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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.

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
1
Bank of America
North Carolina
$1.38B
2
Mariner
2
Mariner
Kansas
$153M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$119M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$188M
5
BIM
5
BlackRock Investment Management
Delaware
$104M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$481M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Wells Fargo
4
Wells Fargo
California
$505M
5
Ameriprise
5
Ameriprise
Minnesota
$196M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.38B 30,299,720 +3,034,968 +11%
Wells Fargo
2
Wells Fargo
California
$505M 11,106,067 -1,277,981 -10%
Morgan Stanley
3
Morgan Stanley
New York
$481M 10,588,563 -1,495,837 -12%
UBS Group
4
UBS Group
Switzerland
$400M 8,804,681 +604,152 +7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$288M 6,343,336 +218,421 +4%
NLI
6
Nippon Life Insurance
Japan
$244M 5,376,772 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$213M 4,695,624 -233,763 -5%
SAS
8
Sage Advisory Services
Texas
$202M 4,441,176 -23,267 -0.5%
Ameriprise
9
Ameriprise
Minnesota
$196M 4,346,213 -951,903 -18%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$188M 4,145,467 +1,642,781 +66%
State Street
11
State Street
Massachusetts
$186M 4,091,924 +489,984 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$183M 4,023,946 +426,174 +12%
Citigroup
13
Citigroup
New York
$168M 3,691,350 +1,365,300 +59%
Mariner
14
Mariner
Kansas
$153M 3,369,568 +2,027,901 +151%
US Bancorp
15
US Bancorp
Minnesota
$128M 2,810,205 +362,349 +15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$126M 2,766,940 -771,750 -22%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$119M 2,619,779 +1,912,030 +270%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$116M 2,560,014 +209,372 +9%
CSIA
19
Charles Schwab Investment Advisory
California
$105M 2,314,159 -14,631 -0.6%
BIM
20
BlackRock Investment Management
Delaware
$104M 2,287,769 +1,538,441 +205%
SEI Investments
21
SEI Investments
Pennsylvania
$88.7M 1,952,787 +155,006 +9%
FA
22
FDx Advisors
Illinois
$80.9M 1,780,755 +119,091 +7%
BA
23
BlackRock Advisors
Delaware
$79.3M 1,746,047 +1,052,347 +152%
CFA
24
Carroll Financial Associates
North Carolina
$78.4M 1,726,369 +39,122 +2%
RJA
25
Raymond James & Associates
Florida
$70.7M 1,556,106 +286,338 +23%
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