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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 %
VAM
126
Visionary Asset Management
Texas
$387K 9,597 +9,597 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$376K 9,328 – –
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$376K 9,315 +9,315 New
BHB
129
Bank Hapoalim BM
Israel
$372K 9,230 -246,630 -96%
KA
130
Kovack Advisors
Florida
$369K 9,161 -653 -7%
AIM
131
Advantage Investment Management
Iowa
$365K 9,063 -2,037 -18%
SWP
132
Stratos Wealth Partners
Ohio
$354K 8,787 +1,379 +19%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$349K 8,663 – –
AA
134
Ancora Advisors
Ohio
$341K 8,452 +8,452 New
SS
135
Simplicity Solutions
Minnesota
$334K 8,285 +8,285 New
PMG
136
ProVise Management Group
Florida
$324K 8,038 -146 -2%
Axa
137
Axa
France
$298K 7,380 -1,730 -19%
HCA
138
Harbour Capital Advisors
Virginia
$295K 7,325 – –
LG
139
Laidlaw Group
New York
$295K 7,320 +105 +1%
William Blair & Company
140
William Blair & Company
Illinois
$283K 7,020 +320 +5%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$280K 6,950 – –
SWM
142
SVA Wealth Management
Wisconsin
$263K 6,520 -1,720 -21%
LNB
143
Ledyard National Bank
$247K 6,120 -1,300 -18%
DCM
144
Donaldson Capital Management
Indiana
$242K 5,995 +5,995 New
HPBT
145
High Point Bank & Trust
North Carolina
$232K 5,762 -46,506 -89%
APSP
146
Asset Planning Services (Pennsylvania)
Pennsylvania
$230K 5,698 +5,698 New
NFA
147
Nationwide Fund Advisors
Ohio
$227K 5,620 – –
PTC
148
Private Trust Company
Ohio
$226K 5,628 – –
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$226K 5,600 +5,600 New
CAM
150
Concorde Asset Management
Michigan
$224K 5,555 +5,555 New
4 5
6
7 8