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iShares MSCI USA Min Vol Factor ETF
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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 %
WKWM
276
Walter & Keenan Wealth Management
Indiana
$217K +$217K +4,770 New
LNB
277
Ledyard National Bank
$216K – – –
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$214K -$159K -3,500 -43%
DP
279
Dearborn Partners
Illinois
$210K -$17.1K -375 -8%
WTC
280
WhitTier Trust Company
Nevada
$206K -$172K -3,786 -45%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$204K -$83.5K -1,835 -29%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$151K – – –
1832 Asset Management
283
1832 Asset Management
Ontario, Canada
$150K – – –
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$150K +$150K +3,300 New
LAM
285
Lebenthal Asset Management
New York
$124K +$124K +2,724 New
BFEC
286
Benjamin F. Edwards & Company
Missouri
$116K – – –
WA
287
WFG Advisors
Texas
$88K +$183 +4 +0.2%
MA
288
MUFG Americas
New York
$84K -$4.54K -100 -5%
BWA
289
Burt Wealth Advisors
Maryland
$81K -$16.3M -360,148 -100%
ClearBridge Investments
290
ClearBridge Investments
New York
$53K +$53K +1,174 New
WP
291
WealthPLAN Partners
Nebraska
$49.2K -$7.24K -162 -13%
EWM
292
Evercore Wealth Management
New York
$47K – – –
NR
293
Newfound Research
Massachusetts
$41K +$6.03K +134 +17%
AIM
294
Advantage Investment Management
Iowa
$39K – – –
FPFS
295
First Personal Financial Services
North Carolina
$36K +$36K +800 New
JCM
296
Jacobi Capital Management
Pennsylvania
$23K – – –
First Manhattan
297
First Manhattan
New York
$22K – – –
AIP
298
Ameritas Investment Partners
Nebraska
$19K -$95.8K -2,193 -83%
CCM
299
Cribstone Capital Management
Maine
$10K +$10K +225 New
CTC
300
Central Trust Company
Missouri
$9K – – –
9 10 11
12
13