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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

327 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 149 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
8.19%
Holding in Top 10
65
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.96%
% of All Funds
1.63%
New
55
Increased
91
Reduced
149
Closed
35
Calls
$10.2M
Puts
$7.21M
Net Calls
+$2.95M
Net Calls Change
-$495K

Top Buyers

1
Citigroup
1
Citigroup
New York
$241M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$65M
3
BS
3
Banco Santander
Spain
$30.4M
4
CPO
4
Cerity Partners OCIO
New York
$30.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.9M
4
Wells Fargo
4
Wells Fargo
California
$336M
5
Morgan Stanley
5
Morgan Stanley
New York
$384M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
76
AJ Wealth Strategies
New York
$13.3M 294,708 +294,708 New
PCFFS
77
Pacific Center for Financial Services
California
$12.6M 278,125 +278,125 New
LPT
78
Legacy Private Trust
Wisconsin
$12.6M 277,881 -63,226 -19%
MWM
79
Mascoma Wealth Management
New Hampshire
$12.4M 274,604 +274,604 New
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$12.3M 271,938 +7,678 +3%
BCI
81
Brinker Capital Investments
Pennsylvania
$11.9M 262,687 -287,276 -52%
BC
82
Brinker Capital
Pennsylvania
$11.1M 245,862 -85,276 -26%
SPC
83
Sigma Planning Corp
Michigan
$11.1M 245,091 -25,818 -10%
UB
84
UMB Bank
Missouri
$10.9M 242,097 +31,900 +15%
LFPWM
85
Leicht Financial Planning & Wealth Management
New Jersey
$10.8M 236,157 +236,157 New
PAS
86
Park Avenue Securities
New York
$10.1M 222,245 +53,946 +32%
SG Americas Securities
87
SG Americas Securities
New York
$9.89M 218,659 +151,987 +228%
AWMS
88
Advocacy Wealth Management Services
Georgia
$9.75M 215,554 +27,892 +15%
RWG
89
Regal Wealth Group
California
$9.5M 210,141 -44,142 -17%
NPC
90
National Planning Corporation
California
$9.38M 205,019 +45,609 +29%
M&T Bank
91
M&T Bank
New York
$9.11M 201,343 -3,797 -2%
CB
92
Community Bank
New York
$8.99M 198,765 -105 -0.1%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$8.87M 196,177 +41,904 +27%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$8.86M 195,947 -7,983 -4%
MLIC
95
Mandatum Life Insurance Company
Finland
$8.69M 192,140 -17,420 -8%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$8.44M 186,694 +31,923 +21%
IA
97
IFP Advisors
Florida
$8.37M 184,997 +5,237 +3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$7.79M 172,247 +14,387 +9%
NAM
99
North American Management
Massachusetts
$7.57M 167,305 -12,656 -7%
BOH
100
Bank of Hawaii
Hawaii
$7.45M 164,654 -3,010 -2%
2 3
4
5 6