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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 %
WA
126
WFG Advisors
Texas
$104K 2,557 -2,058 -45%
MFBTD
127
MB Financial Bank - Trust Department
Illinois
$101K 2,500 -2,500 -50%
NPC
128
National Planning Corporation
California
$100K 2,471 +2,471 New
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K 1,631,565 +1,373,145 +531%
JFGIW
130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K 1,535 – –
Creative Planning
131
Creative Planning
Kansas
$61K 1,508 +500 +50%
GI
132
Gradient Investments
Minnesota
$57K 1,408 – –
DADC
133
D.A. Davidson & Co
Montana
$52K 1,303 – –
CC
134
Cassaday & Co
Virginia
$52K 1,292 +1,292 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$37K 910 +910 New
Lazard Asset Management
136
Lazard Asset Management
New York
$30K 752 +752 New
SF
137
Synovus Financial
Georgia
$28K 700 – –
WTB
138
Washington Trust Bank
Washington
$19K 463 +463 New
AIP
139
Ameritas Investment Partners
Nebraska
$16K 415 +415 New
VAM
140
Visionary Asset Management
Texas
$9K 230 +230 New
SSB
141
Sandy Spring Bank
Maryland
$6K 141 – –
TFA
142
Transamerica Financial Advisors
Florida
$4K 90 -15 -14%
AC
143
Alexandria Capital
Virginia
$4K 91 – –
M
144
MOTCO
Texas
$3K 72 +72 New
BRWA
145
B. Riley Wealth Advisors
Florida
$1.81K 44,780 -7,898 -15%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– – -43,319 Closed
VF
147
Virtu Financial
New York
– – -21,093 Closed
CG
148
Colony Group
Massachusetts
– – -12,414 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– – -6,716 Closed
FIG
150
Fusion Investment Group
Pennsylvania
– – -2,416 Closed
3 4 5
6
7