USMV icon

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 %
TRCT
151
Tower Research Capital (TRC)
New York
$3.18M -$569K -12,533 -15%
EFS
152
Essex Financial Services
Connecticut
$3.15M +$1.33M +29,340 +73%
Brown Advisory
153
Brown Advisory
Maryland
$3.1M +$150K +3,311 +5%
NFG
154
Next Financial Group
Texas
$3.1M +$378K +8,325 +14%
FFA
155
Fragasso Financial Advisors
Pennsylvania
$3.04M +$302K +6,653 +11%
SG Americas Securities
156
SG Americas Securities
New York
$3.03M +$3.03M +66,672 New
HS
157
Huntington Steele
Pennsylvania
$3.03M +$3.03M +66,593 New
TCM
158
Tuttle Capital Management
Connecticut
$3.02M +$297K +6,529 +11%
LIA
159
LS Investment Advisors
Michigan
$2.91M -$152K -3,350 -5%
TWA
160
Tillar-Wenstrup Advisors
Ohio
$2.9M -$700K -15,416 -19%
SFG
161
StrategIQ Financial Group
Indiana
$2.89M -$31.8K -699 -1%
AEPG
162
American Economic Planning Group
New Jersey
$2.79M +$385K +8,468 +16%
AL
163
Aspiriant LLC
California
$2.73M -$340K -7,482 -11%
VC
164
Vicus Capital
Pennsylvania
$2.62M -$1.49M -32,783 -36%
ASN
165
Advisory Services Network
Georgia
$2.49M +$695K +15,295 +39%
HighTower Advisors
166
HighTower Advisors
Illinois
$2.33M +$374K +8,237 +19%
WEC
167
Winslow Evans & Crocker
Massachusetts
$2.2M -$29.8K -656 -1%
CAL
168
Capital Analysts LLC
Pennsylvania
$2.17M +$1.67M +36,721 +333%
JFG
169
JMG Financial Group
Illinois
$2.17M +$20K +440 +0.9%
WP
170
WealthSource Partners
California
$2.14M -$3.77K -83 -0.2%
FF
171
Friedenthal Financial
New Jersey
$2.08M +$340K +7,490 +20%
CCG
172
Cypress Capital Group
Florida
$2.07M -$131K -2,880 -6%
3AM
173
3D Asset Management
Connecticut
$2.02M -$1.1M -24,302 -35%
RCM
174
Rain Capital Management
Oregon
$1.98M +$226K +4,968 +13%
IWA
175
IBEX Wealth Advisors
New Jersey
$1.95M +$1.95M +42,964 New
5 6
7
8 9