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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

170 hedge funds and large institutions have $2.31B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.7%
New
32
Increased
74
Reduced
37
Closed
12
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
-$359K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
CFA
4
Carroll Financial Associates
North Carolina
$57.1M
5
AIM
5
Astor Investment Management
Illinois
$31.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BG
2
BlackRock Group
United Kingdom
$45.5M
3
State Street
3
State Street
Massachusetts
$145M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
Stringer Asset Management
Tennessee
$6.31M 156,472 +156,472 New
HP
52
HT Partners
Connecticut
$5.72M 140,786 +36 +0%
3AM
53
3D Asset Management
Connecticut
$5.3M 131,435 -8,690 -6%
Geode Capital Management
54
Geode Capital Management
Massachusetts
– – – –
ASN
55
Advisory Services Network
Georgia
$4.89M 119,884 -4,201 -3%
MFS
56
MSI Financial Services
Massachusetts
$4.87M 120,835 +18,916 +19%
SPC
57
Sigma Planning Corp
Michigan
$4.66M 115,577 -4,039 -3%
SG Americas Securities
58
SG Americas Securities
New York
$4.53M 112,220 – –
TCM
59
TD Capital Management
Tennessee
$4.52M 112,014 +95,908 +595%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$4.5M 111,531 +111,531 New
DMC
61
Drexel Morgan & Co
Pennsylvania
$4.48M 111,201 -4,235 -4%
BA
62
BlackRock Advisors
Delaware
$4.43M 109,807 +109,807 New
Citigroup
63
Citigroup
New York
$4.38M 108,605 +6,934 +7%
IFWM
64
Institute for Wealth Management
Colorado
$4.12M 102,238 +102,238 New
GI
65
Glovista Investments
New Jersey
$3.98M 98,580 -4,670 -5%
FWP
66
FAS Wealth Partners
Kansas
$3.72M 92,205 +92,205 New
DIP
67
DT Investment Partners
Pennsylvania
$3.69M 91,389 +4,288 +5%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$3.65M 90,272 +4,323 +5%
CWA
69
Cypress Wealth Advisors
California
$3.6M 89,364 +89,364 New
BII
70
Bainco International Investors
Massachusetts
$3.51M 86,926 +10,532 +14%
TRCT
71
Tower Research Capital (TRC)
New York
$3.37M 83,674 +16,586 +25%
BlackRock
72
BlackRock
New York
$3.02M 74,935 +11,557 +18%
BIM
73
BlackRock Investment Management
Delaware
$2.89M 71,714 +16,657 +30%
JFG
74
JMG Financial Group
Illinois
$2.73M 67,573 +6,766 +11%
BRWA
75
B. Riley Wealth Advisors
Florida
$2.68M 66,353 +7 +0%
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