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iShares MSCI USA Min Vol Factor ETF
USMV

84 hedge funds and large institutions have $765M invested in iShares MSCI USA Min Vol Factor ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

21.77% more ownership

Funds ownership: 0% → 21.77% (+22%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
Allstate Corporation
Illinois
$124M +$126M +3,803,459 New
Bank of America
2
Bank of America
North Carolina
$112M +$114M +3,428,897 New
AUIM
3
Aegon USA Investment Management
Iowa
$86.1M +$87.8M +2,642,332 New
Morgan Stanley
4
Morgan Stanley
New York
$80M +$81.6M +2,455,836 New
BG
5
BlackRock Group
United Kingdom
$39.6M +$40.4M +1,216,162 New
Wells Fargo
6
Wells Fargo
California
$26.3M +$26.8M +807,169 New
NA
7
Nottingham Advisors
New York
$22.8M +$23.2M +699,002 New
BCI
8
Brinker Capital Investments
Pennsylvania
$20.8M +$21.2M +637,591 New
S
9
SignatureFD
Georgia
$20.2M +$20.6M +620,620 New
LPT
10
Legacy Private Trust
Wisconsin
$20M +$20.4M +615,017 New
CAN
11
Cetera Advisor Networks
California
$18.4M +$18.8M +564,903 New
U
12
UBS
Switzerland
$17.3M +$17.6M +529,788 New
AI
13
Atria Investments
North Carolina
$12.4M +$12.6M +379,752 New
EK
14
Evensky & Katz
Florida
$10.4M +$10.6M +319,809 New
HPBT
15
High Point Bank & Trust
North Carolina
$10.3M +$10.5M +315,171 New
JP Morgan Chase
16
JP Morgan Chase
New York
$9.99M +$10.2M +306,837 New
AGA
17
Accuvest Global Advisors
Utah
$9.71M +$9.91M +298,050 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$9.36M +$9.55M +287,245 New
CFS
19
Community Financial System
New York
$8.22M +$8.39M +252,420 New
LPL Financial
20
LPL Financial
California
$7.9M +$8.06M +242,601 New
Ameriprise
21
Ameriprise
Minnesota
$7.55M +$7.15M +215,072 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.84M +$6.98M +209,897 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.59M +$5.7M +171,495 New
TF
24
Tompkins Financial
New York
$5.3M +$5.42M +162,926 New
BlackRock
25
BlackRock
New York
$5.02M +$5.12M +154,000 New
1
2 3 4

USMV Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q2 2013, worth a combined $765M.

Buyers outnumbered sellers: 84 funds opened new USMV positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $765M of iShares MSCI USA Min Vol Factor ETF stock for Q2 2013.
  • 84 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.