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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

170 hedge funds and large institutions have $2.31B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.7%
New
32
Increased
74
Reduced
37
Closed
12
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
-$359K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
CFA
4
Carroll Financial Associates
North Carolina
$57.1M
5
AIM
5
Astor Investment Management
Illinois
$31.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BG
2
BlackRock Group
United Kingdom
$45.5M
3
State Street
3
State Street
Massachusetts
$145M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$2.5M 61,936 +5,084 +9%
Jane Street
77
Jane Street
New York
$2.46M 61,016 +61,016 New
GT
78
Glenmede Trust
Pennsylvania
$2.33M 57,752 -1,425 -2%
Stifel Financial
79
Stifel Financial
Missouri
$2.27M 56,321 -361 -0.6%
CS
80
Comerica Securities
Michigan
$2.06M 51,108 -604 -1%
VC
81
Vicus Capital
Pennsylvania
$2.02M 50,191 +1,503 +3%
LI
82
LVZ Inc
Michigan
$1.85M 44,344 +14,329 +48%
HighTower Advisors
83
HighTower Advisors
Illinois
$1.84M 45,564 +1,195 +3%
AF
84
Allworth Financial
California
$1.69M 41,847 +7,838 +23%
HH
85
Hilltop Holdings
Texas
$1.55M 38,320 +38,320 New
SAMT
86
Select Asset Management & Trust
Pennsylvania
$1.5M 37,160 -61,995 -63%
Lazard Asset Management
87
Lazard Asset Management
New York
$1.47M 36,545 +15 +0%
BCI
88
Brinker Capital Investments
Pennsylvania
$1.47M 36,322 – –
HF
89
HRT Financial
New York
$1.44M 35,743 +35,743 New
TWA
90
Tillar-Wenstrup Advisors
Ohio
$1.42M 35,159 +35,159 New
PAG
91
Private Advisor Group
New Jersey
$1.41M 35,019 +8,026 +30%
AIA
92
AIMZ Investment Advisors
California
$1.33M 32,900 – –
PAS
93
Partnervest Advisory Services
California
$1.33M 32,867 +7,862 +31%
FT
94
Fiduciary Trust
Massachusetts
$1.29M 32,100 – –
KA
95
Klingman & Associates
New York
$1.28M 31,661 – –
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$1.23M 30,461 -22,895 -43%
TNBTD
97
Trustmark National Bank Trust Department
Mississippi
$1.22M 30,224 -5,604 -16%
ICOA
98
Investment Centers of America
North Dakota
$1.21M 30,042 +2,361 +9%
BA
99
Boston Advisors
Massachusetts
$1.21M 29,963 -1,259 -4%
PRCM
100
Pine River Capital Management
Minnesota
$1.12M 27,838 +27,838 New
2 3
4
5 6