USMV icon

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 %
FAAS
126
First Allied Advisory Services
California
$4.74M 104,891 +22,962 +28%
SS
127
Simplicity Solutions
Minnesota
$4.65M 102,805 +64,700 +170%
KA
128
Klingman & Associates
New York
$4.45M 98,500 -2,385 -2%
SMC
129
Smith, Moore & Co
Missouri
$4.35M 96,277 +1,234 +1%
GI
130
Glovista Investments
New Jersey
$4.34M 96,067 -9,613 -9%
LNC
131
Lincoln National Corp
Pennsylvania
$4.2M 92,883 +63,586 +217%
C
132
CFO4Life
Texas
$4.19M 92,638 -56,341 -38%
CWA
133
Cypress Wealth Advisors
California
$4.17M 92,183 +660 +0.7%
WI
134
Wintrust Investments
Illinois
$4.07M 89,895 +12,667 +16%
Citadel Advisors
135
Citadel Advisors
Florida
$3.86M 85,349 -429 -0.5%
FI
136
FormulaFolio Investments
Michigan
$3.85M 85,159 -70,610 -45%
FFA
137
Fragasso Financial Advisors
Pennsylvania
$3.85M 85,059 +18,083 +27%
SPIA
138
Steward Partners Investment Advisory
New York
$3.84M 84,842 +84,842 New
RA
139
RFG Advisory
Alabama
$3.81M 85,188 – –
DIP
140
DT Investment Partners
Pennsylvania
$3.8M 84,017 +929 +1%
BRWA
141
B. Riley Wealth Advisors
Florida
$3.78M 83,571 +5,655 +7%
Millennium Management
142
Millennium Management
New York
$3.77M 83,441 +83,441 New
V
143
Veritable
Delaware
$3.75M 83,015 +83,015 New
HFS
144
HL Financial Services
Kentucky
$3.65M 80,710 -19,274 -19%
PA
145
Pinnacle Associates
New York
$3.6M 79,670 -6,290 -7%
PP
146
PagnatoKarp Partners
Virginia
$3.57M 78,962 +78,962 New
DMC
147
Drexel Morgan & Co
Pennsylvania
$3.53M 77,977 -30,375 -28%
FHA
148
Flagship Harbor Advisors
Massachusetts
$3.51M 76,785 +76,785 New
HS
149
Huntington Steele
Pennsylvania
$3.48M 76,929 +10,336 +16%
HF
150
HRT Financial
New York
$3.28M 72,462 -11,490 -14%
4 5
6
7 8