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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 %
AL
101
Aspiriant LLC
California
$1.09M 27,090 +3,246 +14%
EC
102
Estate Counselors
Wisconsin
$1.07M 26,420 – –
M&T Bank
103
M&T Bank
New York
$872K 21,623 +9,786 +83%
FFA
104
Fragasso Financial Advisors
Pennsylvania
$869K 21,562 +2,247 +12%
RFC
105
Regions Financial Corp
Alabama
$852K 21,128 +800 +4%
VF
106
Virtu Financial
New York
$803K 19,924 +19,924 New
PAS
107
Park Avenue Securities
New York
$797K 19,533 +19,533 New
HF
108
Hoxton Financial
West Virginia
$794K 19,690 -2,507 -11%
CCMG
109
Clark Capital Management Group
Pennsylvania
$789K 19,558 -6,077 -24%
AWS
110
Aris Wealth Services
Pennsylvania
$767K 19,021 +163 +0.9%
CCFCSB
111
Cape Cod Five Cents Savings Bank
Massachusetts
$727K 18,043 -1,552 -8%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$704K 17,459 -73,790 -81%
CWM
113
Concert Wealth Management
California
$664K 16,456 +16,456 New
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K 15,675 +4,878 +45%
AEPG
115
American Economic Planning Group
New Jersey
$594K 14,732 +213 +1%
CCG
116
Cypress Capital Group
Florida
$581K 14,407 – –
Brown Advisory
117
Brown Advisory
Maryland
$560K 13,883 – –
MIAN
118
Mariner Independent Advisor Network
Kansas
$533K 13,214 +13,214 New
JG
119
Jefferies Group
New York
$491K 12,180 +12,180 New
FI
120
FormulaFolio Investments
Michigan
$472K 11,712 +11,712 New
CC
121
Courier Capital
New York
$444K 11,008 +325 +3%
ACM
122
Argentus Capital Management
Texas
$435K 10,788 +10,788 New
ICAS
123
Investors Capital Advisory Services
Massachusetts
$407K 10,105 +260 +3%
WTC
124
WhitTier Trust Company
Nevada
$399K 9,905 – –
PFS
125
Prospera Financial Services
Texas
$394K 9,781 +9,781 New
3 4
5
6 7