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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

275 hedge funds and large institutions have $6.62B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+56
Holders Change %
+25.57%
% of All Funds
7.34%
Holding in Top 10
62
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+37.78%
% of All Funds
1.65%
New
72
Increased
135
Reduced
43
Closed
15
Calls
$2.49M
Puts
$1.03M
Net Calls
+$1.46M
Net Calls Change
+$1.78M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$364M
2
Wells Fargo
Wells Fargo
California
+$222M
3
SAS
Sage Advisory Services
Texas
+$200M
4
LPL Financial
LPL Financial
California
+$198M
5
UBS Group
UBS Group
Switzerland
+$182M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.7M
2
Jane Street
Jane Street
New York
-$9.86M
3
CCS
Crosspoint Capital Strategies
California
-$6.35M
4
MIH
Madison Investment Holdings
Wisconsin
-$4.99M
5
TCM
TD Capital Management
Tennessee
-$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Donaldson Capital Management
Indiana
$326K -$59.6K -1,358 -15%
AFP
227
Ausdal Financial Partners
Iowa
$324K +$15.9K +363 +5%
Axa
228
Axa
France
$315K – – –
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$306K – – –
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$297K -$40.2K -916 -12%
HCA
231
Harbour Capital Advisors
Virginia
$297K -$25.3K -575 -8%
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$292K +$1.1K +25 +0.4%
EWA
233
EP Wealth Advisors
California
$288K +$288K +6,562 New
ABFS
234
Appropriate Balance Financial Services
Washington
$280K +$280K +6,387 New
GCMG
235
Gyroscope Capital Management Group
Florida
$274K +$274K +6,246 New
PL
236
Parthenon LLC
Kentucky
$262K – – –
PS
237
Portfolio Solutions
Michigan
$253K +$253K +5,764 New
Sumitomo Mitsui Trust Group
238
Sumitomo Mitsui Trust Group
Japan
$244K – – –
GA
239
Geneva Advisors
Illinois
$244K +$244K +5,545 New
DP
240
Dearborn Partners
Illinois
$241K – – –
WS
241
Wedbush Securities
California
$232K – – –
PJSIMP
242
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K -$91.8K -2,085 -30%
ICAS
243
Investors Capital Advisory Services
Massachusetts
$218K -$165K -3,778 -43%
PWW
244
Pettyjohn Wood & White
Virginia
$211K +$211K +4,814 New
LNB
245
Ledyard National Bank
$209K – – –
CT
246
Cambridge Trust
Massachusetts
$209K +$209K +4,756 New
WAM
247
Weatherly Asset Management
California
$201K +$201K +4,582 New
DADC
248
D.A. Davidson & Co
Montana
$200K +$24.5K +560 +14%
CGH
249
Cleary Gull Holdings
Wisconsin
$198K +$198K +4,500 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$146K +$146K +3,328 New
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