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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 %
Bank of America
1
Bank of America
North Carolina
$499M 11,922,933 +3,968,717 +50%
Wells Fargo
2
Wells Fargo
California
$268M 6,402,095 +1,407,086 +28%
Morgan Stanley
3
Morgan Stanley
New York
$241M 5,754,910 +1,933,529 +51%
LPL Financial
4
LPL Financial
California
$205M 4,920,860 +2,916,824 +146%
State Street
5
State Street
Massachusetts
$154M 3,684,688 +14,993 +0.4%
UBS Group
6
UBS Group
Switzerland
$149M 3,563,396 +1,443,561 +68%
Ameriprise
7
Ameriprise
Minnesota
$148M 3,531,477 -1,347,725 -28%
CIA
8
Choate Investment Advisors
Massachusetts
$105M 275,524 -3,319,081 -92%
USAA
9
United Services Automobile Association
Texas
$74.7M 1,787,000 +46,200 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$72.5M 1,733,152 +275,568 +19%
CFA
11
Carroll Financial Associates
North Carolina
$69.2M 1,655,300 +105,209 +7%
AWA
12
ARS Wealth Advisors
Florida
$55.2M 1,319,884 -1,896 -0.1%
SEI Investments
13
SEI Investments
Pennsylvania
$54.6M 1,306,124 +132,258 +11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$52.5M 1,255,060 +1,146,066 +1,051%
AIM
15
Astor Investment Management
Illinois
$52.3M 1,250,517 -57,077 -4%
US Bancorp
16
US Bancorp
Minnesota
$47.5M 1,135,646 +529,186 +87%
FWP
17
FAS Wealth Partners
Kansas
$46.6M 1,113,678 +44,643 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$45.2M 1,080,767 +400,218 +59%
BG
19
BlackRock Group
United Kingdom
$43.3M 1,035,494 -94,155 -8%
CAN
20
Cetera Advisor Networks
California
$42.3M 1,010,140 -31,117 -3%
NA
21
Nottingham Advisors
New York
$38.1M 910,922 +151,128 +20%
Allianz Asset Management
22
Allianz Asset Management
Germany
$36.2M 865,554 +133,152 +18%
QI
23
QS Investors
New York
$36.1M 862,938 -22,191 -3%
Mariner
24
Mariner
Kansas
$35.8M 855,779 +144,815 +20%
ACM
25
Aviance Capital Management
Florida
$35.7M 852,467 +71,211 +9%
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