USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

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
1
Bank of America
North Carolina
$1.38B
2
Mariner
2
Mariner
Kansas
$153M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$119M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$188M
5
BIM
5
BlackRock Investment Management
Delaware
$104M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$481M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$505M
5
Ameriprise
5
Ameriprise
Minnesota
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Securian Asset Management
Minnesota
$63.7M +$16.5M +364,031 +35%
CAN
27
Cetera Advisor Networks
California
$63.2M +$20.4M +449,177 +48%
Allianz Asset Management
28
Allianz Asset Management
Germany
$62.7M +$35.2M +773,973 +128%
AF
29
Allworth Financial
California
$60.9M +$4.44M +97,691 +8%
QI
30
QS Investors
New York
$59.9M +$25.8M +568,980 +76%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$57.7M +$3.72M +81,854 +7%
USAA
32
United Services Automobile Association
Texas
$56.8M +$6.81M +149,900 +14%
AIM
33
Astor Investment Management
Illinois
$56.5M -$2.51M -55,331 -4%
AWA
34
ARS Wealth Advisors
Florida
$56.4M -$2.85M -62,642 -5%
AG
35
Advisor Group
Arizona
$54.3M +$3.51M +77,226 +7%
UCFA
36
United Capital Financial Advisors
Texas
$53.4M +$5.24M +115,341 +11%
FWP
37
FAS Wealth Partners
Kansas
$48.3M -$4.44M -97,677 -8%
BG
38
BlackRock Group
United Kingdom
$47M – – –
MCM
39
MV Capital Management
Maryland
$46.2M -$996K -21,917 -2%
MMA
40
Miracle Mile Advisors
California
$44.9M +$4.89M +107,622 +12%
ACM
41
Aviance Capital Management
Florida
$44.7M +$1.31M +28,807 +3%
Comerica Bank
42
Comerica Bank
Texas
$41.5M -$1.04M -23,427 -2%
MFS
43
MSI Financial Services
Massachusetts
$40.5M +$6.17M +135,852 +18%
William Blair & Company
44
William Blair & Company
Illinois
$38.5M +$2.79M +61,421 +8%
CA
45
Cetera Advisors
Colorado
$32.8M +$4.11M +90,406 +14%
AC
46
Allstate Corporation
Illinois
$32.3M – – –
NA
47
Nottingham Advisors
New York
$30.4M -$11.4M -251,691 -27%
GT
48
Glenmede Trust
Pennsylvania
$28.8M +$2.84M +62,427 +11%
HFA
49
High Falls Advisors
New York
$27M +$27M +593,738 New
SWP
50
Stratos Wealth Partners
Ohio
$26.8M +$3.55M +78,194 +15%
1
2
3 4 5