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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 %
CCA
201
Clearwater Capital Advisors
Illinois
$1.02M +$59.4K +1,218 +6%
Creative Planning
202
Creative Planning
Kansas
$1.01M -$375K -7,660 -27%
CWA
203
Cypress Wealth Advisors
California
$967K -$3.66M -74,686 -79%
M&T Bank
204
M&T Bank
New York
$961K -$65K -1,328 -6%
PWMAG
205
Pinnacle Wealth Management Advisory Group
New Jersey
$958K -$64.3K -1,313 -6%
PWS
206
Paragon Wealth Strategies
Florida
$955K -$174K -3,552 -15%
BCMO
207
Buckingham Capital Management (Ohio)
Ohio
$946K -$1.19M -24,334 -56%
NA
208
NewEdge Advisors
Louisiana
$930K +$930K +19,072 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$912K +$139K +2,847 +18%
RCG
210
Ruggie Capital Group
Florida
$849K +$49.8K +1,018 +6%
AFP
211
Ausdal Financial Partners
Iowa
$848K -$43.1K -881 -5%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$834K – – –
JCM
213
Jacobi Capital Management
Pennsylvania
$766K +$741K +15,193 +2,922%
NFG
214
Nations Financial Group
Iowa
$766K +$766K +15,650 New
I
215
INVST
Indiana
$760K +$760K +15,916 New
CCG
216
Cypress Capital Group
Florida
$741K -$30.9K -630 -4%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$739K +$739K +15,108 New
ACP
218
Aveo Capital Partners
Colorado
$737K -$449K -9,167 -38%
VAM
219
Visionary Asset Management
Texas
$735K +$231K +4,716 +46%
AII
220
AGF Investments Inc
Ontario, Canada
$720K -$9.16K -187 -1%
PS
221
Portfolio Solutions
Michigan
$689K +$150K +3,076 +28%
AP
222
Appleton Partners
Massachusetts
$682K -$24K -490 -3%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$680K +$63.6K +1,300 +10%
FFBTD
224
First Financial Bank - Trust Division
Ohio
$675K -$21K -429 -3%
Brown Advisory
225
Brown Advisory
Maryland
$665K -$88K -1,798 -12%
7 8
9
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