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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

38 hedge funds and large institutions have $175M invested in iShares MSCI Global Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.2M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.7M
3
PPA
3
Parametric Portfolio Associates
Washington
$9M
4
KWILP
4
Kiwi Wealth Investments Limited Partnership
New Zealand
$57.5M
5
WCM
5
Weatherstone Capital Management
Colorado
$4.38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.84M
3
Jane Street
3
Jane Street
New York
$257K
4
TFA
4
Transamerica Financial Advisors
Florida
$2.68M
5
MFS
5
MSI Financial Services
Massachusetts
$471K
Name Market Value Shares Shares
Change 		Shares
Change %
KWILP
1
Kiwi Wealth Investments Limited Partnership
New Zealand
$57.5M 906,075 +42,070 +5%
Bank of America
2
Bank of America
North Carolina
$13M 203,880 -166,148 -45%
BlackRock
3
BlackRock
New York
$11.4M 179,813 -731 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$9.5M 149,216 +27,907 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.2M 144,498 +111,362 +336%
PPA
6
Parametric Portfolio Associates
Washington
$9M 141,352 +42,347 +43%
U
7
UBS
Switzerland
$8.88M 139,514 +2,172 +2%
Wells Fargo
8
Wells Fargo
California
$5.87M 92,124 +7,411 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.84M 91,746 -143,314 -61%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.24M 82,502 +9,417 +13%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.71M 74,000 – –
WCM
12
Weatherstone Capital Management
Colorado
$4.38M 68,908 +36,940 +116%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.98M 62,528 +13,912 +29%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.7M 58,148 +57,061 +5,249%
RJA
15
Raymond James & Associates
Florida
$3.56M 55,924 +7,700 +16%
TFA
16
Transamerica Financial Advisors
Florida
$2.68M 42,030 -14,950 -26%
LPL Financial
17
LPL Financial
California
$2.55M 40,019 +10,221 +34%
Ameriprise
18
Ameriprise
Minnesota
$1.76M 27,693 +2,724 +11%
AUIM
19
Aegon USA Investment Management
Iowa
$1.44M 22,676 -1,264 -5%
Axa
20
Axa
France
$1.26M 19,740 +19,740 New
SI
21
Stephens Inc
Arkansas
$1.15M 18,121 +5,735 +46%
FIG
22
Fusion Investment Group
Pennsylvania
$1.13M 17,701 +17,701 New
PAS
23
Partnervest Advisory Services
California
$1.13M 17,701 +17,701 New
HighTower Advisors
24
HighTower Advisors
Illinois
$918K 14,422 +1,160 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$864K 13,567 +4,900 +57%
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