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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

170 hedge funds and large institutions have $2.31B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.7%
New
32
Increased
74
Reduced
37
Closed
12
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
-$359K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
CFA
4
Carroll Financial Associates
North Carolina
$57.1M
5
AIM
5
Astor Investment Management
Illinois
$31.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BG
2
BlackRock Group
United Kingdom
$45.5M
3
State Street
3
State Street
Massachusetts
$145M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$24.7M 612,204 +58,152 +10%
CA
27
Cetera Advisors
Colorado
$24.2M 599,582 +565,674 +1,668%
RJA
28
Raymond James & Associates
Florida
$22.3M 553,505 +286,033 +107%
LPT
29
Legacy Private Trust
Wisconsin
$18.6M 462,024 +104,235 +29%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$18.2M 450,673 +110,216 +32%
LWA
31
Lowe Wealth Advisors
Maryland
$17.9M 443,203 +8,701 +2%
TF
32
Tompkins Financial
New York
$17.8M 442,651 +265,878 +150%
SGAM
33
Steinberg Global Asset Management
Florida
$17.1M 423,832 -19,623 -4%
AI
34
Atria Investments
North Carolina
$14.7M 363,546 -18,684 -5%
SCM
35
Stonehearth Capital Management
Massachusetts
$14.2M 352,805 +1,610 +0.5%
EK
36
Evensky & Katz
Florida
$13.9M 345,499 +12,289 +4%
US Bancorp
37
US Bancorp
Minnesota
$13.9M 343,650 +242,053 +238%
Allianz Asset Management
38
Allianz Asset Management
Germany
$13.7M 335,074 +58,853 +21%
CG
39
Colony Group
Massachusetts
$13.2M 327,084 +92,548 +39%
MAA
40
Managed Account Advisors
New Jersey
$12.5M 310,962 +154,469 +99%
S
41
SignatureFD
Georgia
$11.3M 279,278 -26,058 -9%
AIG
42
American International Group
New York
$11.2M 276,892 +70,771 +34%
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$10.8M 266,918 -14,338 -5%
CB
44
Community Bank
New York
$10.1M 249,815 -355 -0.1%
CAL
45
Capital Advisors Ltd
Ohio
$9.07M 224,992 +7,687 +4%
FDCC
46
Foster Dykema Cabot & Co
Massachusetts
$8.89M 220,521 +7,528 +4%
UCFA
47
United Capital Financial Advisors
Texas
$7.65M 189,767 +86,266 +83%
RIA
48
Regal Investment Advisors
Michigan
$7.3M 181,046 -276 -0.2%
HCMT
49
Highland Capital Management (Tennessee)
Tennessee
$7.3M 181,001 +181,001 New
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$6.43M 159,490 +145,300 +1,024%
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