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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

111 hedge funds and large institutions have $1.08B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
16
Increased
46
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$30.3M
2
Ameriprise
Ameriprise
Minnesota
+$25.7M
3
SG Americas Securities
SG Americas Securities
New York
+$8.56M
4
Wells Fargo
Wells Fargo
California
+$5.35M
5
CFA
Carroll Financial Associates
North Carolina
+$4.99M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$9.67M
2
SR
Swiss Reinsurance
Switzerland
-$5.41M
3
NA
Nottingham Advisors
New York
-$4.73M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.52M
5
LPT
Legacy Private Trust
Wisconsin
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$373K +$128K +3,445 +52%
WTC
77
WhitTier Trust Company
Nevada
$368K +$3.73K +100 +1%
Deutsche Bank
78
Deutsche Bank
Germany
$359K +$359K +9,663 New
Citadel Advisors
79
Citadel Advisors
Florida
$358K +$358K +9,630 New
RCAG
80
Rehmann Capital Advisory Group
Michigan
$322K – – –
AA
81
Ancora Advisors
Ohio
$315K – – –
Axa
82
Axa
France
$309K +$45.4K +1,220 +17%
WCM
83
Wisconsin Capital Management
Wisconsin
$307K -$11.2K -300 -4%
VFS
84
VSR Financial Services
Kansas
$300K +$42.2K +1,135 +16%
ICAS
85
Investors Capital Advisory Services
Massachusetts
$299K – – –
PMG
86
ProVise Management Group
Florida
$285K -$35.2K -944 -11%
VAM
87
Visionary Asset Management
Texas
$279K -$74.9K -2,015 -21%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$265K – – –
Jane Street
89
Jane Street
New York
$265K +$265K +7,124 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$259K -$48.4K -1,300 -16%
LG
91
Laidlaw Group
New York
$246K +$20.5K +550 +9%
GI
92
Glovista Investments
New Jersey
$216K – – –
CS
93
Credit Suisse
Switzerland
$214K +$214K +5,756 New
CWM
94
Concert Wealth Management
California
$203K -$35 -1 -0%
MA
95
MUFG Americas
New York
$196K -$75K -2,015 -28%
CC
96
Courier Capital
New York
$189K +$189K +5,073 New
CLOS
97
Compagnie Lombard Odier SCmA
Switzerland
$186K – – –
NES
98
New England Securities
New York
$179K -$3.73K -100 -2%
Creative Planning
99
Creative Planning
Kansas
$119K +$119K +3,208 New
PTC
100
Private Trust Company
Ohio
$93K -$57.2K -1,528 -38%
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