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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
CF
51
Centaurus Financial
California
$2.72M +$2.68M +32,255 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$2.7M +$1.16M +13,891 +77%
UCFA
53
United Capital Financial Advisors
Texas
$2.61M -$129K -1,553 -5%
SHIM
54
Stone House Investment Management
Pennsylvania
$2.18M -$5.91K -71 -0.3%
SPC
55
Sigma Planning Corp
Michigan
$2.07M +$12K +144 +0.6%
S
56
SimplyRich
California
$2.05M +$2.03M +24,351 New
PAG
57
Private Advisor Group
New Jersey
$1.83M -$2.27M -27,319 -56%
CAN
58
Cetera Advisor Networks
California
$1.82M +$159K +1,910 +10%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.75M +$1.7M +20,427 New
William Blair & Company
60
William Blair & Company
Illinois
$1.73M -$4.99K -60 -0.3%
CS
61
Credit Suisse
Switzerland
$1.69M
VC
62
Vicus Capital
Pennsylvania
$1.67M +$215K +2,583 +15%
MML Investors Services
63
MML Investors Services
Massachusetts
$1.58M +$117K +1,406 +8%
FPS
64
Fieldpoint Private Securities
Connecticut
$1.48M +$275K +3,301 +23%
IA
65
IFP Advisors
Florida
$1.36M +$139K +1,667 +12%
SCM
66
Sterling Capital Management
North Carolina
$1.36M
CFG
67
CKW Financial Group
Hawaii
$1.34M -$331K -3,975 -20%
MLIC
68
Mandatum Life Insurance Company
Finland
$1.32M
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$1.31M -$31.5K -378 -2%
GT
70
Glenmede Trust
Pennsylvania
$1.3M
IP
71
Intellectus Partners
California
$1.27M +$586K +7,043 +88%
MA
72
Mutual Advisors
Nebraska
$1.26M +$1.25M +14,961 New
SMG
73
Smart Money Group
Texas
$1.24M +$1.23M +14,721 New
BRF
74
B. Riley Financial
California
$1.23M
IH
75
IFC Holdings
Florida
$1.23M +$44.3K +532 +4%