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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

152 hedge funds and large institutions have $2.03B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
4.05%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
27
Increased
77
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$58.9M
2
Wells Fargo
Wells Fargo
California
+$56M
3
USAA
United Services Automobile Association
Texas
+$32.3M
4
BG
BlackRock Group
United Kingdom
+$31.4M
5
CIA
Choate Investment Advisors
Massachusetts
+$29.2M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$16.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$15M
3
SAMT
Select Asset Management & Trust
Pennsylvania
-$13.8M
4
BAAM
Baker Avenue Asset Management
California
-$11.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$5.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Aviance Capital Management
Florida
$2.34M +$1.19M +28,794 +104%
BIM
77
BlackRock Investment Management
Delaware
$2.27M +$827K +20,044 +57%
Bank of Nova Scotia
78
Bank of Nova Scotia
Ontario, Canada
$2.21M +$1.09M +26,371 +98%
AT
79
Acadia Trust
Maine
$2.17M +$203K +4,927 +10%
HPBT
80
High Point Bank & Trust
North Carolina
$2.16M +$1.84M +44,561 +578%
CS
81
Comerica Securities
Michigan
$2.13M +$2.13M +51,712 New
HighTower Advisors
82
HighTower Advisors
Illinois
$1.83M +$4.33K +105 +0.2%
Lazard Asset Management
83
Lazard Asset Management
New York
$1.51M +$1.48M +35,778 +4,758%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.5M -$1.63M -39,527 -52%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$1.48M +$1.11M +26,872 +300%
AF
86
Allworth Financial
California
$1.4M +$472K +11,430 +51%
CA
87
Cetera Advisors
Colorado
$1.4M +$1.4M +33,908 New
AIA
88
AIMZ Investment Advisors
California
$1.36M – – –
PFG
89
Pacific Financial Group
Washington
$1.35M +$1.35M +32,636 New
FT
90
Fiduciary Trust
Massachusetts
$1.32M +$45.4K +1,100 +4%
KA
91
Klingman & Associates
New York
$1.31M +$387K +9,370 +42%
BA
92
Boston Advisors
Massachusetts
$1.29M -$207K -5,027 -14%
RA
93
RFG Advisory
Alabama
$1.27M -$1.89M -45,996 -60%
LI
94
LVZ Inc
Michigan
$1.24M +$183K +4,426 +17%
ICOA
95
Investment Centers of America
North Dakota
$1.14M +$1.14M +27,681 New
PAG
96
Private Advisor Group
New Jersey
$1.11M +$41.6K +1,009 +4%
EC
97
Estate Counselors
Wisconsin
$1.09M +$1.09M +26,420 New
CCMG
98
Clark Capital Management Group
Pennsylvania
$1.06M -$15M -362,932 -93%
PAS
99
Partnervest Advisory Services
California
$1.03M +$62.8K +1,521 +6%
AL
100
Aspiriant LLC
California
$984K -$413 -10 -0%
2 3
4
5 6