USMV icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
SAM
101
Stringer Asset Management
Tennessee
$7.41M -$1.28M -27,640 -15%
NPC
102
National Planning Corporation
California
$7.38M +$1.29M +27,688 +21%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$7.28M -$774K -16,755 -10%
BlackRock
104
BlackRock
New York
$6.94M +$4.24M +91,701 +157%
CAG
105
Crestwood Advisors Group
Massachusetts
$6.78M +$452K +9,781 +7%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$6.66M +$994K +21,517 +18%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$6.65M -$2.31M -49,938 -26%
C
108
CFO4Life
Texas
$6.6M +$363K +7,851 +6%
RA
109
RFG Advisory
Alabama
$6.45M -$230K -4,987 -3%
PAS
110
Park Avenue Securities
New York
$6.44M +$1.11M +23,974 +21%
IA
111
IFP Advisors
Florida
$6.43M +$5.23M +113,152 +436%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$6.42M +$1.25M +26,890 +24%
FSA
113
Financial Sense Advisors
California
$6.27M +$4.77M +103,238 +318%
LPL Financial
114
LPL Financial
California
$6.06M -$433M -9,312,296 -99%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$5.93M +$3.49M +75,424 +143%
AWMS
116
Advocacy Wealth Management Services
Georgia
$5.71M +$3.12M +67,452 +120%
BIT
117
BlackRock Institutional Trust
California
$5.62M -$8.26M -178,721 -59%
VFS
118
VSR Financial Services
Kansas
$5.44M +$144K +3,119 +3%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$5.39M +$3.73M +80,668 +224%
FI
120
FormulaFolio Investments
Michigan
$5.12M +$1.98M +42,930 +63%
SMC
121
Smith, Moore & Co
Missouri
$5.09M +$1.22M +26,420 +32%
PAS
122
Partnervest Advisory Services
California
$5.06M +$1.87M +40,555 +59%
DMC
123
Drexel Morgan & Co
Pennsylvania
$4.86M +$281K +6,075 +6%
GWM
124
Geneos Wealth Management
Colorado
$4.83M +$1.95M +42,157 +68%
GI
125
Glovista Investments
New Jersey
$4.82M -$18.5K -400 -0.4%
3 4
5
6 7