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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

85 hedge funds and large institutions have $805M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.76%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.36%
New
12
Increased
43
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$42.8M
2
NLI
2
Nippon Life Insurance
Japan
$20.8M
3
SR
3
Swiss Reinsurance
Switzerland
$14.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$10.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.43M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$1.04M
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$897K
5
Wells Fargo
5
Wells Fargo
California
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.44M 223,808 +13,911 +7%
TF
27
Tompkins Financial
New York
$5.61M 168,890 +5,964 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$5.61M 168,651 -2,844 -2%
CS
29
Credit Suisse
Switzerland
$5.5M 165,444 +156,519 +1,754%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$5.37M 161,505 +93,240 +137%
NPC
31
National Planning Corporation
California
$4.91M 146,676 -5,299 -3%
PPA
32
Parametric Portfolio Associates
Washington
$4.61M 138,654 +138,654 New
TRCT
33
Tower Research Capital (TRC)
New York
$4.54M 136,617 +17,399 +15%
MWAM
34
Mariner Wealth Advisors (Madison)
Kansas
$4.25M 127,805 +22,155 +21%
Deutsche Bank
35
Deutsche Bank
Germany
$4.18M 125,875 +125,875 New
Franklin Resources
36
Franklin Resources
California
$4.05M 122,000 – –
IFA
37
Interactive Financial Advisors
Illinois
$3.94M 118,485 +70,965 +149%
DMC
38
Drexel Morgan & Co
Pennsylvania
$3.78M 113,755 +36,820 +48%
DS
39
DRW Securities
Illinois
$3.7M 106,005 +94,052 +787%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.55M 106,715 +66,242 +164%
BA
41
Boston Advisors
Massachusetts
$3.26M 98,096 -44,782 -31%
MWM
42
Merriman Wealth Management
Washington
$2.52M 75,822 +22,220 +41%
SNC
43
Stifel Nicolaus & Co
Missouri
$2.47M 74,211 -189 -0.3%
CS
44
Comerica Securities
Michigan
$2.39M 71,935 +2,050 +3%
DIP
45
DT Investment Partners
Pennsylvania
$2.28M 68,687 +9,415 +16%
RJA
46
Raymond James & Associates
Florida
$1.94M 58,455 +1,739 +3%
BRWA
47
B. Riley Wealth Advisors
Florida
$1.91M 57,506 +9,619 +20%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$1.86M 55,923 -38,849 -41%
JFG
49
JMG Financial Group
Illinois
$1.76M 52,962 +11,072 +26%
TFA
50
Transamerica Financial Advisors
Florida
$1.72M 51,658 -67,699 -57%
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