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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$135K +$23.4K +277 +20%
CFGS
152
Concourse Financial Group Securities
Alabama
$128K +$129K +1,530 +2,732%
RWG
153
Regal Wealth Group
California
$122K +$1.35K +16 +1%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$121K -$16.9K -200 -12%
MRC
155
Millburn Ridgefield Corp
New York
$120K -$229K -2,713 -65%
CC
156
Claybrook Capital
Massachusetts
$116K +$121K +1,430 New
WDL
157
Well Done LLC
Michigan
$116K +$121K +1,430 New
GRP
158
Global Retirement Partners
California
$112K
FANJ
159
Financial Architects (New Jersey)
New Jersey
$98K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$88K -$786K -9,301 -90%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.9K +$14.9K +176 +21%
HWM
162
Holloway Wealth Management
Florida
$64K
VFA
163
Valeo Financial Advisors
Indiana
$61K +$24.5K +290 +63%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$51K
W
165
WealthOne
New York
$48K +$49.6K +587 New
SWM
166
SeaCrest Wealth Management
New York
$47K
SF
167
Synovus Financial
Georgia
$40K +$338 +4 +0.8%
AF
168
Advisornet Financial
Minnesota
$31K +$338 +4 +1%
YWP
169
YorkBridge Wealth Partners
New York
$28K
CCM
170
Covington Capital Management
California
$28K +$28.8K +341 New
MWM
171
Mascoma Wealth Management
New Hampshire
$24K -$25.3K -300 -50%
AC
172
Avestar Capital
New York
$21K
MOS
173
MGO One Seven
Ohio
$16K +$16.9K +200 New
TCOV
174
Trust Company of Vermont
Vermont
$13K
ACA
175
Ackerman Capital Advisors
Texas
$12.2K +$12.7M +150,694 New