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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

341 hedge funds and large institutions have $6.36B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 143 reducing their positions, and 29 closing their positions.

Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
8.5%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.37%
New
50
Increased
119
Reduced
143
Closed
29
Calls
$282K
Puts
$15.8M
Net Calls
-$15.5M
Net Calls Change
-$18.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$269M
2
GFPC
2
Global Financial Private Capital
Florida
$42.6M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315M
4
Bessemer Group
4
Bessemer Group
New Jersey
$35.2M
5
AssetMark Inc
5
AssetMark Inc
California
$32.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$955M
2
Citigroup
2
Citigroup
New York
$170M
3
AF
3
Allworth Financial
California
$9.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$347M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$955M 20,022,402 -2,783,796 -12%
Morgan Stanley
2
Morgan Stanley
New York
$347M 7,261,172 -1,229,692 -14%
Wells Fargo
3
Wells Fargo
California
$343M 7,189,678 -242,456 -3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315M 6,600,240 +465,467 +8%
UBS Group
5
UBS Group
Switzerland
$284M 5,943,462 -780,162 -12%
BlackRock
6
BlackRock
New York
$269M 5,626,680 +5,150,501 +1,082%
NLI
7
Nippon Life Insurance
Japan
$257M 5,376,772 – –
Citigroup
8
Citigroup
New York
$170M 3,564,813 -1,767,617 -33%
State Street
9
State Street
Massachusetts
$166M 3,477,437 +37,862 +1%
Ameriprise
10
Ameriprise
Minnesota
$159M 3,332,464 -647,226 -16%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$148M 3,091,047 -343,500 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$129M 2,698,301 -109,957 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$122M 2,546,247 +106,135 +4%
US Bancorp
14
US Bancorp
Minnesota
$112M 2,356,237 -159,911 -6%
CSIA
15
Charles Schwab Investment Advisory
California
$108M 2,273,189 -25,930 -1%
Mariner
16
Mariner
Kansas
$107M 2,246,673 -540,789 -19%
SAM
17
Securian Asset Management
Minnesota
$83.6M 1,752,631 +56,390 +3%
CFA
18
Carroll Financial Associates
North Carolina
$81.8M 1,713,925 +6,416 +0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$76.5M 1,603,462 -182,729 -10%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$71.3M 1,494,797 +56,818 +4%
QI
21
QS Investors
New York
$68.8M 1,440,780 +36,848 +3%
SEI Investments
22
SEI Investments
Pennsylvania
$68.3M 1,432,035 -509,157 -26%
Allianz Asset Management
23
Allianz Asset Management
Germany
$66.2M 1,387,489 -11 -0%
UCFA
24
United Capital Financial Advisors
Texas
$49.8M 1,043,635 -91,590 -8%
AIM
25
Astor Investment Management
Illinois
$49.6M 1,040,384 -11,554 -1%
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