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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 %
AIP
176
Ameritas Investment Partners
Nebraska
$13K 335 – –
CTC
177
Central Trust Company
Missouri
$8K 198 +198 New
AA
178
AlphaMark Advisors
Kentucky
$6K 140 +140 New
LFR
179
Lehman Financial Resources
Pennsylvania
$6K 160 +160 New
AC
180
Alexandria Capital
Virginia
$4K 91 – –
BCM
181
Brookstone Capital Management
Illinois
$3K 69 -45 -39%
M
182
MOTCO
Texas
$3K 72 – –
MP
183
Manifold Partners
California
$3K 70 +70 New
TFA
184
Transamerica Financial Advisors
Florida
$1K 1 -88 -99%
CSIA
185
Charles Schwab Investment Advisory
California
– – -2,079,853 Closed
BA
186
BlackRock Advisors
Delaware
– – -109,807 Closed
TRCT
187
Tower Research Capital (TRC)
New York
– – -83,674 Closed
CS
188
Comerica Securities
Michigan
– – -51,108 Closed
HH
189
Hilltop Holdings
Texas
– – -38,320 Closed
SAMT
190
Select Asset Management & Trust
Pennsylvania
– – -37,160 Closed
HF
191
HRT Financial
New York
– – -35,743 Closed
VF
192
Virtu Financial
New York
– – -19,924 Closed
KA
193
Kovack Advisors
Florida
– – -9,161 Closed
SWM
194
SVA Wealth Management
Wisconsin
– – -6,520 Closed
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
– – -5,000 Closed
FANJ
196
Financial Architects (New Jersey)
New Jersey
– – -4,543 Closed
W
197
Wealthfront
California
– – -44 Closed
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$0 1 – –
4 5 6 7
8