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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 %
ICOA
176
Investment Centers of America
North Dakota
$1.75M +$434K +8,973 +33%
DADC
177
D.A. Davidson & Co
Montana
$1.68M +$273K +5,589 +19%
GWM
178
Geneos Wealth Management
Colorado
$1.66M -$32.9K -673 -2%
BUB
179
BBVA USA Bancshares
Texas
$1.47M +$545K +11,144 +59%
WF
180
Welch & Forbes
Massachusetts
$1.43M +$1.43M +29,265 New
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$1.42M +$5.23K +107 +0.4%
SI
182
SII Investments
Wisconsin
$1.42M +$391K +8,057 +38%
SF
183
Synovus Financial
Georgia
$1.41M +$1.18M +24,076 +505%
VIA
184
Vantage Investment Advisors
Pennsylvania
$1.36M +$131K +2,671 +11%
PPA
185
Parametric Portfolio Associates
Washington
$1.34M +$1.06M +21,620 +380%
B
186
Bridgeworth
Alabama
$1.33M -$68.1K -1,388 -5%
SI
187
Stephens Inc
Arkansas
$1.24M +$270K +5,513 +28%
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$1.2M -$53.8K -1,100 -4%
CC
189
Courier Capital
New York
$1.19M -$19.6K -400 -2%
FCT
190
Family Capital Trust
Massachusetts
$1.17M -$13.7K -280 -1%
MC
191
Moors & Cabot
Massachusetts
$1.16M -$677K -13,815 -37%
HF
192
HRT Financial
New York
$1.15M +$1.15M +23,602 New
PWAG
193
Polaris Wealth Advisory Group
California
$1.13M +$1.13M +23,120 New
S
194
SignatureFD
Georgia
$1.09M -$40.8K -834 -4%
Northern Trust
195
Northern Trust
Illinois
$1.07M +$850K +17,357 +378%
SXL
196
Summit X LLC
Missouri
$1.06M +$1.06M +21,929 New
IH
197
IFC Holdings
Florida
$1.05M +$430K +8,923 +70%
OC
198
Oppenheimer & Co
New York
$1.05M +$816K +16,681 +355%
BRF
199
B. Riley Financial
California
$1.04M – – –
WAM
200
Watermark Asset Management
California
$1.03M +$486K +9,937 +90%
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