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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

85 hedge funds and large institutions have $805M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
2.76%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.36%
New
12
Increased
43
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3D Asset Management
Connecticut
$42.8M
2
NLI
2
Nippon Life Insurance
Japan
$20.8M
3
SR
3
Swiss Reinsurance
Switzerland
$14.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$10.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.43M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$1.04M
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$897K
5
Wells Fargo
5
Wells Fargo
California
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$234K 7,050 – –
ICAS
77
Investors Capital Advisory Services
Massachusetts
$231K 6,957 -2,836 -29%
Citigroup
78
Citigroup
New York
$193K 5,812 -90 -2%
NES
79
New England Securities
New York
$185K 5,580 +1,080 +24%
PTC
80
Private Trust Company
Ohio
$165K 4,963 +114 +2%
RFS
81
Rockefeller Financial Services
New York
$100K 3,000 +3,000 New
DADC
82
D.A. Davidson & Co
Montana
$48K 1,448 +117 +9%
SF
83
Synovus Financial
Georgia
$23K 700 -1,000 -59%
Creative Planning
84
Creative Planning
Kansas
$21K 625 +625 New
AC
85
Alexandria Capital
Virginia
$3K 91 – –
AGA
86
Accuvest Global Advisors
Utah
– – -298,050 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– – -287,245 Closed
MG
88
Mather Group
Illinois
– – -65,951 Closed
VF
89
Virtu Financial
New York
– – -34,537 Closed
SCM
90
Southport Capital Management
Tennessee
– – -13,100 Closed
Comerica Bank
91
Comerica Bank
Texas
– – -10,889 Closed
Two Sigma Advisers
92
Two Sigma Advisers
New York
– – -10,571 Closed
Bessemer Group
93
Bessemer Group
New Jersey
– – -4,200 Closed
FHC
94
First Heartland Consultants
Missouri
– – -4,073 Closed
Nomura Holdings
95
Nomura Holdings
Japan
– – -1,700 Closed
PFG
96
Pacific Financial Group
Washington
– – -574 Closed
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