USMV icon

iShares MSCI USA Min Vol Factor ETF

145 hedge funds and large institutions have $1.61B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+31
Holders Change %
+27.19%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
40
Increased
67
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$16.6M 405,775 -445,875 -52%
CCMG
27
Clark Capital Management Group
Pennsylvania
$15.7M 388,567 +388,567 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$15.6M 385,476 +321,286 +501%
AI
29
Atria Investments
North Carolina
$14.5M 358,899 -16,037 -4%
S
30
SignatureFD
Georgia
$14.5M 357,136 -156,006 -30%
EK
31
Evensky & Katz
Florida
$13.6M 334,830 -2,303 -0.7%
SCM
32
Stonehearth Capital Management
Massachusetts
$13.5M 333,408 +333,408 New
Mariner
33
Mariner
Kansas
$13.2M 326,740 +123,585 +61%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.6M 286,566 +34,638 +14%
BAAM
35
Baker Avenue Asset Management
California
$11.1M 274,200 +274,200 New
CB
36
Community Bank
New York
$9.05M 223,570 +223,570 New
AIM
37
Astor Investment Management
Illinois
$8.97M 221,481 +5,651 +3%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$8.7M 214,936 +10,602 +5%
Allianz Asset Management
39
Allianz Asset Management
Germany
$8.68M 214,462 +214,462 New
FDCC
40
Foster Dykema Cabot & Co
Massachusetts
$8.48M 209,548 +209,548 New
CAL
41
Capital Advisors Ltd
Ohio
$8.19M 202,325 +13,153 +7%
RJA
42
Raymond James & Associates
Florida
$8.01M 197,937 +140,243 +243%
TF
43
Tompkins Financial
New York
$6.61M 163,386 +8,680 +6%
Franklin Resources
44
Franklin Resources
California
$6.6M 163,145 +41,145 +34%
RIA
45
Regal Investment Advisors
Michigan
$6.35M 156,739 +156,339 +39,085%
ICM
46
ICC Capital Management
Florida
$6.07M 150,000 +150,000 New
3AM
47
3D Asset Management
Connecticut
$5.9M 145,700 -508,470 -78%
DMC
48
Drexel Morgan & Co
Pennsylvania
$5.61M 138,641 +2,795 +2%
Goldman Sachs
49
Goldman Sachs
New York
$5.54M 136,952 +136,952 New
Wellington Management Group
50
Wellington Management Group
Massachusetts
$5.24M 129,476 -1,376 -1%