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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.

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 %
LPT
76
Legacy Private Trust
Wisconsin
$17M -$3.44M -74,504 -17%
S
77
SignatureFD
Georgia
$16.2M +$2.07M +44,868 +15%
SFA
78
Stewardship Financial Advisors
Georgia
$16M -$307K -6,654 -2%
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$15.3M -$230K -4,979 -1%
REMPR
80
Roof Eidam Maycock Peralta (REMP)
California
$15.2M +$2.32M +50,200 +18%
BMM
81
Berkshire Money Management
Massachusetts
$15M +$15M +324,614 New
SGAM
82
Steinberg Global Asset Management
Florida
$14.5M +$2.68K +58 +0%
EAMA
83
EFG Asset Management (Americas)
Florida
$14.4M +$1.82M +39,357 +14%
Lido Advisors
84
Lido Advisors
California
$13.5M +$12.6M +271,630 +1,345%
CAL
85
Capital Advisors Ltd
Ohio
$13.2M +$690K +14,930 +6%
BC
86
Brinker Capital
Pennsylvania
$12M +$3.34M +72,199 +38%
UB
87
UMB Bank
Missouri
$11.9M +$4.25M +91,976 +56%
CB
88
Community Bank
New York
$11.7M +$8.09K +175 +0.1%
FDCC
89
Foster Dykema Cabot & Co
Massachusetts
$11.6M -$367K -7,933 -3%
RWG
90
Regal Wealth Group
California
$11.5M -$568K -12,299 -5%
TA
91
TMD & Associates
Arizona
$11.5M +$418K +9,055 +4%
M&T Bank
92
M&T Bank
New York
$10.8M +$2.27M +49,032 +26%
HPBT
93
High Point Bank & Trust
North Carolina
$10M -$1.29M -27,971 -11%
SPC
94
Sigma Planning Corp
Michigan
$9.73M +$1.57M +34,067 +19%
RIA
95
Regal Investment Advisors
Michigan
$9.35M +$181K +3,914 +2%
FFBTD
96
First Financial Bank - Trust Division
Ohio
$9.21M -$7.48M -161,933 -45%
MLIC
97
Mandatum Life Insurance Company
Finland
$9.09M +$1.18M +25,507 +15%
EWM
98
Elite Wealth Management
Washington
$9.09M +$9.09M +196,620 New
NAM
99
North American Management
Massachusetts
$8.66M -$923K -19,977 -10%
WSTAM
100
Wilbanks Smith & Thomas Asset Management
Virginia
$8.15M -$108K -2,344 -1%
2 3
4
5 6