USMV icon

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 %
Goldman Sachs
76
Goldman Sachs
New York
$14.9M +$13.8M +304,066 +1,317%
SFA
77
Stewardship Financial Advisors
Georgia
$14.6M -$1.15M -25,412 -7%
BlackRock
78
BlackRock
New York
$14.2M +$7.36M +161,906 +108%
SGAM
79
Steinberg Global Asset Management
Florida
$13.9M -$379K -8,334 -3%
CAL
80
Capital Advisors Ltd
Ohio
$13.7M +$745K +16,402 +6%
MP
81
Manifold Partners
California
$13.4M -$12.1M -266,156 -47%
Lido Advisors
82
Lido Advisors
California
$13.3M +$45.4K +999 +0.3%
SPC
83
Sigma Planning Corp
Michigan
$12.3M +$2.74M +60,336 +29%
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$12M -$5.51M -121,326 -31%
TA
85
TMD & Associates
Arizona
$11.7M +$452K +9,955 +4%
RWG
86
Regal Wealth Group
California
$11.6M +$236K +5,188 +2%
FDCC
87
Foster Dykema Cabot & Co
Massachusetts
$11.4M +$72K +1,585 +0.6%
HPBT
88
High Point Bank & Trust
North Carolina
$10.5M +$605K +13,312 +6%
UB
89
UMB Bank
Missouri
$9.55M -$2.14M -47,192 -18%
MLIC
90
Mandatum Life Insurance Company
Finland
$9.52M +$586K +12,910 +7%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$9.41M -$5.65M -124,391 -38%
M&T Bank
92
M&T Bank
New York
$9.32M -$1.33M -29,214 -12%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$9.27M +$3.97M +87,300 +75%
BGIM
94
Boussard & Gavaudan Investment Management
United Kingdom
$9.19M +$9.19M +202,085 New
RIA
95
Regal Investment Advisors
Michigan
$9.04M -$152K -3,348 -2%
CB
96
Community Bank
New York
$9.04M -$2.45M -54,025 -21%
Jane Street
97
Jane Street
New York
$8.92M +$8.92M +196,363 New
PIM
98
Parker Investment Management
California
$8.6M -$11.8M -259,421 -58%
AWMS
99
Advocacy Wealth Management Services
Georgia
$8.53M +$2.91M +64,009 +52%
NAM
100
North American Management
Massachusetts
$8.18M -$340K -7,483 -4%
2 3
4
5 6