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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 %
ICOA
101
Investment Centers of America
North Dakota
$1.33M 33,679 +3,637 +12%
BC
102
Brinker Capital
Pennsylvania
$1.33M 33,484 +33,484 New
FT
103
Fiduciary Trust
Massachusetts
$1.33M 33,525 +1,425 +4%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$1.32M 33,458 +2,997 +10%
LI
105
LVZ Inc
Michigan
$1.25M 3,160 -41,184 -93%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$1.23M 31,080 +9,518 +44%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.06M 26,863 +26,863 New
PRCM
108
Pine River Capital Management
Minnesota
$992K 25,055 -2,783 -10%
AIA
109
AIMZ Investment Advisors
California
$990K 25,000 -7,900 -24%
BA
110
Boston Advisors
Massachusetts
$981K 24,774 -5,189 -17%
M&T Bank
111
M&T Bank
New York
$951K 24,026 +2,403 +11%
ACM
112
Argentus Capital Management
Texas
$906K 22,889 +12,101 +112%
CS
113
Credit Suisse
Switzerland
$898K 22,694 +22,694 New
CCG
114
Cypress Capital Group
Florida
$890K 22,487 +8,080 +56%
AWS
115
Aris Wealth Services
Pennsylvania
$879K 22,196 +3,175 +17%
AEPG
116
American Economic Planning Group
New Jersey
$879K 22,191 +7,459 +51%
RFC
117
Regions Financial Corp
Alabama
$836K 21,128 – –
CC
118
Courier Capital
New York
$677K 17,093 +6,085 +55%
HF
119
Hoxton Financial
West Virginia
$666K 16,831 -2,859 -15%
Goldman Sachs
120
Goldman Sachs
New York
$662K 16,717 +16,717 New
MIAN
121
Mariner Independent Advisor Network
Kansas
$635K 16,043 +2,829 +21%
HP
122
HT Partners
Connecticut
$624K 15,817 -124,969 -89%
SS
123
Simplicity Solutions
Minnesota
$617K 15,595 +7,310 +88%
VAM
124
Visionary Asset Management
Texas
$601K 15,188 +5,591 +58%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$569K 14,380 +14,380 New
3 4
5
6 7