USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

184 hedge funds and large institutions have $2.81B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
5.14%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.87%
New
29
Increased
89
Reduced
46
Closed
13
Calls
–
Puts
$555K
Net Calls
-$555K
Net Calls Change
-$196K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$315M
2
Wells Fargo
2
Wells Fargo
California
$198M
3
FWP
3
FAS Wealth Partners
Kansas
$42.3M
4
QI
4
QS Investors
New York
$35M
5
USAA
5
United Services Automobile Association
Texas
$68.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.2M
3
LI
3
LVZ Inc
Michigan
$1.25M
4
CG
4
Colony Group
Massachusetts
$4.43M
5
HP
5
HT Partners
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$27.4M 692,553 +692,553 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$26.9M 680,549 +26,042 +4%
CA
28
Cetera Advisors
Colorado
$25.5M 643,665 +44,083 +7%
NLI
29
Nippon Life Insurance
Japan
$24.8M 626,772 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$24.7M 624,931 -94,304 -13%
RJA
31
Raymond James & Associates
Florida
$24.4M 615,055 +61,550 +11%
TCM
32
TD Capital Management
Tennessee
$24.3M 612,915 +500,901 +447%
US Bancorp
33
US Bancorp
Minnesota
$24M 606,460 +262,810 +76%
BCI
34
Brinker Capital Investments
Pennsylvania
$24M 606,201 +569,879 +1,569%
WBG
35
Wharton Business Group
Pennsylvania
$21.4M 540,400 – –
LPT
36
Legacy Private Trust
Wisconsin
$19.2M 484,573 +22,549 +5%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$19M 480,026 +29,353 +7%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$18.5M 466,743 +376,471 +417%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$18.2M 460,360 -696,634 -60%
LWA
40
Lowe Wealth Advisors
Maryland
$17.4M 440,339 -2,864 -0.6%
TF
41
Tompkins Financial
New York
$17.3M 437,474 -5,177 -1%
AIG
42
American International Group
New York
$14.9M 375,743 +98,851 +36%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$14.8M 373,319 +373,232 +429,002%
CCMG
44
Clark Capital Management Group
Pennsylvania
$14.1M 356,027 +336,469 +1,720%
SCM
45
Stonehearth Capital Management
Massachusetts
$14.1M 355,940 +3,135 +0.9%
EK
46
Evensky & Katz
Florida
$13.7M 345,168 -331 -0.1%
EC
47
Estate Counselors
Wisconsin
$13.1M 330,350 +303,930 +1,150%
FFBTD
48
First Financial Bank - Trust Division
Ohio
$13M 327,861 +327,861 New
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$12.7M 321,125 +290,901 +962%
SGAM
50
Steinberg Global Asset Management
Florida
$12M 303,538 -120,294 -28%
1
2
3 4 5