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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 %
IA
101
IFP Advisors
Florida
$8.17M +$1.85M +40,662 +29%
SFM
102
Signature Financial Management
Virginia
$7.97M +$7.97M +175,500 New
CWM
103
Cornerstone Wealth Management
Missouri
$7.91M +$7.91M +177,101 New
BOH
104
Bank of Hawaii
Hawaii
$7.62M +$7.62M +167,664 New
PAS
105
Park Avenue Securities
New York
$7.59M +$1.32M +29,243 +21%
EWM
106
Elite Wealth Management
Washington
$7.54M -$1.39M -30,678 -16%
WSTAM
107
Wilbanks Smith & Thomas Asset Management
Virginia
$7.47M -$541K -11,912 -7%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$7.17M +$621K +13,661 +9%
FI
109
FormulaFolio Investments
Michigan
$7.08M +$2.04M +44,906 +41%
SCA
110
Snowden Capital Advisors
New York
$7.07M +$3.26M +71,753 +85%
CAG
111
Crestwood Advisors Group
Massachusetts
$7.07M +$397K +8,729 +6%
NPC
112
National Planning Corporation
California
$7.05M +$67.5K +1,527 +1%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$7.03M +$3.35M +73,805 +91%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$7.01M +$1.18M +26,015 +20%
PAMG
115
Patton Albertson Miller Group
Tennessee
$6.94M +$2.86M +62,849 +70%
SAM
116
Stringer Asset Management
Tennessee
$6.87M -$419K -9,228 -6%
C
117
CFO4Life
Texas
$6.77M +$281K +6,185 +4%
BMM
118
Berkshire Money Management
Massachusetts
$6.58M -$8.16M -179,678 -55%
OBWP
119
O'Brien Wealth Partners
Massachusetts
$6.36M +$1.7M +37,315 +36%
TPWA
120
TRUE Private Wealth Advisors
Oregon
$6.28M -$119K -2,667 -2%
LPL Financial
121
LPL Financial
California
$5.94M +$119K +2,660 +2%
MIAN
122
Mariner Independent Advisor Network
Kansas
$5.9M +$2.42M +53,241 +69%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$5.8M -$466K -10,262 -7%
BIT
124
BlackRock Institutional Trust
California
$5.53M – – –
PAS
125
Partnervest Advisory Services
California
$5.37M +$400K +8,813 +8%
3 4
5
6 7