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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 %
PAMG
101
Patton Albertson Miller Group
Tennessee
$7.31M 161,729 +9,083 +6%
CAG
102
Crestwood Advisors Group
Massachusetts
$7.23M 159,980 +4,447 +3%
SCA
103
Snowden Capital Advisors
New York
$7.21M 159,452 +3,755 +2%
FMWA
104
Forvis Mazars Wealth Advisors
Missouri
$7.16M 158,353 -48,819 -24%
William Blair & Company
105
William Blair & Company
Illinois
$7.04M 155,585 -691,821 -82%
AIP
106
Ahrens Investment Partners
Louisiana
$6.98M 154,341 +154,341 New
WB
107
Webster Bank
Connecticut
$6.75M 149,295 -235,062 -61%
FTUS
108
Flow Traders U.S.
New York
$6.71M 148,314 +140,241 +1,737%
TA
109
TMD & Associates
Arizona
$6.64M 146,905 -111,710 -43%
WDL
110
Well Done LLC
Michigan
$6.56M 145,087 -503,766 -78%
BCM
111
Brookstone Capital Management
Illinois
$6.32M 139,723 +35,375 +34%
OBWP
112
O'Brien Wealth Partners
Massachusetts
$6.16M 136,297 -3,786 -3%
LPL Financial
113
LPL Financial
California
$5.98M 131,972 -978 -0.7%
FSA
114
Financial Sense Advisors
California
$5.86M 129,628 +19,561 +18%
PAS
115
Partnervest Advisory Services
California
$5.82M 128,702 +10,505 +9%
HighTower Advisors
116
HighTower Advisors
Illinois
$5.81M 128,484 +77,221 +151%
CWM
117
Cornerstone Wealth Management
Missouri
$5.8M 127,937 -49,164 -28%
BIT
118
BlackRock Institutional Trust
California
$5.5M 121,661 – –
HWP
119
Hefty Wealth Partners
Indiana
$5.38M 118,906 +24,339 +26%
HPBT
120
High Point Bank & Trust
North Carolina
$5.08M 112,371 -118,229 -51%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$5.07M 112,059 -15,693 -12%
BII
122
Bainco International Investors
Massachusetts
$5.04M 111,369 +3,157 +3%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$4.88M 107,951 +107,951 New
FHC
124
First Heartland Consultants
Missouri
$4.82M 106,630 +2,497 +2%
AWM
125
AE Wealth Management
Kansas
$4.82M 106,618 +106,618 New
3 4
5
6 7