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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

219 hedge funds and large institutions have $3.66B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
219
Holders Change
+35
Holders Change %
+19.02%
% of All Funds
5.75%
Holding in Top 10
45
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+45.16%
% of All Funds
1.18%
New
54
Increased
98
Reduced
47
Closed
18
Calls
–
Puts
$318K
Net Calls
-$318K
Net Calls Change
+$237K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$499M
2
LPL Financial
2
LPL Financial
California
$205M
3
Morgan Stanley
3
Morgan Stanley
New York
$241M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
Wells Fargo
5
Wells Fargo
California
$268M

Top Sellers

1
CIA
1
Choate Investment Advisors
Massachusetts
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$148M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.4M
4
BHB
4
Bank Hapoalim BM
Israel
$385K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$35.4M 845,741 -717,556 -46%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$35.2M 842,804 +14,421 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$32.3M 771,728 +398,409 +107%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$31.8M 760,537 +135,606 +22%
AC
30
Allstate Corporation
Illinois
$29.7M 710,000 – –
MMA
31
Miracle Mile Advisors
California
$28.9M 690,559 -1,994 -0.3%
CA
32
Cetera Advisors
Colorado
$27.3M 651,743 +8,078 +1%
TCM
33
TD Capital Management
Tennessee
$26.9M 643,935 +31,020 +5%
RJA
34
Raymond James & Associates
Florida
$26.6M 635,350 +20,295 +3%
NLI
35
Nippon Life Insurance
Japan
$26.2M 626,772 – –
AF
36
Allworth Financial
California
$25.3M 605,496 +549,528 +982%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$25M 597,067 +117,041 +24%
UCFA
38
United Capital Financial Advisors
Texas
$23.2M 555,189 +319,826 +136%
WBG
39
Wharton Business Group
Pennsylvania
$22.6M 540,400 – –
LPT
40
Legacy Private Trust
Wisconsin
$20.3M 486,201 +1,628 +0.3%
LWA
41
Lowe Wealth Advisors
Maryland
$19M 455,158 +14,819 +3%
AIG
42
American International Group
New York
$18.1M 432,809 +57,066 +15%
TF
43
Tompkins Financial
New York
$17.7M 423,059 -14,415 -3%
SCM
44
Stonehearth Capital Management
Massachusetts
$17.1M 409,329 +53,389 +15%
BCI
45
Brinker Capital Investments
Pennsylvania
$16.5M 394,893 -211,308 -35%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$15.9M 379,067 +57,942 +18%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$15.2M 363,026 -103,717 -22%
EK
48
Evensky & Katz
Florida
$14.5M 346,836 +1,668 +0.5%
SAM
49
Securian Asset Management
Minnesota
$14M 334,586 +145,912 +77%
FFBTD
50
First Financial Bank - Trust Division
Ohio
$13.9M 331,973 +4,112 +1%
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