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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
Axa
51
Axa
France
$3.68M +$176K +2,080 +5%
TWA
52
Tillar-Wenstrup Advisors
Ohio
$3.62M +$926K +10,963 +33%
Stifel Financial
53
Stifel Financial
Missouri
$3.61M +$3.75M +44,368 New
HighTower Advisors
54
HighTower Advisors
Illinois
$3.01M +$40K +474 +1%
UCFA
55
United Capital Financial Advisors
Texas
$2.89M +$600K +7,110 +25%
GLLW
56
Graves Light Lenhart Wealth
Virginia
$2.71M +$2.82M +33,348 New
LA
57
LVW Advisors
New York
$2.56M +$1.92M +22,691 +259%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$2.27M -$3.38K -40 -0.1%
LFA
59
Legacy Financial Advisors
Kentucky
$2.25M +$2.15M +25,477 +1,169%
GC
60
Guggenheim Capital
Illinois
$2.16M +$2.25M +26,600 New
LFAS
61
Level Four Advisory Services
Texas
$2.08M +$372K +4,401 +21%
FHA
62
Flagship Harbor Advisors
Massachusetts
$2.05M -$236K -2,791 -10%
FHC
63
First Heartland Consultants
Missouri
$2.04M -$5.41K -64 -0.3%
ASN
64
Advisory Services Network
Georgia
$1.99M -$169K -1,996 -8%
CA
65
Cetera Advisors
Colorado
$1.78M -$64.3K -761 -3%
QI
66
QS Investors
New York
$1.77M -$2.19M -25,879 -54%
KP
67
Keel Point
Alabama
$1.76M -$11.6M -137,491 -86%
CI
68
CX Institutional
Indiana
$1.73M +$634K +7,503 +54%
JP Morgan Chase
69
JP Morgan Chase
New York
$1.73M +$837K +9,906 +87%
VC
70
Vicus Capital
Pennsylvania
$1.69M +$102K +1,213 +6%
US Bancorp
71
US Bancorp
Minnesota
$1.65M +$1.69M +20,062 +7,898%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.57M -$3.97M -47,002 -71%
SMG
73
Smart Money Group
Texas
$1.54M +$104K +1,236 +7%
SPC
74
Sigma Planning Corp
Michigan
$1.47M -$329K -3,893 -18%
1832 Asset Management
75
1832 Asset Management
Ontario, Canada
$1.46M +$226K +2,676 +18%