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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

170 hedge funds and large institutions have $2.31B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.58%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.7%
New
32
Increased
74
Reduced
37
Closed
12
Calls
–
Puts
$359K
Net Calls
-$359K
Net Calls Change
-$359K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$46.7M
3
Wells Fargo
3
Wells Fargo
California
$161M
4
CFA
4
Carroll Financial Associates
North Carolina
$57.1M
5
AIM
5
Astor Investment Management
Illinois
$31.8M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BG
2
BlackRock Group
United Kingdom
$45.5M
3
State Street
3
State Street
Massachusetts
$145M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
BHB
5
Bank Hapoalim BM
Israel
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$223M 5,535,515 +387,113 +8%
Ameriprise
2
Ameriprise
Minnesota
$174M 4,323,548 +483,449 +13%
Wells Fargo
3
Wells Fargo
California
$161M 3,985,434 +867,357 +28%
State Street
4
State Street
Massachusetts
$145M 3,585,394 -577,287 -14%
CIA
5
Choate Investment Advisors
Massachusetts
$143M 3,555,451 +249,165 +8%
Morgan Stanley
6
Morgan Stanley
New York
$122M 3,027,094 +180,104 +6%
CSIA
7
Charles Schwab Investment Advisory
California
$83.9M 2,079,853 +2,079,853 New
LPL Financial
8
LPL Financial
California
$63.8M 1,561,500 +499,495 +47%
UBS Group
9
UBS Group
Switzerland
$58.8M 1,459,180 +66,299 +5%
CFA
10
Carroll Financial Associates
North Carolina
$57.1M 1,415,012 +722,731 +104%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$56.3M 1,395,702 +120,049 +9%
AWA
12
ARS Wealth Advisors
Florida
$54.8M 1,360,227 +26,920 +2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$46.7M 1,156,994 +1,091,487 +1,666%
BG
14
BlackRock Group
United Kingdom
$45.5M 1,129,649 -838,255 -43%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$40.6M 1,006,275 +228,655 +29%
CAN
16
Cetera Advisor Networks
California
$40.5M 981,237 – –
SEI Investments
17
SEI Investments
Pennsylvania
$39.6M 983,360 +245,725 +33%
USAA
18
United Services Automobile Association
Texas
$35.8M 888,900 +106,600 +14%
AIM
19
Astor Investment Management
Illinois
$31.8M 788,798 +568,598 +258%
NA
20
Nottingham Advisors
New York
$30.8M 764,493 +3,354 +0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$29M 719,235 +165,861 +30%
AC
22
Allstate Corporation
Illinois
$28.6M 710,000 – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$27.3M 675,949 +18,914 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26.4M 654,507 +120,028 +22%
NLI
25
Nippon Life Insurance
Japan
$25.3M 626,772 – –
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