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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

290 hedge funds and large institutions have $7.99B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.75%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.87%
New
36
Increased
161
Reduced
71
Closed
16
Calls
$5.54M
Puts
$2.23M
Net Calls
+$3.31M
Net Calls Change
+$1.86M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.26B
2
NLI
2
Nippon Life Insurance
Japan
$248M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M
4
Morgan Stanley
4
Morgan Stanley
New York
$558M
5
Citigroup
5
Citigroup
New York
$107M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.06M
2
QI
2
QS Investors
New York
$34.6M
3
AIG
3
American International Group
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$50.9M
5
LI
5
LVZ Inc
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
51
Manifold Partners
California
$31.2M +$18.2M +326,892 +140%
Stifel Financial
52
Stifel Financial
Missouri
$30.8M +$4.24M +91,681 +16%
CA
53
Cetera Advisors
Colorado
$29.2M -$578K -12,511 -2%
Allianz Asset Management
54
Allianz Asset Management
Germany
$28M -$26.9M -582,560 -49%
GT
55
Glenmede Trust
Pennsylvania
$26.4M +$6.23M +134,920 +31%
AI
56
Atria Investments
North Carolina
$25.4M +$14.8M +317,955 +140%
SCA
57
Stuart Chaussee & Associates
California
$25.2M +$460K +9,938 +2%
AssetMark Inc
58
AssetMark Inc
California
$24.9M +$3.02M +65,355 +14%
TCM
59
TD Capital Management
Tennessee
$24.1M -$677K -14,652 -3%
SWP
60
Stratos Wealth Partners
Ohio
$23.6M +$14.6M +316,296 +162%
WB
61
Webster Bank
Connecticut
$23.3M +$2.81M +60,803 +14%
PAG
62
Private Advisor Group
New Jersey
$22.7M +$6.5M +134,771 +40%
LWA
63
Lowe Wealth Advisors
Maryland
$21.3M +$43.4K +939 +0.2%
PIM
64
Parker Investment Management
California
$20.7M -$4.53M -97,981 -18%
EK
65
Evensky & Katz
Florida
$19.9M +$1.22M +26,494 +7%
BTS
66
BB&T Securities
Virginia
$19.6M +$2M +43,364 +11%
EC
67
Estate Counselors
Wisconsin
$19.5M +$4.2M +90,930 +27%
TF
68
Tompkins Financial
New York
$19.3M -$7.58K -164 -0%
SCM
69
Stonehearth Capital Management
Massachusetts
$18.8M -$146K -3,161 -0.8%
CIA
70
Choate Investment Advisors
Massachusetts
$18.7M -$5.37M -116,256 -22%
ACP
71
Arcus Capital Partners
Georgia
$18.2M -$171K -3,710 -0.9%
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$17.8M -$6.71M -145,218 -27%
WBG
73
Wharton Business Group
Pennsylvania
$17.8M -$7.16M -155,000 -29%
IA
74
IndexIQ Advisors
New York
$17.3M +$17.2M +371,634 +16,116%
CCMG
75
Clark Capital Management Group
Pennsylvania
$17M -$9.45M -204,471 -36%
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