USMV icon

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 %
DMC
76
Drexel Morgan & Co
Pennsylvania
$4.13M 104,422 -6,779 -6%
IFWM
77
Institute for Wealth Management
Colorado
$4.12M 104,158 +1,920 +2%
TWA
78
Tillar-Wenstrup Advisors
Ohio
$4.06M 102,509 +67,350 +192%
GI
79
Glovista Investments
New Jersey
$3.91M 98,680 +100 +0.1%
ASN
80
Advisory Services Network
Georgia
$3.63M 91,691 -28,193 -24%
CWA
81
Cypress Wealth Advisors
California
$3.5M 88,282 -1,082 -1%
BII
82
Bainco International Investors
Massachusetts
$3.49M 88,225 +1,299 +1%
DIP
83
DT Investment Partners
Pennsylvania
$3.37M 85,168 -6,221 -7%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$3.24M 81,924 +64,465 +369%
BlackRock
85
BlackRock
New York
$2.97M 74,935 – –
BRWA
86
B. Riley Wealth Advisors
Florida
$2.69M 67,857 +1,504 +2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.64M 66,545 +4,609 +7%
KA
88
Klingman & Associates
New York
$2.44M 61,661 +30,000 +95%
GT
89
Glenmede Trust
Pennsylvania
$2.25M 56,798 -954 -2%
AF
90
Allworth Financial
California
$2.22M 55,968 +14,121 +34%
VC
91
Vicus Capital
Pennsylvania
$2.13M 53,759 +3,568 +7%
PAG
92
Private Advisor Group
New Jersey
$2.03M 51,285 +16,266 +46%
PAS
93
Partnervest Advisory Services
California
$1.82M 46,066 +13,199 +40%
Stifel Financial
94
Stifel Financial
Missouri
$1.68M 42,539 -13,782 -24%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.67M 42,062 -3,502 -8%
AL
96
Aspiriant LLC
California
$1.63M 40,635 +13,545 +50%
JFG
97
JMG Financial Group
Illinois
$1.61M 40,568 -27,005 -40%
CWM
98
Concert Wealth Management
California
$1.57M 39,693 +23,237 +141%
PAS
99
Park Avenue Securities
New York
$1.44M 36,361 +16,828 +86%
Lazard Asset Management
100
Lazard Asset Management
New York
$1.43M 36,200 -345 -0.9%
2 3
4
5 6