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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
Bank of America
North Carolina
$1.38B
2
Mariner
Mariner
Kansas
$153M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M
5
BIM
BlackRock Investment Management
Delaware
$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$17.6M
2
Morgan Stanley
Morgan Stanley
New York
$481M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Wells Fargo
Wells Fargo
California
$505M
5
Ameriprise
Ameriprise
Minnesota
$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$5.13M +$396K +8,728 +8%
FSA
127
Financial Sense Advisors
California
$5M -$1.16M -25,621 -19%
DMC
128
Drexel Morgan & Co
Pennsylvania
$4.92M +$143K +3,140 +3%
BII
129
Bainco International Investors
Massachusetts
$4.92M +$644K +14,184 +15%
GI
130
Glovista Investments
New Jersey
$4.8M +$63.6K +1,400 +1%
BCM
131
Brookstone Capital Management
Illinois
$4.74M +$2.2M +48,420 +87%
FHC
132
First Heartland Consultants
Missouri
$4.73M +$416K +9,150 +10%
KA
133
Klingman & Associates
New York
$4.58M +$389K +8,572 +9%
HFS
134
HL Financial Services
Kentucky
$4.54M +$400K +8,816 +10%
BT
135
Beacon Trust
New Jersey
$4.39M -$48.6K -1,069 -1%
SMC
136
Smith, Moore & Co
Missouri
$4.32M -$687K -15,111 -14%
HWP
137
Hefty Wealth Partners
Indiana
$4.3M +$19.8K +435 +0.5%
CWA
138
Cypress Wealth Advisors
California
$4.16M +$204K +4,494 +5%
CWM
139
Concert Wealth Management
California
$3.95M +$3.95M +87,177 New
PA
140
Pinnacle Associates
New York
$3.91M +$32K +705 +0.8%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.9M +$624K +13,734 +19%
Citadel Advisors
142
Citadel Advisors
Florida
$3.9M +$3.9M +85,778 New
HF
143
HRT Financial
New York
$3.81M +$3.41M +74,970 +835%
RA
144
RFG Advisory
Alabama
$3.81M -$2.43M -54,315 -39%
DIP
145
DT Investment Partners
Pennsylvania
$3.78M -$56.3K -1,240 -1%
MYLI
146
Meiji Yasuda Life Insurance
Japan
$3.73M +$3.73M +82,196 New
FAAS
147
First Allied Advisory Services
California
$3.72M +$544K +11,967 +17%
BRWA
148
B. Riley Wealth Advisors
Florida
$3.54M +$180K +3,967 +5%
WI
149
Wintrust Investments
Illinois
$3.51M +$3.51M +77,228 New
KA
150
Kovack Advisors
Florida
$3.21M +$3.21M +70,611 New
4 5
6
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