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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$3.1M 68,438 +20,681 +43%
NFG
152
Next Financial Group
Texas
$3.09M 68,422 +194 +0.3%
EAMA
153
EFG Asset Management (Americas)
Florida
$3.08M 67,652 -461,281 -87%
FF
154
Friedenthal Financial
New Jersey
$3.06M 67,570 +21,789 +48%
RIA
155
Regal Investment Advisors
Michigan
$3.04M 67,229 -131,763 -66%
FTIOP
156
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.02M 66,730 -19,135 -22%
AEPG
157
American Economic Planning Group
New Jersey
$2.98M 65,945 +4,578 +7%
FA
158
FDx Advisors
Illinois
$2.96M 65,370 -1,715,385 -96%
IWA
159
IBEX Wealth Advisors
New Jersey
$2.88M 63,095 +20,131 +47%
BT
160
Beacon Trust
New Jersey
$2.88M 63,568 -32,958 -34%
SFG
161
StrategIQ Financial Group
Indiana
$2.85M 63,072 -633 -1%
SB
162
Suntrust Banks
Georgia
$2.84M 62,745 +29,355 +88%
SHIM
163
Stone House Investment Management
Pennsylvania
$2.76M 61,088 +61,088 New
AL
164
Aspiriant LLC
California
$2.71M 59,971 -71 -0.1%
Goldman Sachs
165
Goldman Sachs
New York
$2.66M 58,717 -268,445 -82%
LIA
166
LS Investment Advisors
Michigan
$2.62M 57,825 -6,275 -10%
CA
167
Clearstead Advisors
Ohio
$2.39M 52,805 +52,805 New
TWA
168
Tillar-Wenstrup Advisors
Ohio
$2.38M 52,539 -11,299 -18%
EFS
169
Essex Financial Services
Connecticut
$2.34M 51,762 -17,620 -25%
JFG
170
JMG Financial Group
Illinois
$2.16M 47,697 – –
WP
171
WealthSource Partners
California
$2.15M 47,584 +431 +0.9%
RBC
172
Ronald Blue & Co
Georgia
$2.07M 45,826 +11,552 +34%
3AM
173
3D Asset Management
Connecticut
$2M 44,175 -379 -0.9%
BCMO
174
Buckingham Capital Management (Ohio)
Ohio
$1.95M 43,047 +867 +2%
WEC
175
Winslow Evans & Crocker
Massachusetts
$1.75M 38,802 -9,574 -20%
5 6
7
8 9