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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
SCM
76
Sterling Capital Management
North Carolina
$1.15M
CFG
77
CKW Financial Group
Hawaii
$1.15M -$3.53K -41 -0.3%
CAL
78
Capital Analysts LLC
Pennsylvania
$1.15M +$17.8K +207 +2%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.09M
William Blair & Company
80
William Blair & Company
Illinois
$1.05M -$860 -10 -0.1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.01M -$3.66M -42,603 -79%
JP Morgan Chase
82
JP Morgan Chase
New York
$999K +$17.2K +200 +2%
IA
83
IFP Advisors
Florida
$995K +$77.4K +900 +9%
CWM
84
Cornerstone Wealth Management
Missouri
$942K -$2.29M -26,669 -26%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$942K +$922K +10,722 New
PCFFS
86
Pacific Center for Financial Services
California
$925K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$913K +$800K +9,301 +857%
PP
88
PDS Planning
Ohio
$809K +$37.7K +438 +5%
BRWA
89
B. Riley Wealth Advisors
Florida
$808K -$7.91K -92 -1%
GFPC
90
Global Financial Private Capital
Florida
$779K +$128K +1,484 +20%
LA
91
LVW Advisors
New York
$771K +$111K +1,287 +17%
JWS
92
Juncture Wealth Strategies
Arizona
$713K +$398K +4,634 +133%
BF
93
BOK Financial
Oklahoma
$698K +$60.5K +703 +10%
CAS
94
Cue Advisory Services
Arizona
$693K -$8.26K -96 -1%
VHAM
95
Van Hulzen Asset Management
California
$685K +$23.9K +278 +4%
LC
96
Landaas & Company
Wisconsin
$674K
FAIM
97
Financial Advocates Investment Management
Washington
$610K +$430 +5 +0.1%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$579K -$12.6K -146 -2%
Goldman Sachs
99
Goldman Sachs
New York
$571K -$94.9K -1,104 -15%
SB
100
Suntrust Banks
Georgia
$571K +$621K +7,224 New