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iShares MSCI USA Min Vol Factor ETF
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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 %
MA
301
MUFG Americas
New York
$70K -$13.5K -300 -16%
PA
302
Parallel Advisors
California
$60K +$60K +1,323 New
NR
303
Newfound Research
Massachusetts
$54K +$12.5K +274 +30%
YWP
304
YorkBridge Wealth Partners
New York
$49K +$49K +1,093 New
EWM
305
Evercore Wealth Management
New York
$46K – – –
SAM
306
Shamrock Asset Management
Texas
$44K -$1.48M -32,835 -97%
JFA
307
JNBA Financial Advisors
Minnesota
$38K -$1.24M -27,821 -97%
AIM
308
Advantage Investment Management
Iowa
$38K – – –
GC
309
Guggenheim Capital
Illinois
$31K +$31K +680 New
First Manhattan
310
First Manhattan
New York
$22K – – –
IWM
311
IHT Wealth Management
Illinois
$21K +$21K +465 New
JCM
312
Jacobi Capital Management
Pennsylvania
$18K -$5.4K -120 -23%
AIP
313
Ameritas Investment Partners
Nebraska
$18K -$1.1K -25 -6%
GI
314
Gradient Investments
Minnesota
$15K +$15K +322 New
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$487K -10,435 -97%
AA
316
Apriem Advisors
California
$14K +$14K +320 New
CCM
317
Cribstone Capital Management
Maine
$10K – – –
CTC
318
Central Trust Company
Missouri
$9K – – –
PG
319
Patten Group
Tennessee
$9K – – –
AA
320
AlphaMark Advisors
Kentucky
$6K – – –
MIFH
321
Migdal Insurance & Financial Holdings
Israel
$4K +$4K +85 New
M
322
MOTCO
Texas
$3K – – –
VNA
323
Valley National Advisers
Pennsylvania
$3K +$39 +1 +1%
TFA
324
Transamerica Financial Advisors
Florida
$1K -$52K -52 -98%
KIG
325
Kessler Investment Group
Indiana
$1K – – –
11 12
13
14 15