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iShares MSCI USA Min Vol Factor ETF
USMV

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 %
TAM
126
Tocqueville Asset Management
New York
– – -2,421 Closed
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -1,500 Closed
IFA
128
Interactive Financial Advisors
Illinois
– – -2 Closed
2 3 4 5
6