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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 %
CS
126
Credit Suisse
Switzerland
$1.22M 29,077 +6,383 +28%
ICOA
127
Investment Centers of America
North Dakota
$1.21M 28,975 -4,704 -14%
C
128
CFO4Life
Texas
$1.21M 28,860 +28,860 New
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.18M 28,283 +1,420 +5%
PRCM
130
Pine River Capital Management
Minnesota
$1.05M 25,055 – –
FI
131
FormulaFolio Investments
Michigan
$1.03M 24,673 +15,968 +183%
MIAN
132
Mariner Independent Advisor Network
Kansas
$999K 23,878 +7,835 +49%
AEPG
133
American Economic Planning Group
New Jersey
$933K 22,299 +108 +0.5%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$909K 21,730 -60,194 -73%
FAAS
135
First Allied Advisory Services
California
$887K 20,800 +8,775 +73%
BA
136
Boston Advisors
Massachusetts
$882K 21,088 -3,686 -15%
AIA
137
AIMZ Investment Advisors
California
$836K 20,000 -5,000 -20%
AWMS
138
Advocacy Wealth Management Services
Georgia
$800K 19,124 +19,124 New
ASN
139
Advisory Services Network
Georgia
$732K 17,503 -74,188 -81%
CC
140
Courier Capital
New York
$728K 17,418 +325 +2%
HF
141
Hoxton Financial
West Virginia
$717K 17,138 +307 +2%
BRF
142
B. Riley Financial
California
$707K 16,917 +16,917 New
SS
143
Simplicity Solutions
Minnesota
$676K 16,163 +568 +4%
AWA
144
Arete Wealth Advisors
Illinois
$655K 15,670 +15,670 New
Millennium Management
145
Millennium Management
New York
$651K 15,562 +15,562 New
VAM
146
Visionary Asset Management
Texas
$622K 14,879 -309 -2%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$601K 14,380 – –
HWP
148
Hefty Wealth Partners
Indiana
$593K 14,194 +14,194 New
PFS
149
Prospera Financial Services
Texas
$586K 14,018 +5,237 +60%
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$580K 13,870 +4,493 +48%
4 5
6
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