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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

327 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 149 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
8.19%
Holding in Top 10
65
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.96%
% of All Funds
1.63%
New
55
Increased
91
Reduced
149
Closed
35
Calls
$10.2M
Puts
$7.21M
Net Calls
+$2.95M
Net Calls Change
-$495K

Top Buyers

1
Citigroup
1
Citigroup
New York
$241M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$65M
3
BS
3
Banco Santander
Spain
$30.4M
4
CPO
4
Cerity Partners OCIO
New York
$30.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.9M
4
Wells Fargo
4
Wells Fargo
California
$336M
5
Morgan Stanley
5
Morgan Stanley
New York
$384M
Name Market Value Shares Shares
Change 		Shares
Change %
SBL
226
Sargent Bickham Lagudis
Colorado
$600K 13,273 -1,174 -8%
BA
227
Boston Advisors
Massachusetts
$586K 12,967 +2,446 +23%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$584K 13,140 +6,440 +96%
AA
229
Ancora Advisors
Ohio
$581K 12,848 +500 +4%
RCAG
230
Rehmann Capital Advisory Group
Michigan
$564K 12,470 +1,640 +15%
BA
231
BCM Advisors
Louisiana
$556K 12,285 +12,285 New
WAM
232
Weatherly Asset Management
California
$541K 11,972 – –
VAM
233
Visionary Asset Management
Texas
$533K 11,797 -3,671 -24%
GKWIM
234
Gerber Kawasaki Wealth & Investment Management
California
$521K 11,529 +290 +3%
BFPW
235
BOK Financial Private Wealth
Colorado
$509K 11,258 -3,661 -25%
GA
236
Geneva Advisors
Illinois
$502K 11,108 +3,347 +43%
AT
237
Arden Trust
Delaware
$497K 10,999 +1,625 +17%
BTIS
238
BB&T Investment Services
North Carolina
$496K 10,933 +10,933 New
MIAN
239
Mariner Independent Advisor Network
Kansas
$495K 10,941 -118,964 -92%
IP
240
Investment Partners
Ohio
$492K 10,873 -5,459 -33%
CCFCSB
241
Cape Cod Five Cents Savings Bank
Massachusetts
$466K 10,309 -555 -5%
PAI
242
Pittenger & Anderson Inc
Nebraska
$454K 10,047 +1,053 +12%
TCM
243
Tuttle Capital Management
Connecticut
$449K 9,946 -56,628 -85%
SCM
244
Silver Capital Management
New York
$443K 9,790 -150 -2%
CS
245
Credit Suisse
Switzerland
$440K 9,740 -1,112 -10%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$433K 9,580 -11,749 -55%
FWM
247
Focused Wealth Management
New York
$426K 9,410 -971 -9%
Truist Financial
248
Truist Financial
North Carolina
$425K 9,400 – –
JSL
249
JT Stratford LLC
Georgia
$416K 9,210 +9,210 New
PIM
250
Parker Investment Management
California
$406K 8,983 -180,289 -95%
8 9
10
11 12