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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 %
BCMO
176
Buckingham Capital Management (Ohio)
Ohio
$1.92M +$54.4K +1,196 +3%
OC
177
Oppenheimer & Co
New York
$1.91M -$1.92M -42,365 -50%
HNB
178
Huntington National Bank
Ohio
$1.86M +$1.86M +40,964 New
PTC
179
Private Trust Company
Ohio
$1.76M -$60.8K -1,338 -3%
SS
180
Simplicity Solutions
Minnesota
$1.73M +$276K +6,072 +19%
Creative Planning
181
Creative Planning
Kansas
$1.65M +$1.24M +27,200 +298%
CCMG
182
Clark Capital Management Group
Pennsylvania
$1.59M -$15.1M -333,222 -90%
PVH
183
Psagot Value Holdings
Israel
$1.58M – – –
MC
184
Moors & Cabot
Massachusetts
$1.56M +$3.59K +79 +0.2%
RBC
185
Ronald Blue & Co
Georgia
$1.56M +$690K +15,196 +80%
WT
186
Whittier Trust
California
$1.55M -$122K -2,692 -7%
SAM
187
Shamrock Asset Management
Texas
$1.54M +$171K +3,768 +13%
SB
188
Suntrust Banks
Georgia
$1.52M +$292K +6,422 +24%
ICOA
189
Investment Centers of America
North Dakota
$1.42M -$16.4K -362 -1%
VF
190
Virtu Financial
New York
$1.41M +$1.41M +31,086 New
IPC
191
Independent Portfolio Consultants
Florida
$1.36M -$391K -8,615 -22%
CCM
192
Coldstream Capital Management
Washington
$1.34M +$28.9K +637 +2%
LNC
193
Lincoln National Corp
Pennsylvania
$1.33M +$1.33M +29,297 New
VWA
194
V Wealth Advisors
Kansas
$1.33M +$141K +3,110 +12%
S
195
SignatureFD
Georgia
$1.3M -$14.6M -320,928 -92%
JFA
196
JNBA Financial Advisors
Minnesota
$1.3M +$1.3M +28,671 New
FCT
197
Family Capital Trust
Massachusetts
$1.29M -$4.09K -90 -0.3%
CAM
198
Concorde Asset Management
Michigan
$1.26M -$63K -1,385 -5%
PWMAG
199
Pinnacle Wealth Management Advisory Group
New Jersey
$1.21M +$89.1K +1,960 +8%
DADC
200
D.A. Davidson & Co
Montana
$1.2M +$850K +18,722 +241%
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