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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

290 hedge funds and large institutions have $7.99B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 161 increasing their positions, 71 reducing their positions, and 16 closing their positions.

Holders
290
Holders Change
+15
Holders Change %
+5.45%
% of All Funds
7.75%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.87%
New
36
Increased
161
Reduced
71
Closed
16
Calls
$5.54M
Puts
$2.23M
Net Calls
+$3.31M
Net Calls Change
+$1.86M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.26B
2
NLI
2
Nippon Life Insurance
Japan
$248M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M
4
Morgan Stanley
4
Morgan Stanley
New York
$558M
5
Citigroup
5
Citigroup
New York
$107M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.06M
2
QI
2
QS Investors
New York
$34.6M
3
AIG
3
American International Group
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$50.9M
5
LI
5
LVZ Inc
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.26B 27,264,752 +7,058,803 +35%
Wells Fargo
2
Wells Fargo
California
$572M 12,384,048 +930,523 +8%
Morgan Stanley
3
Morgan Stanley
New York
$558M 12,084,400 +2,396,494 +25%
UBS Group
4
UBS Group
Switzerland
$379M 8,200,529 +504,103 +7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M 6,124,915 +433,038 +8%
NLI
6
Nippon Life Insurance
Japan
$248M 5,376,772 +4,750,000 +758%
Ameriprise
7
Ameriprise
Minnesota
$245M 5,298,116 +763,042 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$228M 4,929,387 +229,427 +5%
SAS
9
Sage Advisory Services
Texas
$206M 4,464,443 -96,353 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$176M 3,808,905 +3,344,049 +719%
State Street
11
State Street
Massachusetts
$166M 3,601,940 -117,992 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$166M 3,597,772 +970,021 +37%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$164M 3,538,690 +430,822 +14%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$116M 2,502,686 +1,082,786 +76%
US Bancorp
15
US Bancorp
Minnesota
$113M 2,447,856 +699,505 +40%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$109M 2,350,642 +570,319 +32%
CSIA
17
Charles Schwab Investment Advisory
California
$108M 2,328,790 +1,345,997 +137%
Citigroup
18
Citigroup
New York
$107M 2,326,050 +2,166,999 +1,362%
SEI Investments
19
SEI Investments
Pennsylvania
$83.1M 1,797,781 +262,131 +17%
CFA
20
Carroll Financial Associates
North Carolina
$78M 1,687,247 -130,311 -7%
FA
21
FDx Advisors
Illinois
$76.8M 1,661,664 -14,138 -0.8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$64.5M 1,394,738 +232,054 +20%
Mariner
23
Mariner
Kansas
$62M 1,341,667 +193,913 +17%
AWA
24
ARS Wealth Advisors
Florida
$60.3M 1,304,276 -61,576 -5%
AIM
25
Astor Investment Management
Illinois
$60M 1,298,950 +121,142 +10%
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