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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

145 hedge funds and large institutions have $1.61B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
145
Holders Change
+31
Holders Change %
+27.19%
% of All Funds
3.87%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
40
Increased
67
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56.6M
3
Bank of America
3
Bank of America
North Carolina
$151M
4
UBS Group
4
UBS Group
Switzerland
$28.6M
5
Ameriprise
5
Ameriprise
Minnesota
$127M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$28.7M
2
3AM
2
3D Asset Management
Connecticut
$5.9M
3
CFA
3
Carroll Financial Associates
North Carolina
$16.6M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.54M
5
HPBT
5
High Point Bank & Trust
North Carolina
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$168M 4,140,606 +4,140,606 New
Bank of America
2
Bank of America
North Carolina
$151M 3,719,724 +897,000 +32%
Ameriprise
3
Ameriprise
Minnesota
$127M 3,140,955 +561,775 +22%
CIA
4
Choate Investment Advisors
Massachusetts
$105M 2,599,714 +489,173 +23%
Morgan Stanley
5
Morgan Stanley
New York
$97.7M 2,414,720 +489,214 +25%
Wells Fargo
6
Wells Fargo
California
$71.3M 1,761,582 +546,274 +45%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$56.6M 1,397,354 +1,211,054 +650%
AWA
8
ARS Wealth Advisors
Florida
$50.1M 1,238,244 +103,052 +9%
BG
9
BlackRock Group
United Kingdom
$48.9M 1,207,989 -61,155 -5%
LPL Financial
10
LPL Financial
California
$34.8M 860,643 +361,403 +72%
CAN
11
Cetera Advisor Networks
California
$31.5M 779,707 +50,393 +7%
AC
12
Allstate Corporation
Illinois
$28.7M 710,000 -3,803,459 -84%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28.7M 709,588 +149,195 +27%
UBS Group
14
UBS Group
Switzerland
$28.6M 707,378 +707,378 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$27.1M 670,602 +210,084 +46%
NLI
16
Nippon Life Insurance
Japan
$25.4M 626,772 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.4M 578,208 +219,564 +61%
SEI Investments
18
SEI Investments
Pennsylvania
$22.5M 556,612 +556,612 New
WBG
19
Wharton Business Group
Pennsylvania
$21.9M 540,400 +75,000 +16%
NA
20
Nottingham Advisors
New York
$20.2M 500,043 +5,684 +1%
LPT
21
Legacy Private Trust
Wisconsin
$19.4M 478,193 +19,007 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$19.4M 478,057 +422,857 +766%
LWA
23
Lowe Wealth Advisors
Maryland
$17.7M 436,759 +436,759 New
SAMT
24
Select Asset Management & Trust
Pennsylvania
$17.5M 433,240 +433,240 New
SGAM
25
Steinberg Global Asset Management
Florida
$17.5M 431,188 +431,188 New
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