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iShares MSCI USA Min Vol Factor ETF
USMV

84 hedge funds and large institutions have $765M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.77% more ownership

Funds ownership: 0% → 21.77% (+22%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
26
National Planning Corporation
California
$4.94M +$5.05M +151,975 New
BA
27
Boston Advisors
Massachusetts
$4.65M +$4.75M +142,878 New
Franklin Resources
28
Franklin Resources
California
$3.97M +$4.06M +122,000 New
TFA
29
Transamerica Financial Advisors
Florida
$3.89M +$3.97M +119,357 New
TRCT
30
Tower Research Capital (TRC)
New York
$3.88M +$3.96M +119,218 New
MWAM
31
Mariner Wealth Advisors (Madison)
Kansas
$3.44M +$3.51M +105,650 New
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$3.09M +$3.15M +94,772 New
DMC
33
Drexel Morgan & Co
Pennsylvania
$2.51M +$2.56M +76,935 New
SNC
34
Stifel Nicolaus & Co
Missouri
$2.42M +$2.47M +74,400 New
CS
35
Comerica Securities
Michigan
$2.28M +$2.32M +69,885 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.22M +$2.27M +68,265 New
MG
37
Mather Group
Illinois
$2.15M +$2.19M +65,951 New
DIP
38
DT Investment Partners
Pennsylvania
$1.93M +$1.97M +59,272 New
RJA
39
Raymond James & Associates
Florida
$1.85M +$1.89M +56,716 New
MWM
40
Merriman Wealth Management
Washington
$1.75M +$1.78M +53,602 New
B
41
Baird
Wisconsin
$1.73M +$1.76M +53,045 New
BRWA
42
B. Riley Wealth Advisors
Florida
$1.56M +$1.59M +47,887 New
IFA
43
Interactive Financial Advisors
Illinois
$1.55M +$1.58M +47,520 New
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$1.52M +$1.54M +46,432 New
SG Americas Securities
45
SG Americas Securities
New York
$1.46M +$1.49M +44,776 New
JFG
46
JMG Financial Group
Illinois
$1.36M +$1.39M +41,890 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.32M +$1.35M +40,473 New
WCM
48
Weatherstone Capital Management
Colorado
$1.27M +$1.29M +38,878 New
VF
49
Virtu Financial
New York
$1.13M +$1.15M +34,537 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.09M +$1.11M +33,419 New
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USMV Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2013, worth a combined $765M.

Buyers outnumbered sellers: 84 funds opened new USMV positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $765M of iShares MSCI USA Min Vol Factor ETF stock for Q2 2013.
  • 84 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.