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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 %
CIBC Asset Management
51
CIBC Asset Management
Ontario, Canada
$1.74M 48,950 +15,570 +47%
PI
52
Placemark Investments
Illinois
$1.72M 48,523 +24,084 +99%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.63M 45,772 +45,772 New
GT
54
Glenmede Trust
Pennsylvania
$1.29M 36,334 +11,888 +49%
TFA
55
Transamerica Financial Advisors
Florida
$1.23M 34,563 -17,095 -33%
VF
56
Virtu Financial
New York
$1.2M 33,877 +33,877 New
AIG
57
American International Group
New York
$1.13M 31,903 +3,465 +12%
AUIM
58
Aegon USA Investment Management
Iowa
$1.1M 31,094 -274 -0.9%
KFS
59
KMS Financial Services
Washington
$1.08M 30,475 +30,475 New
MFS
60
MSI Financial Services
Massachusetts
$962K 27,101 +3,871 +17%
TRCT
61
Tower Research Capital (TRC)
New York
$959K 27,006 -109,611 -80%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$799K 22,494 +1,354 +6%
BIM
63
BlackRock Investment Management
Delaware
$792K 22,317 – –
RFC
64
Regions Financial Corp
Alabama
$757K 21,325 +21,325 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$668K 18,815 -10,358 -36%
DS
66
DRW Securities
Illinois
$664K 18,715 -87,290 -82%
IFA
67
Interactive Financial Advisors
Illinois
$635K 17,878 -100,607 -85%
PAS
68
Partnervest Advisory Services
California
$537K 15,115 +4,323 +40%
AEPG
69
American Economic Planning Group
New Jersey
$424K 11,946 +11,946 New
PJSIMP
70
P.J. Schmidt Investment Management (PJS)
Wisconsin
$351K 9,900 +150 +2%
WTC
71
WhitTier Trust Company
Nevada
$347K 9,779 – –
AT
72
Arden Trust
Delaware
$345K 9,718 +469 +5%
DP
73
Dearborn Partners
Illinois
$343K 9,665 -4,270 -31%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$325K 9,150 +2,100 +30%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$307K 8,653 – –
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