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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

290 hedge funds and large institutions have $7.99B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.75%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.87%
New
36
Increased
161
Reduced
71
Closed
16
Calls
$5.54M
Puts
$2.23M
Net Calls
+$3.31M
Net Calls Change
+$1.86M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.26B
2
NLI
Nippon Life Insurance
Japan
$248M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$176M
4
Morgan Stanley
Morgan Stanley
New York
$558M
5
Citigroup
Citigroup
New York
$107M

Top Sellers

1
LPL Financial
LPL Financial
California
$6.06M
2
QI
QS Investors
New York
$34.6M
3
AIG
American International Group
New York
$0
4
USAA
United Services Automobile Association
Texas
$50.9M
5
LI
LVZ Inc
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
226
Proficio Capital Partners
Massachusetts
$407K – – –
GKWIM
227
Gerber Kawasaki Wealth & Investment Management
California
$401K +$88.7K +1,921 +28%
Lazard Asset Management
228
Lazard Asset Management
New York
$392K +$392K +8,500 New
GA
229
Geneva Advisors
Illinois
$390K +$134K +2,900 +52%
WTC
230
WhitTier Trust Company
Nevada
$385K +$3.19K +69 +0.8%
ACM
231
Argentus Capital Management
Texas
$380K +$29.5K +639 +8%
SWK
232
Stephen W. Kidder
$379K – – –
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$379K +$18.5K +400 +5%
PMG
234
ProVise Management Group
Florida
$378K -$30.4K -659 -7%
AIA
235
AIMZ Investment Advisors
California
$370K -$2.08M -44,900 -85%
DCM
236
Donaldson Capital Management
Indiana
$367K +$23.6K +510 +7%
Truist Financial
237
Truist Financial
North Carolina
$365K +$365K +7,900 New
DADC
238
D.A. Davidson & Co
Montana
$359K +$148K +3,210 +70%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$347K +$347K +7,500 New
EWA
240
EP Wealth Advisors
California
$324K +$21K +455 +7%
MHS
241
M Holdings Securities
Oregon
$318K +$318K +6,886 New
PS
242
Portfolio Solutions
Michigan
$315K +$48.5K +1,050 +18%
SAM
243
Silvercrest Asset Management
New York
$315K +$315K +6,809 New
HCA
244
Harbour Capital Advisors
Virginia
$312K – – –
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$309K -$11.5K -250 -4%
APSP
246
Asset Planning Services (Pennsylvania)
Pennsylvania
$308K +$1.25K +27 +0.4%
WAM
247
Weatherly Asset Management
California
$307K +$95K +2,052 +45%
SFA
248
Sequoia Financial Advisors
Ohio
$301K +$301K +6,512 New
CIBC World Market
249
CIBC World Market
Ontario, Canada
$292K +$292K +6,320 New
CG
250
Cutler Group
California
$286K +$286K +6,210 New
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