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iShares MSCI USA Min Vol Factor ETF
USMV

84 hedge funds and large institutions have $765M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.77% more ownership

Funds ownership: 0% → 21.77% (+22%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$1.05M +$1.07M +32,150 New
AIG
52
American International Group
New York
$1.02M +$1.04M +31,351 New
MFS
53
MSI Financial Services
Massachusetts
$877K +$895K +26,937 New
3AM
54
3D Asset Management
Connecticut
$745K +$761K +22,888 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$498K +$508K +15,286 New
DP
56
Dearborn Partners
Illinois
$478K +$488K +14,674 New
GT
57
Glenmede Trust
Pennsylvania
$459K +$469K +14,105 New
SCM
58
Southport Capital Management
Tennessee
$427K +$435K +13,100 New
DS
59
DRW Securities
Illinois
$389K +$397K +11,953 New
Comerica Bank
60
Comerica Bank
Texas
$355K +$362K +10,889 New
PI
61
Placemark Investments
Illinois
$347K +$353K +10,628 New
Two Sigma Advisers
62
Two Sigma Advisers
New York
$344K +$351K +10,571 New
WCM
63
Wisconsin Capital Management
Wisconsin
$340K +$347K +10,440 New
ICAS
64
Investors Capital Advisory Services
Massachusetts
$318K +$326K +9,793 New
WTC
65
WhitTier Trust Company
Nevada
$299K +$305K +9,179 New
CS
66
Credit Suisse
Switzerland
$291K +$297K +8,925 New
AA
67
Ancora Advisors
Ohio
$275K +$281K +8,452 New
RCAG
68
Rehmann Capital Advisory Group
Michigan
$268K +$274K +8,232 New
PMG
69
ProVise Management Group
Florida
$245K +$250K +7,519 New
HCA
70
Harbour Capital Advisors
Virginia
$245K +$250K +7,525 New
PAS
71
Partnervest Advisory Services
California
$239K +$244K +7,340 New
PJSIMP
72
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$243K +7,300 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$230K +$234K +7,050 New
Citigroup
74
Citigroup
New York
$192K +$196K +5,902 New
PTC
75
Private Trust Company
Ohio
$158K +$161K +4,849 New
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USMV Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2013, worth a combined $765M.

Buyers outnumbered sellers: 84 funds opened new USMV positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $765M of iShares MSCI USA Min Vol Factor ETF stock for Q2 2013.
  • 84 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.