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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 %
EC
51
Estate Counselors
Wisconsin
$13.6M 325,650 -4,700 -1%
ACP
52
Arcus Capital Partners
Georgia
$13.3M 319,076 +319,076 New
SGAM
53
Steinberg Global Asset Management
Florida
$12.9M 309,027 +5,489 +2%
AssetMark Inc
54
AssetMark Inc
California
$12.7M 302,661 +302,661 New
MCM
55
MV Capital Management
Maryland
$12.4M 296,483 +286,443 +2,853%
S
56
SignatureFD
Georgia
$12.4M 295,604 +19,631 +7%
TA
57
TMD & Associates
Arizona
$11.6M 277,490 +277,490 New
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$11.6M 277,352 +20,295 +8%
CCMG
59
Clark Capital Management Group
Pennsylvania
$11.6M 276,826 -79,201 -22%
SFA
60
Stewardship Financial Advisors
Georgia
$10.8M 258,021 +258,021 New
RWG
61
Regal Wealth Group
California
$10.8M 257,474 +257,474 New
FDCC
62
Foster Dykema Cabot & Co
Massachusetts
$10.8M 257,061 +35,055 +16%
Stifel Financial
63
Stifel Financial
Missouri
$10.7M 255,446 +212,907 +500%
CB
64
Community Bank
New York
$10.5M 251,470 +10,655 +4%
CAL
65
Capital Advisors Ltd
Ohio
$10.3M 246,811 +13,332 +6%
MFS
66
MSI Financial Services
Massachusetts
$10.3M 245,464 +117,685 +92%
AI
67
Atria Investments
North Carolina
$9.94M 247,038 -12,779 -5%
Jane Street
68
Jane Street
New York
$9.86M 235,646 +82,210 +54%
BIM
69
BlackRock Investment Management
Delaware
$9.17M 219,240 +90,227 +70%
MP
70
Manifold Partners
California
$9.01M 215,501 +215,431 +307,759%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$8.48M 202,850 +27,900 +16%
SAM
72
Stringer Asset Management
Tennessee
$7.97M 190,451 +1,519 +0.8%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$7.6M 181,677 +181,677 New
RIA
74
Regal Investment Advisors
Michigan
$7.4M 176,870 -3,318 -2%
HCMT
75
Highland Capital Management (Tennessee)
Tennessee
$7.27M 173,923 -7,637 -4%
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