USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

95 hedge funds and large institutions have $962M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.76%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
16
Increased
41
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
ARS Wealth Advisors
Florida
$32.5M
2
AC
2
Allstate Corporation
Illinois
$160M
3
Ameriprise
3
Ameriprise
Minnesota
$24.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$21.9M
5
CIA
5
Choate Investment Advisors
Massachusetts
$9.33M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$4.65M
2
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
3
TRCT
3
Tower Research Capital (TRC)
New York
$959K
4
IFA
4
Interactive Financial Advisors
Illinois
$635K
5
DS
5
DRW Securities
Illinois
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
76
Wisconsin Capital Management
Wisconsin
$300K 8,440 -3,800 -31%
AA
77
Ancora Advisors
Ohio
$300K 8,452 – –
PMG
78
ProVise Management Group
Florida
$296K 8,343 +203 +2%
AWS
79
Aris Wealth Services
Pennsylvania
$265K 7,471 +7,471 New
ICAS
80
Investors Capital Advisory Services
Massachusetts
$262K 7,403 +446 +6%
HCA
81
Harbour Capital Advisors
Virginia
$260K 7,325 -200 -3%
Axa
82
Axa
France
$252K 7,090 +7,090 New
VFS
83
VSR Financial Services
Kansas
$242K 6,812 +6,812 New
Citigroup
84
Citigroup
New York
$230K 6,491 +679 +12%
ACM
85
Aviance Capital Management
Florida
$226K 6,377 +6,377 New
BFS
86
Bradley Foster & Sargent
Connecticut
$212K 5,965 -2,960 -33%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$211K 5,950 +5,950 New
NES
88
New England Securities
New York
$197K 5,550 -30 -0.5%
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$178K 5,000 +5,000 New
PTC
90
Private Trust Company
Ohio
$142K 4,014 -949 -19%
DADC
91
D.A. Davidson & Co
Montana
$51K 1,448 – –
HF
92
Hoxton Financial
West Virginia
$48K 1,350 +1,350 New
SF
93
Synovus Financial
Georgia
$25K 700 – –
Creative Planning
94
Creative Planning
Kansas
$21K 600 -25 -4%
AC
95
Alexandria Capital
Virginia
$3K 91 – –
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
– – -55,923 Closed
B
97
Baird
Wisconsin
– – -49,445 Closed
WCM
98
Weatherstone Capital Management
Colorado
– – -37,215 Closed
RFS
99
Rockefeller Financial Services
New York
– – -3,000 Closed
1 2 3
4