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iShares MSCI USA Min Vol Factor ETF
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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 %
NFG
101
Next Financial Group
Texas
$93K 2,466 +2,466 New
BHB
102
Bank Hapoalim BM
Israel
$92K 2,440 – –
FIG
103
Fusion Investment Group
Pennsylvania
$91K 2,416 +2,416 New
JFGIW
104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K 1,535 +1,535 New
GI
105
Gradient Investments
Minnesota
$53K 1,408 – –
HF
106
Hoxton Financial
West Virginia
$51K 1,350 – –
DADC
107
D.A. Davidson & Co
Montana
$49K 1,303 -145 -10%
JAM
108
JCIC Asset Management
Ontario, Canada
$47K 1,250 +1,250 New
Creative Planning
109
Creative Planning
Kansas
$38K 1,008 -2,200 -69%
SF
110
Synovus Financial
Georgia
$26K 700 – –
RIA
111
Regal Investment Advisors
Michigan
$15K 400 +400 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.74K 258,420 +258,420 New
SSB
113
Sandy Spring Bank
Maryland
$5K 141 – –
TFA
114
Transamerica Financial Advisors
Florida
$4K 105 -35,565 -100%
AC
115
Alexandria Capital
Virginia
$3K 91 – –
BlackRock
116
BlackRock
New York
– – -219,376 Closed
NPC
117
National Planning Corporation
California
– – -137,503 Closed
ICM
118
ICC Capital Management
Florida
– – -120,000 Closed
CS
119
Comerica Securities
Michigan
– – -46,591 Closed
AUIM
120
Aegon USA Investment Management
Iowa
– – -27,736 Closed
Citadel Advisors
121
Citadel Advisors
Florida
– – -9,630 Closed
VAM
122
Visionary Asset Management
Texas
– – -7,505 Closed
CWM
123
Concert Wealth Management
California
– – -5,777 Closed
CS
124
Credit Suisse
Switzerland
– – -5,756 Closed
CC
125
Courier Capital
New York
– – -5,073 Closed
2 3 4
5
6