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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 %
PAG
76
Private Advisor Group
New Jersey
$6.89M 164,656 +113,371 +221%
SWP
77
Stratos Wealth Partners
Ohio
$6.62M 158,385 -1,627 -1%
IFWM
78
Institute for Wealth Management
Colorado
$6.48M 155,017 +50,859 +49%
CCS
79
Crosspoint Capital Strategies
California
$6.35M 156,739 +156,739 New
MLIC
80
Mandatum Life Insurance Company
Finland
$6.12M 146,313 +146,313 New
TCM
81
Tuttle Capital Management
Connecticut
$6M 143,399 +143,399 New
Bank of New York Mellon
82
Bank of New York Mellon
New York
$5.14M 123,014 +994 +0.8%
MIH
83
Madison Investment Holdings
Wisconsin
$4.99M 119,400 +119,400 New
HPBT
84
High Point Bank & Trust
North Carolina
$4.96M 118,466 -149,434 -56%
William Blair & Company
85
William Blair & Company
Illinois
$4.87M 116,347 +108,767 +1,435%
UB
86
UMB Bank
Missouri
$4.85M 115,854 +115,854 New
TWA
87
Tillar-Wenstrup Advisors
Ohio
$4.84M 115,620 +13,111 +13%
GI
88
Glovista Investments
New Jersey
$4.77M 114,030 +15,350 +16%
SPC
89
Sigma Planning Corp
Michigan
$4.76M 113,801 -541 -0.5%
Citigroup
90
Citigroup
New York
$4.65M 111,204 +2,447 +2%
SG Americas Securities
91
SG Americas Securities
New York
$4.62M 110,520 -23,764 -18%
NPC
92
National Planning Corporation
California
$4.43M 109,471 +109,471 New
DMC
93
Drexel Morgan & Co
Pennsylvania
$4.34M 103,867 -555 -0.5%
3AM
94
3D Asset Management
Connecticut
$4.19M 100,193 -6,085 -6%
HP
95
HT Partners
Connecticut
$4.14M 100,855 +85,038 +538%
Comerica Bank
96
Comerica Bank
Texas
$3.86M 95,928 +95,928 New
M&T Bank
97
M&T Bank
New York
$3.86M 92,276 +68,250 +284%
CWA
98
Cypress Wealth Advisors
California
$3.79M 90,718 +2,436 +3%
BII
99
Bainco International Investors
Massachusetts
$3.67M 87,780 -445 -0.5%
DIP
100
DT Investment Partners
Pennsylvania
$3.45M 82,464 -2,704 -3%
2 3
4
5 6