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iShares MSCI Global Min Vol Factor ETF

42 hedge funds and large institutions have $220M invested in iShares MSCI Global Min Vol Factor ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

36% more capital invested

Capital invested by funds: $162M → $220M (+$58.6M)

20% more funds holding

Funds holding: 3542 (+7)

3.37% more ownership

Funds ownership: 14.37%17.74% (+3.4%)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
9
Increased
16
Reduced
11
Closed
2
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
$52.8M -$9.97M -151,674 -16%
FWP
2
FAS Wealth Partners
Kansas
$48.9M +$48.1M +731,355 New
Bank of America
3
Bank of America
North Carolina
$30.3M +$11.8M +179,022 +65%
BlackRock
4
BlackRock
New York
$20.4M +$2.37M +35,992 +13%
SAM
5
Stringer Asset Management
Tennessee
$10M +$9.84M +149,750 New
U
6
UBS
Switzerland
$8.61M +$266K +4,046 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.06M +$294K +4,476 +6%
RJA
8
Raymond James & Associates
Florida
$5.05M +$904K +13,751 +22%
Wells Fargo
9
Wells Fargo
California
$4.61M +$371K +5,649 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.51M +$285K +4,330 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.46M -$720K -10,952 -14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.6M +$2.58M +39,247 +269%
LPL Financial
13
LPL Financial
California
$3.08M +$205K +3,122 +7%
Ameriprise
14
Ameriprise
Minnesota
$2.39M +$2.26M +34,383 +2,445%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.34M -$1.84M -28,000 -44%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.25M -$2.64M -40,142 -54%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.59M +$1.49M +22,632 +1,824%
Axa
18
Axa
France
$1.52M +$114K +1,740 +8%
Jane Street
19
Jane Street
New York
$1.33M -$2.01M -30,646 -61%
HighTower Advisors
20
HighTower Advisors
Illinois
$943K -$20.2K -307 -2%
AI
21
Atria Investments
North Carolina
$909K +$895K +13,616 New
BEAM
22
Baker Ellis Asset Management
Washington
$772K +$760K +11,560 New
PAS
23
Partnervest Advisory Services
California
$641K -$509K -7,741 -45%
FIG
24
Fusion Investment Group
Pennsylvania
$598K -$508K -7,726 -46%
WTC
25
WhitTier Trust Company
Nevada
$527K