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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 %
MFBTD
101
MB Financial Bank - Trust Department
Illinois
$93K +$93K +2,500 New
BHB
102
Bank Hapoalim BM
Israel
$90K – – –
TAM
103
Tocqueville Asset Management
New York
$90K +$90K +2,421 New
WA
104
WFG Advisors
Texas
$79K +$48.4K +1,300 +159%
LWCFA
105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$56K +1,500 New
DADC
106
D.A. Davidson & Co
Montana
$53K – – –
GI
107
Gradient Investments
Minnesota
$52K +$52K +1,408 New
HF
108
Hoxton Financial
West Virginia
$50K – – –
SF
109
Synovus Financial
Georgia
$26K – – –
SSB
110
Sandy Spring Bank
Maryland
$5K – – –
AC
111
Alexandria Capital
Virginia
$3K – – –
PPA
112
Parametric Portfolio Associates
Washington
– -$9.67M -268,209 Closed
SR
113
Swiss Reinsurance
Switzerland
– -$5.41M -150,000 Closed
Fidelity Investments
114
Fidelity Investments
Massachusetts
– -$2.52M -69,987 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$543K -15,056 Closed
PJSIMP
116
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$268K -7,426 Closed
HCA
117
Harbour Capital Advisors
Virginia
– -$264K -7,325 Closed
QLMGAA
118
QS Legg Mason Global Asset Allocation
New York
– -$102K -2,814 Closed
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
– -$13K -362 Closed
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