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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

145 hedge funds and large institutions have $1.61B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+31
Holders Change %
+27.19%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
40
Increased
67
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56.6M
3
Bank of America
3
Bank of America
North Carolina
$151M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
Ameriprise
5
Ameriprise
Minnesota
$127M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$28.7M
2
3AM
2
3D Asset Management
Connecticut
$5.9M
3
CFA
3
Carroll Financial Associates
North Carolina
$16.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.54M
5
HPBT
5
High Point Bank & Trust
North Carolina
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
AT
101
Arden Trust
Delaware
$402K 9,938 -32 -0.3%
VFS
102
VSR Financial Services
Kansas
$399K 9,858 +1,188 +14%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$370K 9,142 +489 +6%
Axa
104
Axa
France
$369K 9,110 +500 +6%
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$363K 8,956 +8,956 New
LNB
106
Ledyard National Bank
$354K 8,760 -340 -4%
CC
107
Courier Capital
New York
$349K 8,633 +8,633 New
AA
108
Ancora Advisors
Ohio
$342K 8,452 – –
WCM
109
Wisconsin Capital Management
Wisconsin
$334K 8,240 – –
ICAS
110
Investors Capital Advisory Services
Massachusetts
$327K 8,083 – –
PMG
111
ProVise Management Group
Florida
$319K 7,881 +224 +3%
BHB
112
Bank Hapoalim BM
Israel
$316K 7,800 +5,360 +220%
HPBT
113
High Point Bank & Trust
North Carolina
$312K 7,707 -316,907 -98%
NFG
114
Next Financial Group
Texas
$301K 7,431 +4,965 +201%
HCA
115
Harbour Capital Advisors
Virginia
$297K 7,325 – –
SIA
116
Stancorp Investment Advisers
Oregon
$292K 7,223 +7,223 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$289K 7,128 – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$281K 6,950 – –
LG
119
Laidlaw Group
New York
$277K 6,850 +215 +3%
PJSIMP
120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K 6,160 +6,160 New
AIM
121
Advantage Investment Management
Iowa
$248K 6,115 +6,115 New
NES
122
New England Securities
New York
$235K 5,800 +180 +3%
PTC
123
Private Trust Company
Ohio
$206K 5,097 +2,527 +98%
CLOS
124
Compagnie Lombard Odier SCmA
Switzerland
$202K 5,000 – –
MA
125
MUFG Americas
New York
$202K 5,000 – –
3 4
5
6 7