizon Advisors
Tennessee
$1.7M +$415K +8,586 +32%
RBC
168
Ronald Blue & Co
Georgia
$1.68M -$510K -10,692 -23%
GWM
169
Geneos Wealth Management
Colorado
$1.65M +$457K +9,578 +38%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$1.62M +$990K +20,759 +158%
CCMG
171
Clark Capital Management Group
Pennsylvania
$1.55M -$142K -2,969 -8%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$1.39M -$68.6K -1,436 -5%
EFS
173
Essex Financial Services
Connecticut
$1.38M -$1.09M -22,819 -44%
DADC
174
D.A. Davidson & Co
Montana
$1.37M +$152K +3,187 +12%
B
175
Bridgeworth
Alabama
$1.36M +$40.9K +858 +3%
5 6
7
8 9