USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

95 hedge funds and large institutions have $962M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.76%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
16
Increased
41
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
ARS Wealth Advisors
Florida
$32.5M
2
AC
2
Allstate Corporation
Illinois
$160M
3
Ameriprise
3
Ameriprise
Minnesota
$24.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$21.9M
5
CIA
5
Choate Investment Advisors
Massachusetts
$9.33M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.65M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
TRCT
3
Tower Research Capital (TRC)
New York
$959K
4
IFA
4
Interactive Financial Advisors
Illinois
$635K
5
DS
5
DRW Securities
Illinois
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$9.16M 258,008 +89,357 +53%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$8.41M 236,753 -2,088 -0.9%
CFS
28
Community Financial System
New York
$8.38M 236,095 +450 +0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$8.24M 232,108 +8,300 +4%
PPA
30
Parametric Portfolio Associates
Washington
$7.44M 209,538 +70,884 +51%
TF
31
Tompkins Financial
New York
$6.93M 195,309 +26,419 +16%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.02M 169,449 +62,734 +59%
NPC
33
National Planning Corporation
California
$5.16M 145,440 -1,236 -0.8%
CAL
34
Capital Advisors Ltd
Ohio
$4.72M 132,994 +132,994 New
BCI
35
Brinker Capital Investments
Pennsylvania
$4.65M 130,947 -401,809 -75%
Deutsche Bank
36
Deutsche Bank
Germany
$4.47M 125,875 – –
Mariner
37
Mariner
Kansas
$4.36M 122,840 +122,840 New
Franklin Resources
38
Franklin Resources
California
$4.33M 122,000 – –
DMC
39
Drexel Morgan & Co
Pennsylvania
$4.17M 117,435 +3,680 +3%
CS
40
Credit Suisse
Switzerland
$3.61M 101,541 -63,903 -39%
BA
41
Boston Advisors
Massachusetts
$3.33M 93,879 -4,217 -4%
MWM
42
Merriman Wealth Management
Washington
$2.67M 75,163 -659 -0.9%
DIP
43
DT Investment Partners
Pennsylvania
$2.45M 68,993 +306 +0.4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.23M 62,846 +62,846 New
BRWA
45
B. Riley Wealth Advisors
Florida
$2.18M 61,359 +3,853 +7%
RJA
46
Raymond James & Associates
Florida
$1.99M 56,010 -2,445 -4%
JFG
47
JMG Financial Group
Illinois
$1.98M 55,842 +2,880 +5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.94M 54,740 +27,759 +103%
CS
49
Comerica Securities
Michigan
$1.93M 54,463 -17,472 -24%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$1.81M 51,103 – –
1
2
3 4