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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

103 hedge funds and large institutions have $952M invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.98%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
19
Increased
30
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$24.5M
2
CIA
Choate Investment Advisors
Massachusetts
+$17.9M
3
Citigroup
Citigroup
New York
+$3.61M
4
CFA
Carroll Financial Associates
North Carolina
+$3.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.52M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$18.6M
2
Bank of America
Bank of America
North Carolina
-$17.2M
3
SR
Swiss Reinsurance
Switzerland
-$10.5M
4
Morgan Stanley
Morgan Stanley
New York
-$7.94M
5
BlackRock
BlackRock
New York
-$7.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Allstate Corporation
Illinois
$163M – – –
Bank of America
2
Bank of America
North Carolina
$101M -$17.2M -476,712 -15%
Morgan Stanley
3
Morgan Stanley
New York
$68.8M -$7.94M -220,330 -10%
Ameriprise
4
Ameriprise
Minnesota
$49.5M +$24.5M +681,484 +98%
3AM
5
3D Asset Management
Connecticut
$47.3M -$827K -22,930 -2%
BG
6
BlackRock Group
United Kingdom
$43.8M – – –
AWA
7
ARS Wealth Advisors
Florida
$35M +$2M +55,520 +6%
CFA
8
Carroll Financial Associates
North Carolina
$28.6M +$3.38M +93,847 +13%
CAN
9
Cetera Advisor Networks
California
$28.1M +$1.92M +53,338 +7%
CIA
10
Choate Investment Advisors
Massachusetts
$27.4M +$17.9M +495,936 +189%
S
11
SignatureFD
Georgia
$23.6M -$1.42M -39,435 -6%
NLI
12
Nippon Life Insurance
Japan
$22.6M – – –
NA
13
Nottingham Advisors
New York
$22.1M -$5.92M -164,188 -21%
Wells Fargo
14
Wells Fargo
California
$21.1M -$4.6M -127,530 -18%
LPT
15
Legacy Private Trust
Wisconsin
$18.7M -$3.03M -84,120 -14%
U
16
UBS
Switzerland
$16.5M -$5.97M -165,609 -27%
AI
17
Atria Investments
North Carolina
$15.8M -$1.03M -28,434 -6%
AIM
18
Astor Investment Management
Illinois
$15.5M +$15.5M +430,539 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.4M +$2.46M +68,146 +22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$12.6M +$1.56M +43,348 +14%
LPL Financial
21
LPL Financial
California
$12.4M +$1.2M +33,383 +11%
EK
22
Evensky & Katz
Florida
$12.2M -$20.8K -577 -0.2%
HPBT
23
High Point Bank & Trust
North Carolina
$9.81M -$75.3K -2,090 -0.8%
PPA
24
Parametric Portfolio Associates
Washington
$9.67M +$2.12M +58,671 +28%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.1M -$206K -5,708 -2%
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