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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 %
S
51
SignatureFD
Georgia
$10.9M 275,973 -3,305 -1%
HPBT
52
High Point Bank & Trust
North Carolina
$10.6M 267,900 +262,138 +4,549%
AI
53
Atria Investments
North Carolina
$10.3M 259,817 -103,729 -29%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$10.2M 257,057 -9,861 -4%
CB
55
Community Bank
New York
$9.53M 240,815 -9,000 -4%
UCFA
56
United Capital Financial Advisors
Texas
$9.32M 235,363 +45,596 +24%
CAL
57
Capital Advisors Ltd
Ohio
$9.24M 233,479 +8,487 +4%
FDCC
58
Foster Dykema Cabot & Co
Massachusetts
$8.79M 222,006 +1,485 +0.7%
SAM
59
Stringer Asset Management
Tennessee
$7.48M 188,932 +32,460 +21%
SAM
60
Securian Asset Management
Minnesota
$7.47M 188,674 +188,674 New
HCMT
61
Highland Capital Management (Tennessee)
Tennessee
$7.19M 181,560 +559 +0.3%
RIA
62
Regal Investment Advisors
Michigan
$7.13M 180,188 -858 -0.5%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$6.93M 174,950 +15,460 +10%
SWP
64
Stratos Wealth Partners
Ohio
$6.34M 160,012 +151,225 +1,721%
Jane Street
65
Jane Street
New York
$6.08M 153,436 +92,420 +151%
SG Americas Securities
66
SG Americas Securities
New York
$5.32M 134,284 +22,064 +20%
BIM
67
BlackRock Investment Management
Delaware
$5.11M 129,013 +57,299 +80%
MFS
68
MSI Financial Services
Massachusetts
$5.06M 127,779 +6,944 +6%
Geode Capital Management
69
Geode Capital Management
Massachusetts
– – – –
Bank of New York Mellon
70
Bank of New York Mellon
New York
$4.83M 122,020 +10,489 +9%
SPC
71
Sigma Planning Corp
Michigan
$4.53M 114,342 -1,235 -1%
CG
72
Colony Group
Massachusetts
$4.43M 111,830 -215,254 -66%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$4.32M 108,994 +108,994 New
Citigroup
74
Citigroup
New York
$4.31M 108,757 +152 +0.1%
3AM
75
3D Asset Management
Connecticut
$4.21M 106,278 -25,157 -19%
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