USMV icon

iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

114 hedge funds and large institutions have $1.14B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
3.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
16
Increased
49
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$79.5M
2
Ameriprise
2
Ameriprise
Minnesota
$97.1M
3
Wells Fargo
3
Wells Fargo
California
$45.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$17.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.02M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$24.6M
2
AIM
2
Astor Investment Management
Illinois
$8.13M
3
BlackRock
3
BlackRock
New York
$0
4
NPC
4
National Planning Corporation
California
$0
5
ICM
5
ICC Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$385K 10,230 +567 +6%
WTC
77
WhitTier Trust Company
Nevada
$378K 10,029 +150 +2%
AT
78
Arden Trust
Delaware
$376K 9,970 -81 -0.8%
LNB
79
Ledyard National Bank
$343K 9,100 -11,832 -57%
VFS
80
VSR Financial Services
Kansas
$327K 8,670 +597 +7%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$326K 8,653 – –
Axa
82
Axa
France
$324K 8,610 +300 +4%
AA
83
Ancora Advisors
Ohio
$318K 8,452 – –
WCM
84
Wisconsin Capital Management
Wisconsin
$310K 8,240 – –
ICAS
85
Investors Capital Advisory Services
Massachusetts
$304K 8,083 +28 +0.3%
AF
86
Allworth Financial
California
$296K 7,904 +7,904 New
PMG
87
ProVise Management Group
Florida
$289K 7,657 +5 +0.1%
HCA
88
Harbour Capital Advisors
Virginia
$276K 7,325 +7,325 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$269K 7,128 – –
Jane Street
90
Jane Street
New York
$267K 7,097 -27 -0.4%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$262K 6,950 – –
UCFA
92
United Capital Financial Advisors
Texas
$261K 6,917 +6,917 New
TRCT
93
Tower Research Capital (TRC)
New York
$253K 6,716 -21,935 -77%
LG
94
Laidlaw Group
New York
$250K 6,635 +35 +0.5%
NES
95
New England Securities
New York
$212K 5,620 +820 +17%
MA
96
MUFG Americas
New York
$188K 5,000 -265 -5%
CLOS
97
Compagnie Lombard Odier SCmA
Switzerland
$188K 5,000 – –
MFBTD
98
MB Financial Bank - Trust Department
Illinois
$187K 5,000 +2,500 +100%
WA
99
WFG Advisors
Texas
$174K 4,615 +2,495 +118%
PTC
100
Private Trust Company
Ohio
$97K 2,570 +84 +3%
2 3
4
5 6