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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 %
Bank of America
1
Bank of America
North Carolina
$1B +$23.2M +475,121 +2%
Morgan Stanley
2
Morgan Stanley
New York
$352M -$3.44M -70,400 -1%
Wells Fargo
3
Wells Fargo
California
$348M -$3.3M -67,473 -0.9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$338M +$14.9M +305,266 +5%
BlackRock
5
BlackRock
New York
$292M +$16.5M +337,723 +6%
UBS Group
6
UBS Group
Switzerland
$291M -$141K -2,872 -0%
NLI
7
Nippon Life Insurance
Japan
$263M – – –
LPL Financial
8
LPL Financial
California
$243M +$236M +4,833,018 +3,832%
Ameriprise
9
Ameriprise
Minnesota
$193M +$31M +638,562 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$184M +$59.2M +1,210,046 +48%
State Street
11
State Street
Massachusetts
$180M +$9.94M +203,175 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$156M +$4.83M +98,788 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$134M +$2.07M +42,231 +2%
US Bancorp
14
US Bancorp
Minnesota
$114M -$1.62M -33,062 -1%
Allianz Asset Management
15
Allianz Asset Management
Germany
$108M +$40M +817,048 +59%
Citigroup
16
Citigroup
New York
$105M -$69M -1,410,146 -40%
Mariner
17
Mariner
Kansas
$102M -$7.68M -156,857 -7%
SEI Investments
18
SEI Investments
Pennsylvania
$91.5M +$21.4M +437,591 +31%
QI
19
QS Investors
New York
$89.8M +$19.3M +394,377 +27%
SAM
20
Securian Asset Management
Minnesota
$85.7M -$102K -2,085 -0.1%
CFA
21
Carroll Financial Associates
North Carolina
$85.3M +$1.4M +28,633 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$84.8M +$6.37M +130,276 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$79.6M +$6.5M +132,755 +9%
AG
24
Advisor Group
Arizona
$74.1M +$24.9M +509,213 +51%
UCFA
25
United Capital Financial Advisors
Texas
$51.4M +$353K +7,219 +0.7%
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