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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
GT
51
Glenmede Trust
Pennsylvania
$1.53M +$202K +5,429 +15%
TFA
52
Transamerica Financial Advisors
Florida
$1.33M -$85.5K -2,296 -6%
ACM
53
Aviance Capital Management
Florida
$1.21M +$359K +9,636 +42%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$1.21M +$225K +6,037 +23%
FT
55
Fiduciary Trust
Massachusetts
$1.15M – – –
VF
56
Virtu Financial
New York
$1.1M +$1.1M +29,632 New
BIM
57
BlackRock Investment Management
Delaware
$1.07M – – –
TRCT
58
Tower Research Capital (TRC)
New York
$1.07M +$313K +8,417 +42%
RJA
59
Raymond James & Associates
Florida
$1.04M -$484K -12,995 -32%
AUIM
60
Aegon USA Investment Management
Iowa
$1.03M – – –
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$986K +$138K +3,704 +16%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$926K +$926K +24,871 New
MFS
63
MSI Financial Services
Massachusetts
$923K +$66.9K +1,799 +8%
MAA
64
Managed Account Advisors
New Jersey
$799K +$799K +21,469 New
LNB
65
Ledyard National Bank
$779K +$172K +4,610 +28%
AIG
66
American International Group
New York
$776K +$251K +6,749 +48%
RFC
67
Regions Financial Corp
Alabama
$775K – – –
PAS
68
Partnervest Advisory Services
California
$697K +$6.03K +162 +0.9%
LI
69
LVZ Inc
Michigan
$670K +$439K +11,785 +190%
CIBC Asset Management
70
CIBC Asset Management
Ontario, Canada
$606K +$606K +16,280 New
KFS
71
KMS Financial Services
Washington
$496K -$170K -4,557 -25%
AEPG
72
American Economic Planning Group
New Jersey
$466K +$15.7K +422 +3%
CG
73
Colony Group
Massachusetts
$460K – – –
AWS
74
Aris Wealth Services
Pennsylvania
$401K +$70.6K +1,895 +21%
AT
75
Arden Trust
Delaware
$374K -$71.8K -1,930 -16%
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