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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
LCM
126
Leisure Capital Management
California
$253K +$250K +3,000 New
SCM
127
Sterneck Capital Management
Missouri
$250K +$247K +2,962 New
BAM
128
Belpointe Asset Management
Nevada
$242K +$31K +372 +15%
BFPW
129
BOK Financial Private Wealth
Colorado
$241K -$86.9K -1,044 -27%
VIA
130
Vantage Investment Advisors
Pennsylvania
$229K -$10.6K -127 -4%
PGWM
131
Parisi Gray Wealth Management
New Jersey
$229K +$226K +2,711 New
FWP
132
FAS Wealth Partners
Kansas
$208K +$205K +2,461 New
AIM
133
Advantage Investment Management
Iowa
$206K -$9.82K -118 -5%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$206K
JCM
135
Jacobi Capital Management
Pennsylvania
$196K +$53K +637 +39%
LFA
136
Legacy Financial Advisors
Kentucky
$183K +$181K +2,179 New
US Bancorp
137
US Bancorp
Minnesota
$150K -$10.5K -126 -7%
FAAS
138
First Allied Advisory Services
California
$148K -$824K -9,895 -85%
RWG
139
Regal Wealth Group
California
$139K -$42.1K -506 -24%
FANJ
140
Financial Architects (New Jersey)
New Jersey
$130K
GRP
141
Global Retirement Partners
California
$116K -$1.42K -17 -1%
HWM
142
Holloway Wealth Management
Florida
$64K
TCM
143
TD Capital Management
Tennessee
$63K +$583 +7 +0.9%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$53K
MWM
145
Mascoma Wealth Management
New Hampshire
$51K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.6K
SWM
147
SeaCrest Wealth Management
New York
$49K +$48.2K +579 New
AWA
148
Acorn Wealth Advisors
Michigan
$42K +$40.8K +490 New
GI
149
Gradient Investments
Minnesota
$42K +$41.6K +500 New
AF
150
Advisornet Financial
Minnesota
$31K +$30.6K +368 New