We are live on ! Find out more
ACWV icon

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
JFG
76
JMG Financial Group
Illinois
$1.19M
GWM
77
Geneos Wealth Management
Colorado
$1.15M +$52K +625 +5%
FHC
78
First Heartland Consultants
Missouri
$1.05M -$48.9K -587 -4%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.04M -$82.9M -995,575 -99%
GCMG
80
Gyroscope Capital Management Group
Florida
$980K -$20.1K -241 -2%
CAL
81
Capital Analysts LLC
Pennsylvania
$950K +$82.7K +993 +10%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$940K -$24.1K -289 -3%
VHAM
83
Van Hulzen Asset Management
California
$935K +$137K +1,643 +17%
PP
84
PDS Planning
Ohio
$909K +$898K +10,785 New
PCFFS
85
Pacific Center for Financial Services
California
$887K +$34K +409 +4%
JP Morgan Chase
86
JP Morgan Chase
New York
$840K +$225K +2,701 +37%
KA
87
Kovack Advisors
Florida
$834K +$127K +1,526 +18%
LFAS
88
Level Four Advisory Services
Texas
$828K -$23.1K -277 -3%
BRWA
89
B. Riley Wealth Advisors
Florida
$778K +$164K +1,970 +27%
AI
90
Atria Investments
North Carolina
$760K +$91.1K +1,094 +14%
LNC
91
Lincoln National Corp
Pennsylvania
$724K +$372K +4,475 +109%
LC
92
Landaas & Company
Wisconsin
$697K
FTUS
93
Flow Traders U.S.
New York
$694K +$425K +5,108 +164%
AWM
94
AE Wealth Management
Kansas
$675K -$219K -2,630 -25%
SS
95
Simplicity Solutions
Minnesota
$670K +$661K +7,946 New
CAS
96
Cue Advisory Services
Arizona
$651K -$10.5K -126 -2%
GFPC
97
Global Financial Private Capital
Florida
$638K -$665K -7,991 -51%
FAIM
98
Financial Advocates Investment Management
Washington
$626K +$618K +7,427 New
Goldman Sachs
99
Goldman Sachs
New York
$618K +$610K +7,334 New
BCA
100
Berman Capital Advisors
Georgia
$613K +$605K +7,265 New