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BlackRock Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

BlackRock Advisors’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$74.1M Sell
1,639,610
-106,437
-6% -$4.75M 0.08% 249
2016
Q3 		$79.3M Buy
1,746,047
+1,052,347
+152% +$48.7M 0.08% 248
2016
Q2 		$32.1M Buy
+693,700
New +$30.8M 0.03% 397
2015
Q3 		– Sell
-109,807
Closed -$4.43M – 3796
2015
Q2 		$4.43M Buy
+109,807
New +$4.54M ﹤0.01% 1026

Other funds holding USMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock Advisors's USMV Position: Q4 2016 in Review

BlackRock Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 6.1% in Q4 2016, selling an estimated $4.75M and leaving 1,639,610 shares worth $74.1M. The position accounts for 0.08% of the portfolio, ranked #249.

BlackRock Advisors first reported a position in USMV in Q2 2015 and has held it in 4 quarters since. The position peaked at $79.3M in Q3 2016. 328 funds tracked by Wall St. Rank hold USMV as of Q4 2016.

  • BlackRock Advisors held 1,639,610 shares of iShares MSCI USA Min Vol Factor ETF worth $74.1M as of Q4 2016.
  • BlackRock Advisors sold 106,437 iShares MSCI USA Min Vol Factor ETF shares in Q4 2016, an estimated $4.75M.
  • iShares MSCI USA Min Vol Factor ETF made up 0.08% of BlackRock Advisors's portfolio in Q4 2016, its #249 holding.
  • BlackRock Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2015 and has held it in 4 quarters since.
  • BlackRock Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $79.3M in Q3 2016.
  • 328 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.