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iShares MSCI Global Min Vol Factor ETF

185 hedge funds and large institutions have $1.79B invested in iShares MSCI Global Min Vol Factor ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

12% more capital invested

Capital invested by funds: $1.59B → $1.79B (+$193M)

9% more funds holding

Funds holding: 169185 (+16)

3.32% more ownership

Funds ownership: 47.68%50.99% (+3.3%)

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
39
Increased
73
Reduced
49
Closed
21
Calls
$14.3M
Puts
Net Calls
+$14.3M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
26
High Falls Advisors
New York
$11.5M -$139K -1,650 -1%
WI
27
Wintrust Investments
Illinois
$11.3M +$4.72M +55,856 +67%
GI
28
Glovista Investments
New Jersey
$11.2M -$23.4M -277,477 -67%
SWM
29
Sequoia Wealth Management
Illinois
$9.86M +$344K +4,079 +3%
Brown Advisory
30
Brown Advisory
Maryland
$8.83M +$9.17M +108,621 New
ACP
31
Arcus Capital Partners
Georgia
$8.59M -$2.84M -33,656 -24%
MML Investors Services
32
MML Investors Services
Massachusetts
$8.44M +$6.57M +77,736 +298%
BFG
33
Barber Financial Group
Kansas
$8.28M +$465K +5,509 +6%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$8.07M -$311K -3,681 -4%
M&T Bank
35
M&T Bank
New York
$7.89M +$7.94M +94,058 +3,144%
TWM
36
Tolleson Wealth Management
Texas
$7.17M +$7.45M +88,245 New
AG
37
Advisor Group
Arizona
$5.99M -$15.5M -183,360 -71%
SC
38
Scotia Capital
Ontario, Canada
$5.98M +$166K +1,966 +3%
SI
39
Stephens Inc
Arkansas
$5.74M +$357K +4,222 +6%
PAG
40
Private Advisor Group
New Jersey
$5.73M +$1.56M +18,430 +35%
CC
41
Chanos & Company
New York
$5.46M +$5.68M +67,229 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$5.14M +$208K +2,458 +4%
KFGK
43
Keystone Financial Group (Kentucky)
Kentucky
$5.01M -$18.4K -218 -0.4%
SIAS
44
Shine Investment Advisory Services
Colorado
$4.77M -$763K -9,036 -13%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$4.71M -$3.24M -38,350 -40%
SAM
46
Stringer Asset Management
Tennessee
$4.71M -$521K -6,174 -10%
DIP
47
DT Investment Partners
Pennsylvania
$4.67M +$368K +4,357 +8%
MIAN
48
Mariner Independent Advisor Network
Kansas
$4.47M +$766K +9,075 +20%
TA
49
TMD & Associates
Arizona
$4.19M +$4.36M +51,612 New
FMBTD
50
First Midwest Bank Trust Division
Illinois
$3.82M +$3.97M +46,993 New