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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 %
AI
51
Atria Investments
North Carolina
$26M +$1.25M +27,480 +5%
AssetMark Inc
52
AssetMark Inc
California
$25.7M +$1.2M +26,416 +5%
BCI
53
Brinker Capital Investments
Pennsylvania
$25M -$13.6M -298,937 -35%
SCA
54
Stuart Chaussee & Associates
California
$24.6M -$186K -4,097 -0.8%
EAMA
55
EFG Asset Management (Americas)
Florida
$24.1M +$9.91M +217,891 +70%
TCM
56
TD Capital Management
Tennessee
$23.6M -$150K -3,292 -0.6%
PAG
57
Private Advisor Group
New Jersey
$22.8M +$1.8M +40,147 +9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$22.7M +$22.7M +499,147 New
Stifel Financial
59
Stifel Financial
Missouri
$20.9M -$9.29M -204,597 -31%
EK
60
Evensky & Katz
Florida
$20.5M +$937K +20,636 +5%
LWA
61
Lowe Wealth Advisors
Maryland
$20M -$934K -20,552 -4%
EC
62
Estate Counselors
Wisconsin
$18.6M -$574K -12,630 -3%
TF
63
Tompkins Financial
New York
$18.4M -$553K -12,165 -3%
N
64
Natixis
France
$18.2M +$18.2M +400,000 New
SCM
65
Stonehearth Capital Management
Massachusetts
$18.1M -$400K -8,810 -2%
ACP
66
Arcus Capital Partners
Georgia
$17.6M -$254K -5,590 -1%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$17.6M -$155M -3,421,353 -90%
WBG
68
Wharton Business Group
Pennsylvania
$17.5M – – –
BTS
69
BB&T Securities
Virginia
$17.5M -$1.82M -40,135 -9%
WB
70
Webster Bank
Connecticut
$17.5M -$5.48M -120,621 -24%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$17.2M +$2.31M +50,915 +15%
CIA
72
Choate Investment Advisors
Massachusetts
$16.9M -$1.53M -33,711 -8%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$16.3M -$17.9M -395,553 -52%
LPT
74
Legacy Private Trust
Wisconsin
$15.5M -$1.24M -27,196 -7%
BC
75
Brinker Capital
Pennsylvania
$15M +$3.22M +70,800 +27%
1 2
3
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