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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.

New
Increased
Maintained
Reduced
Closed
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
Citigroup
New York
$241M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$65M
3
CPO
Cerity Partners OCIO
New York
$30.1M
4
Bessemer Group
Bessemer Group
New Jersey
$19.6M
5
BIM
BlackRock Investment Management
Delaware
$121M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.03B
2
SAS
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.9M
4
Wells Fargo
Wells Fargo
California
$336M
5
Morgan Stanley
Morgan Stanley
New York
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
251
ProVise Management Group
Florida
$403K -$45.3K -1,000 -10%
BUB
252
BBVA USA Bancshares
Texas
$403K +$403K +8,919 New
VWM
253
Venturi Wealth Management
Texas
$400K +$86K +1,901 +27%
MHS
254
M Holdings Securities
Oregon
$398K +$814 +18 +0.2%
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$389K +$389K +8,604 New
PFA
256
Pinnacle Family Advisors
Missouri
$386K +$386K +8,555 New
ERIM
257
Eagle Ridge Investment Management
Connecticut
$380K -$45.5K -1,005 -11%
Sumitomo Mitsui Trust Group
258
Sumitomo Mitsui Trust Group
Japan
$373K -$13.6K -300 -4%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$371K +$222K +4,900 +148%
AIA
260
AIMZ Investment Advisors
California
$363K – – –
PCP
261
Proficio Capital Partners
Massachusetts
$362K -$31.7K -700 -8%
EWA
262
EP Wealth Advisors
California
$344K – – –
SFSIG
263
San Francisco Sentry Investment Group
California
$335K +$335K +7,406 New
LAM
264
Lebenthal Asset Management
New York
$334K +$211K +4,663 +171%
CWM
265
Cabot Wealth Management
Massachusetts
$326K -$37.2K -822 -10%
BAC
266
Boys Arnold & Co
North Carolina
$324K -$17.4K -385 -5%
CAS
267
Cue Advisory Services
Arizona
$321K -$4.07K -90 -1%
PS
268
Portfolio Solutions
Michigan
$308K – – –
FNT
269
First National Trust
Pennsylvania
$306K +$306K +6,774 New
SFA
270
Sequoia Financial Advisors
Ohio
$305K -$25.8K -570 -8%
HCA
271
Harbour Capital Advisors
Virginia
$305K – – –
APSP
272
Asset Planning Services (Pennsylvania)
Pennsylvania
$304K +$1.63K +36 +0.5%
1832 Asset Management
273
1832 Asset Management
Ontario, Canada
$300K +$150K +3,300 +100%
CG
274
Cutler Group
California
$299K +$28.8K +638 +11%
Luther King Capital Management (LKCM)
275
Luther King Capital Management (LKCM)
Texas
$295K -$249K -5,505 -46%
9 10
11
12 13