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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 %
RI
176
Ridgewood Investments
New Jersey
$1.68M 37,201 +37,201 New
PTC
177
Private Trust Company
Ohio
$1.64M 36,350 -2,406 -6%
SP
178
Symmetry Partners
Connecticut
$1.62M 35,857 +35,857 New
CCMG
179
Clark Capital Management Group
Pennsylvania
$1.61M 35,526 +454 +1%
PVH
180
Psagot Value Holdings
Israel
$1.57M 34,750 +85 +0.2%
VKH
181
Virtu KCG Holdings
New York
$1.57M 34,677 +34,677 New
ICOA
182
Investment Centers of America
North Dakota
$1.5M 33,194 +1,829 +6%
MC
183
Moors & Cabot
Massachusetts
$1.49M 32,978 -1,325 -4%
CFG
184
Citizens Financial Group
Rhode Island
$1.39M 30,625 +6,360 +26%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$1.37M 30,441 +14,268 +88%
B
186
Bridgeworth
Alabama
$1.26M 27,701 +27,701 New
TRCT
187
Tower Research Capital (TRC)
New York
$1.21M 26,714 -43,203 -62%
FCT
188
Family Capital Trust
Massachusetts
$1.2M 26,617 -1,720 -6%
FHA
189
First Horizon Advisors
Tennessee
$1.18M 26,450 – –
VIA
190
Vantage Investment Advisors
Pennsylvania
$1.17M 25,869 +25,869 New
DADC
191
D.A. Davidson & Co
Montana
$1.16M 25,559 -939 -4%
CC
192
Courier Capital
New York
$1.15M 25,364 -769 -3%
VWA
193
V Wealth Advisors
Kansas
$1.15M 25,367 -3,907 -13%
GWM
194
Geneos Wealth Management
Colorado
$1.13M 25,009 -87,954 -78%
ACP
195
Aveo Capital Partners
Colorado
$1.12M 24,747 +24,747 New
PPA
196
Parametric Portfolio Associates
Washington
$1.12M 24,663 +24,663 New
CCG
197
Cypress Capital Group
Florida
$1.1M 24,305 -21,305 -47%
SFG
198
SNS Financial Group
Minnesota
$1.07M 23,558 +23,558 New
RSA
199
Robertson Stephens Advisors
California
$1.06M 23,465 +23,465 New
LFG
200
LifePlan Financial Group
Ohio
$1.05M 23,205 +17,249 +290%
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