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iShares MSCI Global Min Vol Factor ETF

58 hedge funds and large institutions have $709M invested in iShares MSCI Global Min Vol Factor ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0% less ownership

Funds ownership: 32.51%32.5% (-0%)

0% less capital invested

Capital invested by funds: $710M → $709M (-$1.18M)

3% less funds holding

Funds holding: 6058 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $348K

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
6
Increased
26
Reduced
16
Closed
8
Calls
Puts
$348K
Net Calls
-$348K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$2.49M +$183K +2,519 +8%
BEAM
27
Baker Ellis Asset Management
Washington
$1.89M -$12.3K -170 -0.6%
SC
28
Scotia Capital
Ontario, Canada
$1.74M +$1.81M +24,970 New
Axa
29
Axa
France
$1.57M -$499K -6,880 -23%
Citadel Advisors
30
Citadel Advisors
Florida
$1.53M +$1.6M +22,038 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.26M -$3.7M -50,997 -74%
CA
32
Cetera Advisors
Colorado
$1.08M +$162K +2,229 +17%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.05M +$1.09M +15,054 New
PAG
34
Private Advisor Group
New Jersey
$893K +$307K +4,240 +49%
ATC
35
Argent Trust Co
Tennessee
$838K +$329K +4,545 +61%
VC
36
Vicus Capital
Pennsylvania
$606K -$9.86K -136 -2%
IC
37
Iconiq Capital
California
$602K
WTC
38
WhitTier Trust Company
Nevada
$555K
BIM
39
BlackRock Investment Management
Delaware
$522K
AllianceBernstein
40
AllianceBernstein
Tennessee
$512K +$281K +3,875 +112%
GT
41
Glenmede Trust
Pennsylvania
$501K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$500K -$53.9K -744 -9%
PAS
43
Partnervest Advisory Services
California
$443K -$134K -1,846 -23%
FIG
44
Fusion Investment Group
Pennsylvania
$443K -$101K -1,389 -18%
UCFA
45
United Capital Financial Advisors
Texas
$431K +$448K +6,180 New
William Blair & Company
46
William Blair & Company
Illinois
$367K -$29K -400 -7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$326K -$140K -1,933 -29%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$246K +$215K +2,963 +522%
JP Morgan Chase
49
JP Morgan Chase
New York
$206K +$214K +2,955 New
Citigroup
50
Citigroup
New York
$186K -$18.1K -250 -9%