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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 %
VC
101
Vicus Capital
Pennsylvania
$3.43M 82,024 +28,265 +53%
HFS
102
HL Financial Services
Kentucky
$3.42M 81,775 +81,775 New
CG
103
Colony Group
Massachusetts
$3.36M 80,214 -31,616 -28%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$3.3M 78,928 +12,383 +19%
PAS
105
Park Avenue Securities
New York
$3.18M 76,033 +39,672 +109%
BlackRock
106
BlackRock
New York
$3.12M 74,482 -453 -0.6%
BRWA
107
B. Riley Wealth Advisors
Florida
$3.06M 73,202 +5,345 +8%
KA
108
Klingman & Associates
New York
$2.91M 69,518 +7,857 +13%
BC
109
Brinker Capital
Pennsylvania
$2.88M 68,884 +35,400 +106%
GT
110
Glenmede Trust
Pennsylvania
$2.87M 68,540 +11,742 +21%
RA
111
RFG Advisory
Alabama
$2.51M 59,984 +59,984 New
PAS
112
Partnervest Advisory Services
California
$2.3M 54,967 +8,901 +19%
JFG
113
JMG Financial Group
Illinois
$2.15M 51,297 +10,729 +26%
CWM
114
Concert Wealth Management
California
$2.11M 50,503 +10,810 +27%
OBWP
115
O'Brien Wealth Partners
Massachusetts
$2.02M 48,250 +48,250 New
AT
116
Acadia Trust
Maine
$1.94M 46,278 +46,278 New
CFG
117
CKW Financial Group
Hawaii
$1.91M 45,701 +45,701 New
HighTower Advisors
118
HighTower Advisors
Illinois
$1.8M 43,036 +974 +2%
IA
119
IFP Advisors
Florida
$1.55M 37,038 +37,038 New
CCG
120
Cypress Capital Group
Florida
$1.51M 36,180 +13,693 +61%
FFA
121
Fragasso Financial Advisors
Pennsylvania
$1.44M 34,423 +3,343 +11%
FT
122
Fiduciary Trust
Massachusetts
$1.34M 32,100 -1,425 -4%
FSA
123
Financial Sense Advisors
California
$1.3M 31,173 +31,173 New
WDL
124
Well Done LLC
Michigan
$1.26M 30,042 +30,042 New
AL
125
Aspiriant LLC
California
$1.25M 29,794 -10,841 -27%
3 4
5
6 7