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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

219 hedge funds and large institutions have $3.66B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 98 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
219
Holders Change
+35
Holders Change %
+19.02%
% of All Funds
5.75%
Holding in Top 10
45
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+45.16%
% of All Funds
1.18%
New
54
Increased
98
Reduced
47
Closed
18
Calls
–
Puts
$318K
Net Calls
-$318K
Net Calls Change
+$237K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$499M
2
LPL Financial
2
LPL Financial
California
$205M
3
Morgan Stanley
3
Morgan Stanley
New York
$241M
4
UBS Group
4
UBS Group
Switzerland
$149M
5
Wells Fargo
5
Wells Fargo
California
$268M

Top Sellers

1
CIA
1
Choate Investment Advisors
Massachusetts
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$148M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.4M
4
BHB
4
Bank Hapoalim BM
Israel
$385K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
201
Harfst & Associates
Wyoming
$81K 1,960 +1,960 New
BFEC
202
Benjamin F. Edwards & Company
Missouri
$79K 1,900 – –
BWA
203
Burt Wealth Advisors
Maryland
$74K 1,792 +1,792 New
CG
204
Cutler Group
California
$73K 1,749 +1,749 New
LIA
205
LS Investment Advisors
Michigan
$67K 1,600 +1,600 New
Simplex Trading
206
Simplex Trading
Illinois
$66K 1,583 +1,583 New
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K 1,535 – –
NR
208
Newfound Research
Massachusetts
$33K 778 +778 New
WA
209
WFG Advisors
Texas
$30K 720 – –
AIA
210
Allegis Investment Advisors
Idaho
$28K 667 +667 New
FPFS
211
First Personal Financial Services
North Carolina
$27K 645 +645 New
GWM
212
Gupta Wealth Management
California
$14K 335 +335 New
AIP
213
Ameritas Investment Partners
Nebraska
$11K 285 -50 -15%
CTC
214
Central Trust Company
Missouri
$8K 198 – –
AA
215
AlphaMark Advisors
Kentucky
$6K 140 – –
OC
216
Oakworth Capital
Alabama
$5K 110 +110 New
AC
217
Alexandria Capital
Virginia
$4K 91 – –
M
218
MOTCO
Texas
$3K 72 – –
Wellington Management Group
219
Wellington Management Group
Massachusetts
– – -460,360 Closed
Lazard Asset Management
220
Lazard Asset Management
New York
– – -36,200 Closed
RFC
221
Regions Financial Corp
Alabama
– – -21,128 Closed
Brown Advisory
222
Brown Advisory
Maryland
– – -13,883 Closed
JG
223
Jefferies Group
New York
– – -12,180 Closed
KeyBank National Association
224
KeyBank National Association
Ohio
– – -12,037 Closed
PL
225
Parkwood LLC
Ohio
– – -11,000 Closed
6 7 8
9
10