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iShares MSCI USA Min Vol Factor ETF

152 hedge funds and large institutions have $2.03B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
4.05%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
27
Increased
77
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$212M +$58.9M +1,428,678 +38%
State Street
2
State Street
Massachusetts
$172M +$911K +22,075 +0.5%
Ameriprise
3
Ameriprise
Minnesota
$159M +$28.9M +699,144 +22%
CIA
4
Choate Investment Advisors
Massachusetts
$136M +$29.2M +706,572 +27%
Wells Fargo
5
Wells Fargo
California
$129M +$56M +1,356,495 +77%
Morgan Stanley
6
Morgan Stanley
New York
$117M +$17.8M +432,270 +18%
BG
7
BlackRock Group
United Kingdom
$81.2M +$31.4M +759,915 +63%
UBS Group
8
UBS Group
Switzerland
$57.5M +$28.3M +685,503 +97%
AWA
9
ARS Wealth Advisors
Florida
$55M +$3.92M +95,063 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$52.6M -$5.02M -121,701 -9%
LPL Financial
11
LPL Financial
California
$43.7M +$8.29M +201,362 +23%
CAN
12
Cetera Advisor Networks
California
$40.5M +$8.32M +201,530 +26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$34M +$4.69M +113,579 +16%
USAA
14
United Services Automobile Association
Texas
$32.3M +$32.3M +782,300 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$32.1M +$4.42M +107,018 +16%
NA
16
Nottingham Advisors
New York
$31.4M +$10.8M +261,096 +52%
SEI Investments
17
SEI Investments
Pennsylvania
$30.4M +$7.47M +181,023 +33%
AC
18
Allstate Corporation
Illinois
$29.3M
CFA
19
Carroll Financial Associates
North Carolina
$28.6M +$11.8M +286,506 +71%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$27.1M +$11.2M +271,559 +70%
NLI
21
Nippon Life Insurance
Japan
$25.9M
Mariner
22
Mariner
Kansas
$22.9M +$9.38M +227,312 +70%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.8M +$18.5M +447,207 +421%
WBG
24
Wharton Business Group
Pennsylvania
$22.3M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22.1M -$1.8M -43,729 -8%