We are live on ! Find out more
ACWV icon

iShares MSCI Global Min Vol Factor ETF

38 hedge funds and large institutions have $175M invested in iShares MSCI Global Min Vol Factor ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

19% more funds holding

Funds holding: 3238 (+6)

7% more capital invested

Capital invested by funds: $162M → $175M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 16.02%15.59% (-0.43%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWILP
1
Kiwi Wealth Investments Limited Partnership
New Zealand
$57.5M +$2.67M +42,070 +5%
Bank of America
2
Bank of America
North Carolina
$13M -$10.5M -166,148 -45%
BlackRock
3
BlackRock
New York
$11.4M -$46.4K -731 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$9.5M +$1.77M +27,907 +23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.2M +$7.07M +111,362 +336%
PPA
6
Parametric Portfolio Associates
Washington
$9M +$2.69M +42,347 +43%
U
7
UBS
Switzerland
$8.88M +$138K +2,172 +2%
Wells Fargo
8
Wells Fargo
California
$5.87M +$470K +7,411 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.84M -$9.09M -143,314 -61%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$5.24M +$597K +9,417 +13%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.71M
WCM
12
Weatherstone Capital Management
Colorado
$4.38M +$2.34M +36,940 +116%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.98M +$883K +13,912 +29%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.7M +$3.62M +57,061 +5,249%
RJA
15
Raymond James & Associates
Florida
$3.56M +$489K +7,700 +16%
TFA
16
Transamerica Financial Advisors
Florida
$2.68M -$949K -14,950 -26%
LPL Financial
17
LPL Financial
California
$2.55M +$648K +10,221 +34%
Ameriprise
18
Ameriprise
Minnesota
$1.76M +$173K +2,724 +11%
AUIM
19
Aegon USA Investment Management
Iowa
$1.44M -$80.2K -1,264 -5%
Axa
20
Axa
France
$1.26M +$1.25M +19,740 New
SI
21
Stephens Inc
Arkansas
$1.15M +$364K +5,735 +46%
FIG
22
Fusion Investment Group
Pennsylvania
$1.13M +$1.12M +17,701 New
PAS
23
Partnervest Advisory Services
California
$1.13M +$1.12M +17,701 New
HighTower Advisors
24
HighTower Advisors
Illinois
$918K +$73.6K +1,160 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$864K +$311K +4,900 +57%