USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

290 hedge funds and large institutions have $7.99B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.75%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.87%
New
36
Increased
161
Reduced
71
Closed
16
Calls
$5.54M
Puts
$2.23M
Net Calls
+$3.31M
Net Calls Change
+$1.86M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.26B
2
NLI
2
Nippon Life Insurance
Japan
$248M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M
4
Morgan Stanley
4
Morgan Stanley
New York
$558M
5
Citigroup
5
Citigroup
New York
$107M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.06M
2
QI
2
QS Investors
New York
$34.6M
3
AIG
3
American International Group
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$50.9M
5
LI
5
LVZ Inc
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
151
Brown Advisory
Maryland
$3M +$3M +65,008 New
SFG
152
StrategIQ Financial Group
Indiana
$2.98M +$2.98M +64,404 New
TCM
153
Tuttle Capital Management
Connecticut
$2.81M -$164K -3,502 -6%
FFA
154
Fragasso Financial Advisors
Pennsylvania
$2.79M +$358K +7,759 +15%
NFG
155
Next Financial Group
Texas
$2.77M +$73.2K +1,585 +3%
BCM
156
Brookstone Capital Management
Illinois
$2.58M +$911K +19,720 +54%
AEPG
157
American Economic Planning Group
New Jersey
$2.44M +$567K +12,270 +30%
WEC
158
Winslow Evans & Crocker
Massachusetts
$2.27M +$201K +4,347 +10%
CCG
159
Cypress Capital Group
Florida
$2.24M +$302K +6,535 +16%
JFG
160
JMG Financial Group
Illinois
$2.18M +$112K +2,415 +5%
WP
161
WealthSource Partners
California
$2.18M +$267K +5,786 +14%
HighTower Advisors
162
HighTower Advisors
Illinois
$1.99M +$19.2K +417 +1%
BCMO
163
Buckingham Capital Management (Ohio)
Ohio
$1.89M -$13.3K -288 -0.7%
PFG
164
Pacific Financial Group
Washington
$1.87M +$1.87M +40,398 New
PTC
165
Private Trust Company
Ohio
$1.85M -$71.2K -1,541 -4%
EFS
166
Essex Financial Services
Connecticut
$1.85M +$1.32M +28,609 +250%
ASN
167
Advisory Services Network
Georgia
$1.82M -$502K -10,867 -22%
RCM
168
Rain Capital Management
Oregon
$1.79M +$1.79M +38,710 New
IPC
169
Independent Portfolio Consultants
Florida
$1.78M -$95K -2,055 -5%
FF
170
Friedenthal Financial
New Jersey
$1.77M +$1.15M +24,821 +184%
WT
171
Whittier Trust
California
$1.7M +$1.7M +36,787 New
PVH
172
Psagot Value Holdings
Israel
$1.6M +$1.6M +34,665 New
MC
173
Moors & Cabot
Massachusetts
$1.58M +$794K +17,187 +101%
Bank of Nova Scotia
174
Bank of Nova Scotia
Ontario, Canada
$1.58M +$488K +10,565 +45%
FT
175
Fiduciary Trust
Massachusetts
$1.53M -$8.87K -192 -0.6%
5 6
7
8 9