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iShares MSCI Global Min Vol Factor ETF

169 hedge funds and large institutions have $1.59B invested in iShares MSCI Global Min Vol Factor ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.44% more ownership

Funds ownership: 45.24%47.68% (+2.4%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.59B (+$75.8M)

1% more funds holding

Funds holding: 168169 (+1)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
17
Increased
51
Reduced
64
Closed
16
Calls
$413K
Puts
Net Calls
+$413K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
51
Tillar-Wenstrup Advisors
Ohio
$2.95M +$52.4K +609 +2%
CAN
52
Cetera Advisor Networks
California
$2.52M +$587K +6,830 +31%
UCFA
53
United Capital Financial Advisors
Texas
$2.5M -$87.9K -1,022 -3%
FHA
54
Flagship Harbor Advisors
Massachusetts
$2.46M -$378K -4,393 -14%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$2.46M +$35.6K +414 +2%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$1.96M +22,747 +503%
ASN
57
Advisory Services Network
Georgia
$2.33M -$830K -9,651 -27%
MML Investors Services
58
MML Investors Services
Massachusetts
$2.29M +$478K +5,554 +27%
FHC
59
First Heartland Consultants
Missouri
$2.21M -$35.1K -408 -2%
S
60
SimplyRich
California
$2.14M
CA
61
Cetera Advisors
Colorado
$1.99M -$3.44M -40,040 -64%
AI
62
Atria Investments
North Carolina
$1.96M +$916K +10,651 +92%
SPC
63
Sigma Planning Corp
Michigan
$1.94M -$158K -1,835 -8%
LFAS
64
Level Four Advisory Services
Texas
$1.87M -$686K -7,981 -27%
MA
65
Mutual Advisors
Nebraska
$1.74M +$37.5K +436 +2%
VC
66
Vicus Capital
Pennsylvania
$1.73M +$32.8K +382 +2%
IP
67
Intellectus Partners
California
$1.69M +$22.3K +259 +1%
SMG
68
Smart Money Group
Texas
$1.56M -$47.9K -557 -3%
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.5M -$194K -2,256 -12%
BRF
70
B. Riley Financial
California
$1.36M +$92.7K +1,078 +8%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$1.35M +$31.9K +371 +2%
GT
72
Glenmede Trust
Pennsylvania
$1.32M +$1.29M +15,031 New
MLIC
73
Mandatum Life Insurance Company
Finland
$1.31M
CI
74
CX Institutional
Indiana
$1.21M +$1.19M +13,784 New
GWM
75
Geneos Wealth Management
Colorado
$1.18M -$23.1K -269 -2%