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 %
Creative Planning
176
Creative Planning
Kansas
$1.35M +$534K +11,182 +65%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$1.33M -$3.82M -80,044 -74%
ICOA
178
Investment Centers of America
North Dakota
$1.29M -$288K -6,066 -18%
SPL
179
Smart Portfolios LLC
Washington
$1.25M +$1.13M +23,586 +925%
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M +$377K +7,900 +45%
VIA
181
Vantage Investment Advisors
Pennsylvania
$1.2M -$34K -712 -3%
CC
182
Courier Capital
New York
$1.18M -$30K -628 -2%
FCT
183
Family Capital Trust
Massachusetts
$1.17M -$114K -2,350 -9%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.17M +$1.15M +24,200 +8,067%
ACP
185
Aveo Capital Partners
Colorado
$1.16M -$25.2K -527 -2%
SCA
186
Snowden Capital Advisors
New York
$1.13M -$6.48M -135,843 -85%
S
187
SignatureFD
Georgia
$1.1M -$1.19K -25 -0.1%
PWS
188
Paragon Wealth Strategies
Florida
$1.1M +$104K +2,186 +10%
SI
189
SII Investments
Wisconsin
$1.02M +$270K +5,629 +36%
BRF
190
B. Riley Financial
California
$1.02M – – –
M&T Bank
191
M&T Bank
New York
$1M -$8.61M -180,372 -90%
PWMAG
192
Pinnacle Wealth Management Advisory Group
New Jersey
$997K +$115K +2,400 +13%
PVH
193
Psagot Value Holdings
Israel
$977K -$681K -14,270 -41%
SI
194
Stephens Inc
Arkansas
$944K +$944K +19,788 New
CCA
195
Clearwater Capital Advisors
Illinois
$942K +$247K +5,170 +35%
SG
196
StoneX Group
New York
$938K -$5.61K -124 -0.6%
WCG
197
Wall Capital Group
Arizona
$931K +$931K +19,520 New
GCMG
198
Gyroscope Capital Management Group
Florida
$912K +$265K +5,547 +41%
BUB
199
BBVA USA Bancshares
Texas
$904K +$478K +10,016 +112%
AFP
200
Ausdal Financial Partners
Iowa
$869K +$51.3K +1,076 +6%
6 7
8
9 10