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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

111 hedge funds and large institutions have $1.08B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
3.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
16
Increased
46
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$30.3M
2
Ameriprise
Ameriprise
Minnesota
+$25.7M
3
SG Americas Securities
SG Americas Securities
New York
+$8.56M
4
Wells Fargo
Wells Fargo
California
+$5.35M
5
CFA
Carroll Financial Associates
North Carolina
+$4.99M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$9.67M
2
SR
Swiss Reinsurance
Switzerland
-$5.41M
3
NA
Nottingham Advisors
New York
-$4.73M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.52M
5
LPT
Legacy Private Trust
Wisconsin
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1
Allstate Corporation
Illinois
$168M – – –
Bank of America
2
Bank of America
North Carolina
$108M +$4.51M +121,175 +4%
Ameriprise
3
Ameriprise
Minnesota
$76.8M +$25.7M +691,415 +50%
Morgan Stanley
4
Morgan Stanley
New York
$72.7M +$1.73M +46,402 +2%
CIA
5
Choate Investment Advisors
Massachusetts
$58.6M +$30.3M +815,358 +107%
3AM
6
3D Asset Management
Connecticut
$50.5M +$1.67M +44,794 +3%
BG
7
BlackRock Group
United Kingdom
$47.2M +$1.97M +52,982 +4%
AWA
8
ARS Wealth Advisors
Florida
$39M +$2.84M +76,295 +8%
CFA
9
Carroll Financial Associates
North Carolina
$34.6M +$4.99M +134,141 +17%
CAN
10
Cetera Advisor Networks
California
$29.7M +$650K +17,489 +2%
Wells Fargo
11
Wells Fargo
California
$27.1M +$5.35M +143,841 +25%
NLI
12
Nippon Life Insurance
Japan
$23.3M – – –
S
13
SignatureFD
Georgia
$23.1M -$1.31M -35,327 -5%
AIM
14
Astor Investment Management
Illinois
$19.9M +$3.83M +102,979 +24%
U
15
UBS
Switzerland
$19.8M +$2.75M +73,924 +16%
NA
16
Nottingham Advisors
New York
$18.1M -$4.73M -127,062 -21%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$17.8M +$3.91M +105,072 +28%
LPT
18
Legacy Private Trust
Wisconsin
$16.8M -$2.52M -67,732 -13%
LPL Financial
19
LPL Financial
California
$14.5M +$1.67M +44,953 +13%
AI
20
Atria Investments
North Carolina
$13.9M -$2.5M -67,184 -15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.7M +$672K +18,056 +5%
EK
22
Evensky & Katz
Florida
$12.5M -$116K -3,112 -0.9%
SG Americas Securities
23
SG Americas Securities
New York
$12.3M +$8.56M +229,982 +229%
HPBT
24
High Point Bank & Trust
North Carolina
$10.1M -$79.4K -2,134 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.96M +$569K +15,277 +6%
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