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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
JWS
76
Juncture Wealth Strategies
Arizona
$1.45M +$825K +9,768 +120%
HW
77
Hamilton Wealth
California
$1.28M +$1.33M +15,790 New
PA
78
PFG Advisors
Arizona
$1.27M +$1.25M +14,799 New
BRWM
79
B. Riley Wealth Management
Tennessee
$1.23M +$1.28M +15,159 New
SWP
80
Stratos Wealth Partners
Ohio
$1.22M +$1.16M +13,723 +1,080%
MLIC
81
Mandatum Life Insurance Company
Finland
$1.21M
DI
82
DFPG Investments
Utah
$1.21M +$1.26M +14,873 New
IA
83
IFP Advisors
Florida
$1.18M +$276K +3,272 +29%
FWM
84
Foresight Wealth Management
Utah
$1.18M +$1.23M +14,538 New
SFC
85
SYM Financial Corp
Indiana
$1.11M +$1.16M +13,688 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$1.09M -$313K -3,703 -22%
CFG
87
CKW Financial Group
Hawaii
$1.06M -$591 -7 -0.1%
SCM
88
Sterling Capital Management
North Carolina
$1.06M
CAL
89
Capital Analysts LLC
Pennsylvania
$1.05M -$9.12K -108 -0.8%
S
90
SimplyRich
California
$1.04M -$970K -11,489 -47%
AllianceBernstein
91
AllianceBernstein
Tennessee
$1M
AI
92
Atria Investments
North Carolina
$978K -$864K -10,231 -46%
CCM
93
Crabel Capital Management
California
$966K +$569K +6,733 +131%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$964K +$96K +1,137 +11%
GWM
95
Geneos Wealth Management
Colorado
$948K -$139K -1,649 -12%
CBFP
96
Cedar Brook Financial Partners
Ohio
$947K +$984K +11,649 New
MA
97
Mutual Advisors
Nebraska
$932K -$701K -8,298 -42%
William Blair & Company
98
William Blair & Company
Illinois
$930K -$40.5K -480 -4%
PCFFS
99
Pacific Center for Financial Services
California
$908K +$53.9K +638 +6%
WWM
100
Western Wealth Management
Colorado
$777K +$810K +9,589 New