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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

184 hedge funds and large institutions have $2.81B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
5.14%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.87%
New
29
Increased
89
Reduced
46
Closed
13
Calls
–
Puts
$555K
Net Calls
-$555K
Net Calls Change
-$196K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$315M
2
Wells Fargo
2
Wells Fargo
California
$198M
3
FWP
3
FAS Wealth Partners
Kansas
$42.3M
4
QI
4
QS Investors
New York
$35M
5
USAA
5
United Services Automobile Association
Texas
$68.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.2M
3
LI
3
LVZ Inc
Michigan
$1.25M
4
CG
4
Colony Group
Massachusetts
$4.43M
5
HP
5
HT Partners
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
APSP
151
Asset Planning Services (Pennsylvania)
Pennsylvania
$260K 6,558 +860 +15%
NFA
152
Nationwide Fund Advisors
Ohio
$249K 6,300 +680 +12%
PL
153
Parthenon LLC
Kentucky
$236K 5,954 +5,954 New
SAM
154
Shamrock Asset Management
Texas
$234K 5,911 +5,911 New
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$222K 5,600 – –
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K 5,578,085 +2,356,652 +73%
PJSIMP
157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$211K 5,325 -10,350 -66%
LNB
158
Ledyard National Bank
$190K 4,820 -1,300 -21%
MA
159
MUFG Americas
New York
$186K 4,700 – –
EWM
160
Evercore Wealth Management
New York
$136K 3,428 +3,428 New
1832 Asset Management
161
1832 Asset Management
Ontario, Canada
$131K 3,300 – –
QCG
162
Quadrant Capital Group
Ohio
$123K 3,151 +3,151 New
AIM
163
Advantage Investment Management
Iowa
$112K 2,826 -6,237 -69%
QAM
164
QCI Asset Management
New York
$109K 2,755 +2,755 New
DADC
165
D.A. Davidson & Co
Montana
$95K 2,406 -44 -2%
MGIA
166
Moneta Group Investment Advisors
Missouri
$80K 2,025 +2,025 New
BFEC
167
Benjamin F. Edwards & Company
Missouri
$75K 1,900 -1,000 -34%
FIG
168
Fusion Investment Group
Pennsylvania
$64K 1,609 -787 -33%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K 1,535 – –
GI
170
Gradient Investments
Minnesota
$56K 1,408 – –
Creative Planning
171
Creative Planning
Kansas
$48K 1,200 +1,200 New
AII
172
AGF Investments Inc
Ontario, Canada
$36K 901 +901 New
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$35K 883 -6,067 -87%
WA
174
WFG Advisors
Texas
$29K 720 -920 -56%
DLHL
175
Donald L. Hagan LLC
Florida
$26K 650 +650 New
4 5 6
7
8