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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
BFEC
151
Benjamin F. Edwards & Company
Missouri
$55K
MWM
152
Mascoma Wealth Management
New Hampshire
$53K
SWM
153
SeaCrest Wealth Management
New York
$51K
SF
154
Synovus Financial
Georgia
$43K
BA
155
Ballew Advisors
Mississippi
$42K
SFM
156
Signet Financial Management
New Jersey
$40K -$12.2K -142 -24%
VFA
157
Valeo Financial Advisors
Indiana
$39K
AF
158
Advisornet Financial
Minnesota
$33K
YWP
159
YorkBridge Wealth Partners
New York
$31K
AC
160
Avestar Capital
New York
$24K
US Bancorp
161
US Bancorp
Minnesota
$22K -$78.9K -918 -78%
RFC
162
Regions Financial Corp
Alabama
$19K -$9.54K -111 -33%
TCOV
163
Trust Company of Vermont
Vermont
$14K
AA
164
AlphaMark Advisors
Kentucky
$13K
CAC
165
Certified Advisory Corp
Florida
$10K
APA
166
American Portfolios Advisors
New York
$5.27K
CFGS
167
Concourse Financial Group Securities
Alabama
$5K +$4.82K +56 New
PCG
168
Private Capital Group
Connecticut
$4K
CF
169
Centaurus Financial
California
$3.3K -$3.15M -36,608 -100%
FPS
170
Fieldpoint Private Securities
Connecticut
-$1.41M -16,948 Closed
VF
171
Virtu Financial
New York
-$898K -10,815 Closed
BOH
172
Bank of Hawaii
Hawaii
-$434K -5,225 Closed
AWM
173
Altium Wealth Management
New York
-$234K -2,816 Closed
Stifel Financial
174
Stifel Financial
Missouri
-$221K -2,706 Closed
AIP
175
Almanack Investment Partners
Pennsylvania
-$186K -2,241 Closed