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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

114 hedge funds and large institutions have $1.14B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
3.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
16
Increased
49
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$79.5M
2
Ameriprise
2
Ameriprise
Minnesota
$97.1M
3
Wells Fargo
3
Wells Fargo
California
$45.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$17.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.02M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$24.6M
2
AIM
2
Astor Investment Management
Illinois
$8.13M
3
BlackRock
3
BlackRock
New York
$0
4
NPC
4
National Planning Corporation
California
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.63M 43,319 +43,319 New
Stifel Financial
52
Stifel Financial
Missouri
$1.55M 41,224 -2,011 -5%
GT
53
Glenmede Trust
Pennsylvania
$1.55M 41,042 – –
AT
54
Acadia Trust
Maine
$1.42M 37,708 +37,708 New
PI
55
Placemark Investments
Illinois
$1.39M 37,023 -10,347 -22%
FT
56
Fiduciary Trust
Massachusetts
$1.17M 31,000 – –
MFS
57
MSI Financial Services
Massachusetts
$1.14M 30,202 +5,395 +22%
LI
58
LVZ Inc
Michigan
$985K 26,150 +8,161 +45%
BIM
59
BlackRock Investment Management
Delaware
$965K 25,618 -3,230 -11%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$882K 23,374 +23,374 New
AIG
61
American International Group
New York
$866K 22,970 +2,120 +10%
MAA
62
Managed Account Advisors
New Jersey
$803K 21,303 -166 -0.8%
VF
63
Virtu Financial
New York
$795K 21,093 -8,539 -29%
RFC
64
Regions Financial Corp
Alabama
$754K 20,000 -825 -4%
PAS
65
Partnervest Advisory Services
California
$745K 19,771 +1,057 +6%
ACM
66
Aviance Capital Management
Florida
$699K 18,559 -14,023 -43%
CIBC Asset Management
67
CIBC Asset Management
Ontario, Canada
$679K 18,020 +1,740 +11%
AWS
68
Aris Wealth Services
Pennsylvania
$559K 14,823 +4,052 +38%
PAG
69
Private Advisor Group
New Jersey
$548K 14,539 +4,514 +45%
KFS
70
KMS Financial Services
Washington
$505K 13,382 +54 +0.4%
CG
71
Colony Group
Massachusetts
$468K 12,414 +64 +0.5%
AEPG
72
American Economic Planning Group
New Jersey
$452K 11,986 -525 -4%
M&T Bank
73
M&T Bank
New York
$435K 11,547 +11,547 New
GI
74
Glovista Investments
New Jersey
$414K 11,000 +5,200 +90%
Brown Advisory
75
Brown Advisory
Maryland
$406K 10,768 +10,768 New
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