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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 %
Bank of America
1
Bank of America
North Carolina
$1.03B 22,806,198 -7,493,522 -25%
Morgan Stanley
2
Morgan Stanley
New York
$384M 8,490,864 -2,097,699 -20%
Wells Fargo
3
Wells Fargo
California
$336M 7,432,134 -3,673,933 -33%
UBS Group
4
UBS Group
Switzerland
$304M 6,723,624 -2,081,057 -24%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$277M 6,134,773 -208,563 -3%
NLI
6
Nippon Life Insurance
Japan
$243M 5,376,772 – –
Citigroup
7
Citigroup
New York
$241M 5,332,430 +1,641,080 +44%
Ameriprise
8
Ameriprise
Minnesota
$180M 3,979,690 -366,523 -8%
State Street
9
State Street
Massachusetts
$156M 3,439,575 -652,349 -16%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$155M 3,434,547 -710,920 -17%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$127M 2,808,258 -1,215,688 -30%
Mariner
12
Mariner
Kansas
$126M 2,787,462 -582,106 -17%
BIM
13
BlackRock Investment Management
Delaware
$121M 2,673,741 +385,972 +17%
US Bancorp
14
US Bancorp
Minnesota
$114M 2,516,148 -294,057 -10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$110M 2,440,112 -326,828 -12%
CSIA
16
Charles Schwab Investment Advisory
California
$104M 2,299,119 -15,040 -0.6%
SEI Investments
17
SEI Investments
Pennsylvania
$87.8M 1,941,192 -11,595 -0.6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$80.8M 1,786,191 -773,823 -30%
CFA
19
Carroll Financial Associates
North Carolina
$77.2M 1,707,509 -18,860 -1%
SAM
20
Securian Asset Management
Minnesota
$76.7M 1,696,241 +294,150 +21%
BA
21
BlackRock Advisors
Delaware
$74.1M 1,639,610 -106,437 -6%
AF
22
Allworth Financial
California
$65.4M 1,446,846 +106,137 +8%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$65M 1,437,979 +1,437,979 New
QI
24
QS Investors
New York
$63.5M 1,403,932 +85,248 +6%
Allianz Asset Management
25
Allianz Asset Management
Germany
$62.7M 1,387,500 +8,076 +0.6%
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