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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

111 hedge funds and large institutions have $1.08B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
16
Increased
46
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$30.3M
2
Ameriprise
Ameriprise
Minnesota
+$25.7M
3
SG Americas Securities
SG Americas Securities
New York
+$8.56M
4
Wells Fargo
Wells Fargo
California
+$5.35M
5
CFA
Carroll Financial Associates
North Carolina
+$4.99M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$9.67M
2
SR
Swiss Reinsurance
Switzerland
-$5.41M
3
NA
Nottingham Advisors
New York
-$4.73M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.52M
5
LPT
Legacy Private Trust
Wisconsin
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9M +$67.7K +1,818 +0.8%
TF
27
Tompkins Financial
New York
$8.69M +$413K +11,103 +5%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$8.22M -$97.9K -2,631 -1%
BlackRock
29
BlackRock
New York
$8.17M +$2.82M +75,750 +53%
CFS
30
Community Financial System
New York
$8.08M -$266K -7,145 -3%
CAL
31
Capital Advisors Ltd
Ohio
$6.6M +$527K +14,158 +9%
Mariner
32
Mariner
Kansas
$5.85M +$1.33M +35,630 +29%
NPC
33
National Planning Corporation
California
$5.12M -$82.4K -2,214 -2%
DMC
34
Drexel Morgan & Co
Pennsylvania
$5.08M +$4.5K +121 +0.1%
WBG
35
Wharton Business Group
Pennsylvania
$4.99M +$4.99M +134,000 New
Geode Capital Management
36
Geode Capital Management
Massachusetts
$4.65M – – –
Franklin Resources
37
Franklin Resources
California
$4.54M – – –
ICM
38
ICC Capital Management
Florida
$4.47M +$4.47M +120,000 New
Citigroup
39
Citigroup
New York
$4.07M +$103K +2,766 +3%
BA
40
Boston Advisors
Massachusetts
$3.26M -$50.1K -1,346 -2%
BCI
41
Brinker Capital Investments
Pennsylvania
$3.21M -$79.8K -2,144 -2%
DIP
42
DT Investment Partners
Pennsylvania
$2.63M +$286K +7,673 +12%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.38M +$177K +4,753 +8%
JFG
44
JMG Financial Group
Illinois
$2.23M – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$2.04M +$942K +50,768 +86%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.83M -$51.7K -1,388 -3%
PI
47
Placemark Investments
Illinois
$1.77M -$51.7K -1,387 -3%
CS
48
Comerica Securities
Michigan
$1.73M – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$1.65M +$32.8K +880 +2%
Stifel Financial
50
Stifel Financial
Missouri
$1.61M -$449K -12,075 -22%
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