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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

312 hedge funds and large institutions have $8.25B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 105 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+22
Holders Change %
+7.59%
% of All Funds
8.34%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.95%
New
40
Increased
138
Reduced
105
Closed
14
Calls
$12.3M
Puts
$8.9M
Net Calls
+$3.45M
Net Calls Change
+$132K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
Mariner
Mariner
Kansas
$153M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M
5
BIM
BlackRock Investment Management
Delaware
$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.6M
2
Morgan Stanley
Morgan Stanley
New York
$481M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Wells Fargo
Wells Fargo
California
$505M
5
Ameriprise
Ameriprise
Minnesota
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Clearwater Capital Advisors
Illinois
$592K -$103K -2,315 -15%
Bessemer Group
227
Bessemer Group
New Jersey
$581K -$204K -4,493 -26%
SG
228
StoneX Group
New York
$569K +$569K +12,531 New
AA
229
Ancora Advisors
Ohio
$561K – – –
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$547K +$547K +12,031 New
WAM
231
Weatherly Asset Management
California
$544K +$243K +5,338 +80%
AFP
232
Ausdal Financial Partners
Iowa
$536K +$71.7K +1,578 +15%
GKWIM
233
Gerber Kawasaki Wealth & Investment Management
California
$510K +$116K +2,550 +29%
CCFCSB
234
Cape Cod Five Cents Savings Bank
Massachusetts
$494K -$1.55K -34 -0.3%
CS
235
Credit Suisse
Switzerland
$493K +$50.5K +1,111 +11%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$492K -$21.4K -472 -4%
JFGIW
237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$487K +$77.1K +1,700 +19%
BA
238
Boston Advisors
Massachusetts
$478K +$1.41K +31 +0.3%
FWM
239
Focused Wealth Management
New York
$472K -$21.6K -476 -4%
SCM
240
Silver Capital Management
New York
$451K +$451K +9,940 New
PMG
241
ProVise Management Group
Florida
$450K +$78.1K +1,720 +21%
ERIM
242
Eagle Ridge Investment Management
Connecticut
$427K -$9.08K -200 -2%
Truist Financial
243
Truist Financial
North Carolina
$427K +$68.1K +1,500 +19%
AT
244
Arden Trust
Delaware
$426K +$426K +9,374 New
Wolverine Trading
245
Wolverine Trading
Illinois
$413K +$413K +9,130 New
PAI
246
Pittenger & Anderson Inc
Nebraska
$409K +$409K +8,994 New
MHS
247
M Holdings Securities
Oregon
$399K +$86.3K +1,900 +28%
PCP
248
Proficio Capital Partners
Massachusetts
$395K – – –
Sumitomo Mitsui Trust Group
249
Sumitomo Mitsui Trust Group
Japan
$388K +$136K +3,000 +54%
ACM
250
Argentus Capital Management
Texas
$367K -$6.96K -153 -2%
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