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iShares MSCI Global Min Vol Factor ETF

166 hedge funds and large institutions have $1.56B invested in iShares MSCI Global Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more funds holding

Funds holding: 134166 (+32)

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.8M)

3.27% more ownership

Funds ownership: 39.78%43.05% (+3.3%)

Holders
166
Holders Change
+32
Holders Change %
+23.88%
% of All Funds
3.77%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
45
Increased
51
Reduced
45
Closed
11
Calls
$1.54M
Puts
Net Calls
+$1.54M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$9.44M +$25.7K +309 +0.3%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$9.13M -$232K -2,793 -3%
AG
28
Advisor Group
Arizona
$9.06M +$167K +2,004 +2%
SWM
29
Sequoia Wealth Management
Illinois
$8.82M +$8.58M +103,123 New
SIAS
30
Shine Investment Advisory Services
Colorado
$7.61M +$640K +7,687 +9%
Citadel Advisors
31
Citadel Advisors
Florida
$7.28M -$3.34M -40,116 -32%
BFG
32
Barber Financial Group
Kansas
$7.17M +$935K +11,237 +15%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.11M +$617K +7,415 +10%
TFS
34
TrustCore Financial Services
Tennessee
$6.37M +$6.28M +75,502 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.17M -$5.32M -63,879 -47%
BTS
36
BB&T Securities
Virginia
$6.12M +$1.37M +16,450 +29%
SC
37
Scotia Capital
Ontario, Canada
$5.92M +$689K +8,280 +13%
CA
38
Cetera Advisors
Colorado
$5.31M +$87K +1,045 +2%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$4.64M -$375K -4,500 -8%
BTIS
40
BB&T Investment Services
North Carolina
$4.59M +$129K +1,547 +3%
SB
41
Suntrust Banks
Georgia
$3.95M -$12.6K -151 -0.3%
DIP
42
DT Investment Partners
Pennsylvania
$3.93M -$43K -517 -1%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3.74M -$755K -9,070 -17%
QI
44
QS Investors
New York
$3.73M -$789K -9,481 -18%
ASN
45
Advisory Services Network
Georgia
$3.69M +$798K +9,589 +28%
Axa
46
Axa
France
$3.44M -$536K -6,440 -14%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.27M +$138K +1,663 +4%
HH
48
Hilltop Holdings
Texas
$2.88M +$2.85M +34,206 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$2.88M -$53.9K -648 -2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.8M -$319K -3,829 -10%