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iShares MSCI Global Min Vol Factor ETF
ACWV

Overview Fund Activity

58 hedge funds and large institutions have $315M invested in iShares MSCI Global Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$21.4M
2
Bank of America
2
Bank of America
North Carolina
$53.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.5M
4
UBS Group
4
UBS Group
Switzerland
$12.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$10.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.61M
2
Wells Fargo
2
Wells Fargo
California
$3.07M
3
GC
3
Guggenheim Capital
Illinois
$620K
4
B
4
Baird
Wisconsin
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$273K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.3M 774,646 +281,244 +57%
FWP
2
FAS Wealth Partners
Kansas
$52.1M 757,264 +15,269 +2%
BlackRock
3
BlackRock
New York
$24.7M 358,906 +53,196 +17%
SEI Investments
4
SEI Investments
Pennsylvania
$21.4M 311,158 +311,158 New
LSV Asset Management
5
LSV Asset Management
Illinois
$20.7M 300,000 – –
Morgan Stanley
6
Morgan Stanley
New York
$20.5M 298,449 +198,208 +198%
UBS Group
7
UBS Group
Switzerland
$12.1M 175,941 +175,941 New
BCI
8
Brinker Capital Investments
Pennsylvania
$10.3M 149,924 +114,924 +328%
RJA
9
Raymond James & Associates
Florida
$10.3M 149,917 +46,956 +46%
SAM
10
Stringer Asset Management
Tennessee
$8.28M 120,308 +66,746 +125%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.86M 114,231 +114,231 New
PFG
12
Pacific Financial Group
Washington
$7.27M 105,604 +105,604 New
Mariner
13
Mariner
Kansas
$6.64M 96,465 +96,465 New
Ameriprise
14
Ameriprise
Minnesota
$6.54M 95,072 +53,342 +128%
MFS
15
MSI Financial Services
Massachusetts
$6.47M 94,049 +89,048 +1,781%
Jane Street
16
Jane Street
New York
$5.05M 73,389 +67,095 +1,066%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.82M 69,980 +3,061 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.21M 61,131 -1,078 -2%
LPL Financial
19
LPL Financial
California
$4.07M 59,046 +11,803 +25%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$3.48M 50,550 +50,550 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.3M 47,886 +14,680 +44%
Wells Fargo
22
Wells Fargo
California
$3.07M 44,549 -18,909 -30%
AI
23
Atria Investments
North Carolina
$2.12M 30,728 +16,954 +123%
Axa
24
Axa
France
$1.97M 28,640 +4,900 +21%
BEAM
25
Baker Ellis Asset Management
Washington
$1.76M 25,520 +7,410 +41%
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