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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

184 hedge funds and large institutions have $2.81B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
5.14%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.87%
New
29
Increased
89
Reduced
46
Closed
13
Calls
–
Puts
$555K
Net Calls
-$555K
Net Calls Change
-$196K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$315M
2
Wells Fargo
2
Wells Fargo
California
$198M
3
FWP
3
FAS Wealth Partners
Kansas
$42.3M
4
QI
4
QS Investors
New York
$35M
5
USAA
5
United Services Automobile Association
Texas
$68.9M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.2M
3
LI
3
LVZ Inc
Michigan
$1.25M
4
CG
4
Colony Group
Massachusetts
$4.43M
5
HP
5
HT Partners
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$550K 13,883 – –
JG
127
Jefferies Group
New York
$482K 12,180 – –
KeyBank National Association
128
KeyBank National Association
Ohio
$477K 12,037 +12,037 New
FAAS
129
First Allied Advisory Services
California
$472K 12,025 +12,025 New
CCFCSB
130
Cape Cod Five Cents Savings Bank
Massachusetts
$439K 11,098 -6,945 -38%
BHB
131
Bank Hapoalim BM
Israel
$439K 450,000 +440,770 +4,775%
PL
132
Parkwood LLC
Ohio
$435K 11,000 +11,000 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$419K 10,578 +1,250 +13%
CAM
134
Concorde Asset Management
Michigan
$402K 10,168 +4,613 +83%
ICAS
135
Investors Capital Advisory Services
Massachusetts
$400K 10,105 – –
MCM
136
MV Capital Management
Maryland
$397K 10,040 +10,040 New
WTC
137
WhitTier Trust Company
Nevada
$375K 9,483 -422 -4%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$374K 9,438 +775 +9%
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$371K 9,377 +62 +0.7%
NFG
140
Next Financial Group
Texas
$367K 9,286 +5,708 +160%
PMG
141
ProVise Management Group
Florida
$350K 8,838 +800 +10%
PFS
142
Prospera Financial Services
Texas
$348K 8,781 -1,000 -10%
FI
143
FormulaFolio Investments
Michigan
$345K 8,705 -3,007 -26%
AA
144
Ancora Advisors
Ohio
$335K 8,452 – –
PTC
145
Private Trust Company
Ohio
$310K 7,851 +2,223 +39%
ERIM
146
Eagle Ridge Investment Management
Connecticut
$303K 7,650 +7,650 New
William Blair & Company
147
William Blair & Company
Illinois
$300K 7,580 +560 +8%
HCA
148
Harbour Capital Advisors
Virginia
$290K 7,325 – –
DCM
149
Donaldson Capital Management
Indiana
$288K 7,265 +1,270 +21%
Axa
150
Axa
France
$284K 7,180 -200 -3%
4 5
6
7 8