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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 %
CC
201
Courier Capital
New York
$1.19M +$227 +5 +0%
FHA
202
First Horizon Advisors
Tennessee
$1.18M +$610K +13,710 +108%
BA
203
BKS Advisors
Michigan
$1.14M -$227K -5,000 -17%
CFG
204
Citizens Financial Group
Rhode Island
$1.1M +$974K +21,456 +764%
TSS
205
Two Sigma Securities
New York
$1.08M +$438K +9,638 +68%
AAM
206
Aureus Asset Management
Massachusetts
$1.05M -$41.3K -910 -4%
FFBTD
207
First Financial Bank - Trust Division
Ohio
$1.05M -$8M -176,111 -88%
AII
208
AGF Investments Inc
Ontario, Canada
$1.03M +$426K +9,383 +70%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$969K +$160K +3,515 +20%
BRF
210
B. Riley Financial
California
$895K -$34.9K -769 -4%
AWA
211
Arete Wealth Advisors
Illinois
$858K +$17K +375 +2%
SI
212
SII Investments
Wisconsin
$820K +$407K +8,960 +99%
GT
213
Greenleaf Trust
Michigan
$772K – – –
Lazard Asset Management
214
Lazard Asset Management
New York
$772K +$386K +8,500 +100%
IP
215
Investment Partners
Ohio
$742K +$742K +16,332 New
PRCM
216
Pine River Capital Management
Minnesota
$738K -$400K -8,806 -35%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$733K +$276K +6,092 +60%
KT
218
Kanaly Trust
Texas
$710K -$19.3K -425 -3%
VAM
219
Visionary Asset Management
Texas
$703K -$35.5K -781 -5%
PFS
220
Prospera Financial Services
Texas
$698K +$142K +3,126 +26%
BFPW
221
BOK Financial Private Wealth
Colorado
$678K +$678K +14,919 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$668K -$42.8K -941 -6%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$666K +$14K +309 +2%
BHB
224
Bank Hapoalim BM
Israel
$648K -$80.4K -1,770 -11%
GCMG
225
Gyroscope Capital Management Group
Florida
$631K +$145K +3,195 +30%
7 8
9
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