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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 %
Axa
276
Axa
France
$274K – – –
PL
277
Parthenon LLC
Kentucky
$266K – – –
PWW
278
Pettyjohn Wood & White
Virginia
$260K +$497 +11 +0.2%
DCM
279
Donaldson Capital Management
Indiana
$253K -$7.68K -170 -3%
CCM
280
Coldstream Capital Management
Washington
$243K -$1.08M -24,021 -82%
WS
281
Wedbush Securities
California
$240K -$40.7K -899 -15%
LCP
282
Legacy Capital Partners
Wisconsin
$234K +$7.26K +160 +3%
AFG
283
Arkansas Financial Group
Arkansas
$234K +$234K +5,173 New
BFIM
284
Beese Fulmer Investment Management
Ohio
$230K – – –
CAM
285
Concorde Asset Management
Michigan
$227K -$1.03M -22,688 -82%
JIC
286
Johnson Investment Counsel
Ohio
$226K – – –
BHB
287
Bank Hapoalim BM
Israel
$224K -$420K -9,301 -65%
RCG
288
Ruggie Capital Group
Florida
$221K +$221K +4,895 New
IH
289
IFC Holdings
Florida
$219K +$219K +4,824 New
LNB
290
Ledyard National Bank
$212K -$3.39K -75 -2%
Northern Trust
291
Northern Trust
Illinois
$211K +$211K +4,667 New
DE
292
Day & Ennis
Georgia
$209K +$209K +4,624 New
GRP
293
Global Retirement Partners
California
$189K +$189K +4,171 New
WTC
294
WhitTier Trust Company
Nevada
$188K -$17.8K -394 -9%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$180K +$180K +3,947 New
CFD
296
Creative Financial Designs
Indiana
$174K +$174K +3,840 New
EA
297
Edge Advisors
Georgia
$163K +$163K +3,605 New
BFEC
298
Benjamin F. Edwards & Company
Missouri
$115K – – –
SPL
299
Smart Portfolios LLC
Washington
$115K +$115K +2,551 New
WA
300
WFG Advisors
Texas
$76K -$11.3K -249 -13%
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