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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 %
NFG
151
Next Financial Group
Texas
$2.75M +$106K +2,164 +4%
AL
152
Aspiriant LLC
California
$2.73M – – –
FI
153
FormulaFolio Investments
Michigan
$2.7M +$235K +4,797 +10%
PFS
154
Prospera Financial Services
Texas
$2.63M +$1.97M +40,576 +299%
SP
155
Symmetry Partners
Connecticut
$2.6M -$103K -2,097 -4%
TWA
156
Tillar-Wenstrup Advisors
Ohio
$2.56M +$33.7K +688 +1%
Millennium Management
157
Millennium Management
New York
$2.47M -$750K -15,324 -23%
RBC
158
Ronald Blue & Co
Georgia
$2.47M +$749K +15,296 +44%
HighTower Advisors
159
HighTower Advisors
Illinois
$2.36M -$28.9K -591 -1%
RIA
160
Regal Investment Advisors
Michigan
$2.31M -$37.4K -765 -2%
CFG
161
Citizens Financial Group
Rhode Island
$2.25M +$152K +3,108 +7%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$2.2M -$3.04M -62,230 -58%
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$2.15M -$600K -12,253 -22%
SHIM
164
Stone House Investment Management
Pennsylvania
$2.1M +$201K +4,104 +11%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$2.07M +$409K +8,359 +25%
JFG
166
JMG Financial Group
Illinois
$2.02M – – –
SG Americas Securities
167
SG Americas Securities
New York
$2.01M -$1.77M -36,266 -47%
3AM
168
3D Asset Management
Connecticut
$1.98M -$65.9K -1,347 -3%
PTC
169
Private Trust Company
Ohio
$1.96M -$45.9K -939 -2%
WP
170
WealthSource Partners
California
$1.94M +$115K +2,354 +6%
BTIS
171
BB&T Investment Services
North Carolina
$1.91M +$1.26M +25,678 +193%
FHA
172
First Horizon Advisors
Tennessee
$1.9M +$152K +3,046 +9%
SCA
173
Snowden Capital Advisors
New York
$1.87M +$711K +14,539 +62%
EFS
174
Essex Financial Services
Connecticut
$1.84M +$419K +8,570 +30%
RI
175
Ridgewood Investments
New Jersey
$1.81M -$8.12K -166 -0.4%
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