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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

145 hedge funds and large institutions have $1.61B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+31
Holders Change %
+27.19%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
40
Increased
67
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56.6M
3
Bank of America
3
Bank of America
North Carolina
$151M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
Ameriprise
5
Ameriprise
Minnesota
$127M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$28.7M
2
3AM
2
3D Asset Management
Connecticut
$5.9M
3
CFA
3
Carroll Financial Associates
North Carolina
$16.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.54M
5
HPBT
5
High Point Bank & Trust
North Carolina
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
51
Geode Capital Management
Massachusetts
– – – –
AIG
52
American International Group
New York
$4.75M 117,456 +94,486 +411%
SG Americas Securities
53
SG Americas Securities
New York
$4.54M 112,220 -323,398 -74%
ASN
54
Advisory Services Network
Georgia
$4.5M 109,707 +109,707 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$4.3M 106,167 +45,957 +76%
Citigroup
56
Citigroup
New York
$4.15M 102,611 -103,043 -50%
SPC
57
Sigma Planning Corp
Michigan
$3.96M 97,929 +97,929 New
TCM
58
Tuttle Capital Management
Connecticut
$3.82M 94,409 +94,409 New
GI
59
Glovista Investments
New Jersey
$3.76M 92,750 +81,750 +743%
RA
60
RFG Advisory
Alabama
$3.11M 76,877 +76,877 New
BCI
61
Brinker Capital Investments
Pennsylvania
$3.07M 75,849 -9,949 -12%
DIP
62
DT Investment Partners
Pennsylvania
$3.05M 75,251 +1,549 +2%
BII
63
Bainco International Investors
Massachusetts
$2.93M 72,442 +1,017 +1%
JFG
64
JMG Financial Group
Illinois
$2.58M 63,767 +3,985 +7%
MFS
65
MSI Financial Services
Massachusetts
$2.55M 62,957 +32,755 +108%
GT
66
Glenmede Trust
Pennsylvania
$2.41M 59,577 +18,535 +45%
Jane Street
67
Jane Street
New York
$2.4M 59,388 +52,291 +737%
Stifel Financial
68
Stifel Financial
Missouri
$2.36M 58,260 +17,036 +41%
UCFA
69
United Capital Financial Advisors
Texas
$2.21M 54,491 +47,574 +688%
AT
70
Acadia Trust
Maine
$1.93M 47,763 +10,055 +27%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$1.87M 46,086 +695 +2%
MAA
72
Managed Account Advisors
New Jersey
$1.83M 45,092 +23,789 +112%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.79M 44,264 +406 +0.9%
PI
74
Placemark Investments
Illinois
$1.55M 38,333 +1,310 +4%
CS
75
Credit Suisse
Switzerland
$1.47M 36,357 +36,357 New
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