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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 %
S
201
SignatureFD
Georgia
$1.05M 23,143 -5,528 -19%
Brown Advisory
202
Brown Advisory
Maryland
$1.01M 22,281 -46,038 -67%
BFG
203
Barber Financial Group
Kansas
$976K 21,593 +21,593 New
BRF
204
B. Riley Financial
California
$962K 21,269 +1,571 +8%
PWS
205
Paragon Wealth Strategies
Florida
$945K 20,893 +20,893 New
SG
206
StoneX Group
New York
$943K 20,864 +8,333 +66%
FFBTD
207
First Financial Bank - Trust Division
Ohio
$927K 20,489 -2,682 -12%
AAM
208
Aureus Asset Management
Massachusetts
$916K 20,265 -2,940 -13%
VC
209
Vicus Capital
Pennsylvania
$897K 19,832 -37,789 -66%
AWA
210
Arete Wealth Advisors
Illinois
$860K 19,012 +117 +0.6%
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$836K 18,485 -8,095 -30%
WSTAM
212
Wilbanks Smith & Thomas Asset Management
Virginia
$801K 17,720 -146,659 -89%
Creative Planning
213
Creative Planning
Kansas
$775K 17,129 -19,186 -53%
AFP
214
Ausdal Financial Partners
Iowa
$775K 17,135 +5,331 +45%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$770K 17,035 +17,035 New
Lazard Asset Management
216
Lazard Asset Management
New York
$768K 17,000 – –
AII
217
AGF Investments Inc
Ontario, Canada
$742K 16,424 -6,349 -28%
ACM
218
Aviance Capital Management
Florida
$715K 15,808 -967,599 -98%
SI
219
SII Investments
Wisconsin
$710K 15,670 -2,374 -13%
PRCM
220
Pine River Capital Management
Minnesota
$699K 15,449 -800 -5%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$690K 15,260 +560 +4%
CCA
222
Clearwater Capital Advisors
Illinois
$661K 14,572 +1,320 +10%
PFS
223
Prospera Financial Services
Texas
$634K 13,949 -1,419 -9%
GCMG
224
Gyroscope Capital Management Group
Florida
$614K 13,573 -326 -2%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$601K 13,285 -1,366 -9%
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