USMV icon

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.

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
1
Citigroup
New York
$241M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$65M
3
BS
3
Banco Santander
Spain
$30.4M
4
CPO
4
Cerity Partners OCIO
New York
$30.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.9M
4
Wells Fargo
4
Wells Fargo
California
$336M
5
Morgan Stanley
5
Morgan Stanley
New York
$384M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
ARS Wealth Advisors
Florida
$51.5M 1,138,424 -103,210 -8%
UCFA
27
United Capital Financial Advisors
Texas
$51.3M 1,135,225 -40,151 -3%
FWP
28
FAS Wealth Partners
Kansas
$48M 1,060,725 -3,481 -0.3%
AIM
29
Astor Investment Management
Illinois
$47.6M 1,051,938 -191,681 -15%
BG
30
BlackRock Group
United Kingdom
$46.8M 1,035,494 – –
AG
31
Advisor Group
Arizona
$44.2M 977,566 -216,683 -18%
MCM
32
MV Capital Management
Maryland
$43.8M 969,323 -48,062 -5%
MMA
33
Miracle Mile Advisors
California
$42.7M 945,228 -42,865 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$41.9M 926,655 -3,768,969 -80%
CAN
35
Cetera Advisor Networks
California
$41.1M 909,607 -481,618 -35%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$38.4M 849,840 -420,739 -33%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$37.2M 822,623 -1,797,156 -69%
CA
38
Cetera Advisors
Colorado
$37M 818,634 +96,769 +13%
AC
39
Allstate Corporation
Illinois
$32.1M 710,000 – –
MFS
40
MSI Financial Services
Massachusetts
$31.3M 692,538 -197,852 -22%
BS
41
Banco Santander
Spain
$30.4M 675,149 +675,149 New
CPO
42
Cerity Partners OCIO
New York
$30.1M 664,959 +664,959 New
RJA
43
Raymond James & Associates
Florida
$30M 663,731 -892,375 -57%
NA
44
Nottingham Advisors
New York
$29.6M 654,927 -14,176 -2%
Comerica Bank
45
Comerica Bank
Texas
$29.4M 645,425 -285,846 -31%
AI
46
Atria Investments
North Carolina
$27.9M 616,207 +43,014 +8%
GT
47
Glenmede Trust
Pennsylvania
$27.5M 608,712 -25,285 -4%
PAG
48
Private Advisor Group
New Jersey
$27.3M 600,811 +90,088 +18%
SWP
49
Stratos Wealth Partners
Ohio
$24.4M 539,694 -50,256 -9%
AssetMark Inc
50
AssetMark Inc
California
$23.6M 521,775 -43,710 -8%
1
2
3 4 5