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

Top Sellers

1
LPL Financial
LPL Financial
California
$6.06M
2
QI
QS Investors
New York
$34.6M
3
AIG
American International Group
New York
$0
4
USAA
United Services Automobile Association
Texas
$50.9M
5
LI
LVZ Inc
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
Simplicity Solutions
Minnesota
$1.48M +$242K +5,229 +20%
ICOA
177
Investment Centers of America
North Dakota
$1.46M +$2.4K +52 +0.2%
SAM
178
Shamrock Asset Management
Texas
$1.39M +$980K +21,211 +240%
BA
179
BKS Advisors
Michigan
$1.39M +$1.39M +30,000 New
CAM
180
Concorde Asset Management
Michigan
$1.34M +$291K +6,306 +28%
CCM
181
Coldstream Capital Management
Washington
$1.33M +$164K +3,556 +14%
FCT
182
Family Capital Trust
Massachusetts
$1.31M -$20K -433 -2%
SB
183
Suntrust Banks
Georgia
$1.25M +$372K +8,049 +43%
FMP
184
Financial Management Professionals
Texas
$1.21M -$142K -3,073 -10%
VWA
185
V Wealth Advisors
Kansas
$1.21M -$445K -9,635 -27%
CC
186
Courier Capital
New York
$1.21M +$117K +2,537 +11%
PWMAG
187
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$532K +11,510 +88%
AAM
188
Aureus Asset Management
Massachusetts
$1.11M +$9.7K +210 +0.9%
Goldman Sachs
189
Goldman Sachs
New York
$1.07M -$1.43M -30,987 -57%
BRF
190
B. Riley Financial
California
$946K +$51.5K +1,115 +6%
RBC
191
Ronald Blue & Co
Georgia
$882K +$355K +7,682 +67%
AWA
192
Arete Wealth Advisors
Illinois
$856K +$132K +2,850 +18%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$823K +$56K +1,213 +7%
Bessemer Group
194
Bessemer Group
New Jersey
$799K – – –
GT
195
Greenleaf Trust
Michigan
$786K – – –
Simplex Trading
196
Simplex Trading
Illinois
$758K +$313K +6,786 +70%
VAM
197
Visionary Asset Management
Texas
$750K +$94.5K +2,048 +14%
KT
198
Kanaly Trust
Texas
$742K -$130K -2,822 -15%
BHB
199
Bank Hapoalim BM
Israel
$741K -$127K -2,750 -15%
CCA
200
Clearwater Capital Advisors
Illinois
$724K +$724K +15,567 New
6 7
8
9 10