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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

114 hedge funds and large institutions have $1.14B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
3.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
16
Increased
49
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$79.5M
2
Ameriprise
2
Ameriprise
Minnesota
$97.1M
3
Wells Fargo
3
Wells Fargo
California
$45.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$17.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.02M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$24.6M
2
AIM
2
Astor Investment Management
Illinois
$8.13M
3
BlackRock
3
BlackRock
New York
$0
4
NPC
4
National Planning Corporation
California
$0
5
ICM
5
ICC Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1
Allstate Corporation
Illinois
$170M 4,513,459 – –
Bank of America
2
Bank of America
North Carolina
$106M 2,822,724 -91,858 -3%
Ameriprise
3
Ameriprise
Minnesota
$97.1M 2,579,180 +513,044 +25%
CIA
4
Choate Investment Advisors
Massachusetts
$79.5M 2,110,541 +536,397 +34%
Morgan Stanley
5
Morgan Stanley
New York
$72.6M 1,925,506 -28,707 -1%
BG
6
BlackRock Group
United Kingdom
$47.8M 1,269,144 – –
Wells Fargo
7
Wells Fargo
California
$45.8M 1,215,308 +486,053 +67%
AWA
8
ARS Wealth Advisors
Florida
$42.8M 1,135,192 +87,485 +8%
CFA
9
Carroll Financial Associates
North Carolina
$33.9M 851,650 -76,702 -8%
CAN
10
Cetera Advisor Networks
California
$27.5M 729,314 -69,446 -9%
3AM
11
3D Asset Management
Connecticut
$24.6M 654,170 -703,392 -52%
NLI
12
Nippon Life Insurance
Japan
$23.6M 626,772 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.1M 560,393 +82,618 +17%
U
14
UBS
Switzerland
$20.6M 546,965 +15,961 +3%
S
15
SignatureFD
Georgia
$19.3M 513,142 -107,171 -17%
LPL Financial
16
LPL Financial
California
$18.7M 499,240 +110,705 +28%
NA
17
Nottingham Advisors
New York
$18.6M 494,359 +7,813 +2%
WBG
18
Wharton Business Group
Pennsylvania
$17.5M 465,400 +331,400 +247%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17.4M 460,518 +91,725 +25%
LPT
20
Legacy Private Trust
Wisconsin
$17.3M 459,186 +9,040 +2%
SG Americas Securities
21
SG Americas Securities
New York
$16.4M 435,618 +105,131 +32%
AI
22
Atria Investments
North Carolina
$14.1M 374,936 +2,726 +0.7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.5M 358,644 +91,067 +34%
EK
24
Evensky & Katz
Florida
$12.7M 337,133 +1,163 +0.3%
HPBT
25
High Point Bank & Trust
North Carolina
$12.2M 324,614 +54,555 +20%
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