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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

184 hedge funds and large institutions have $2.81B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
5.14%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.87%
New
29
Increased
89
Reduced
46
Closed
13
Calls
–
Puts
$555K
Net Calls
-$555K
Net Calls Change
-$196K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$315M
2
Wells Fargo
2
Wells Fargo
California
$198M
3
FWP
3
FAS Wealth Partners
Kansas
$42.3M
4
QI
4
QS Investors
New York
$35M
5
USAA
5
United Services Automobile Association
Texas
$68.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.2M
3
LI
3
LVZ Inc
Michigan
$1.25M
4
CG
4
Colony Group
Massachusetts
$4.43M
5
HP
5
HT Partners
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$315M 7,954,216 +2,418,701 +44%
Wells Fargo
2
Wells Fargo
California
$198M 4,995,009 +1,009,575 +25%
Ameriprise
3
Ameriprise
Minnesota
$193M 4,879,202 +555,654 +13%
Morgan Stanley
4
Morgan Stanley
New York
$151M 3,821,381 +794,287 +26%
State Street
5
State Street
Massachusetts
$145M 3,669,695 +84,301 +2%
CIA
6
Choate Investment Advisors
Massachusetts
$142M 3,594,605 +39,154 +1%
UBS Group
7
UBS Group
Switzerland
$83.9M 2,119,835 +660,655 +45%
LPL Financial
8
LPL Financial
California
$81.6M 2,004,036 +442,536 +28%
USAA
9
United Services Automobile Association
Texas
$68.9M 1,740,800 +851,900 +96%
CFA
10
Carroll Financial Associates
North Carolina
$64.2M 1,550,091 +135,079 +10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$61.9M 1,563,297 +167,595 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$57.7M 1,457,584 +451,309 +45%
AWA
13
ARS Wealth Advisors
Florida
$52.3M 1,321,780 -38,447 -3%
AIM
14
Astor Investment Management
Illinois
$51.8M 1,307,594 +518,796 +66%
SEI Investments
15
SEI Investments
Pennsylvania
$46.5M 1,173,866 +190,506 +19%
BG
16
BlackRock Group
United Kingdom
$44.7M 1,129,649 – –
FWP
17
FAS Wealth Partners
Kansas
$42.3M 1,069,035 +976,830 +1,059%
CAN
18
Cetera Advisor Networks
California
$41.3M 1,041,257 +60,020 +6%
QI
19
QS Investors
New York
$35M 885,129 +885,129 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$32.8M 828,383 +152,434 +23%
ACM
21
Aviance Capital Management
Florida
$30.9M 781,256 +781,256 New
NA
22
Nottingham Advisors
New York
$30.1M 759,794 -4,699 -0.6%
Allianz Asset Management
23
Allianz Asset Management
Germany
$29M 732,402 +397,328 +119%
Mariner
24
Mariner
Kansas
$28.1M 710,964 +98,760 +16%
AC
25
Allstate Corporation
Illinois
$28.1M 710,000 – –
1
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