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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
BlackRock
1
BlackRock
New York
$182M -$15.4M -179,186 -8%
Bank of America
2
Bank of America
North Carolina
$178M -$1.34M -15,565 -0.8%
AL
3
Aspiriant LLC
California
$138M -$2.66M -30,974 -2%
SEI Investments
4
SEI Investments
Pennsylvania
$132M -$3.68M -42,848 -3%
PP
5
Prudential plc
United Kingdom
$121M -$19.4M -226,142 -14%
Morgan Stanley
6
Morgan Stanley
New York
$69.1M +$316K +3,675 +0.5%
MFM
7
MD Financial Management
Ontario, Canada
$52.6M -$3.54M -41,149 -6%
Bessemer Group
8
Bessemer Group
New Jersey
$51.9M +$5.76M +66,992 +13%
UBS Group
9
UBS Group
Switzerland
$43.5M +$409K +4,756 +1%
Mariner
10
Mariner
Kansas
$43.5M -$934K -10,858 -2%
FWP
11
FAS Wealth Partners
Kansas
$43.1M +$2.2M +25,604 +6%
GI
12
Glovista Investments
New Jersey
$36.5M +$35.7M +415,075 New
Wells Fargo
13
Wells Fargo
California
$32.7M -$868K -10,093 -3%
Ameriprise
14
Ameriprise
Minnesota
$30.6M +$1.71M +19,875 +6%
LPL Financial
15
LPL Financial
California
$29.8M +$1.35M +15,672 +5%
AG
16
Advisor Group
Arizona
$22.6M -$518K -6,028 -2%
RJA
17
Raymond James & Associates
Florida
$20.5M +$209K +2,432 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$19.6M +$809K +9,411 +4%
Jane Street
19
Jane Street
New York
$17.8M +$16.7M +193,898 +2,241%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$17.1M +$6.73M +78,271 +68%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$16.1M -$845K -9,827 -5%
BTS
22
BB&T Securities
Virginia
$14.2M +$63.7K +741 +0.5%
KP
23
Keel Point
Alabama
$14M -$4.66M -54,147 -25%
Citadel Advisors
24
Citadel Advisors
Florida
$12.7M +$7.37M +85,677 +145%
HFA
25
High Falls Advisors
New York
$12.6M +$120K +1,399 +1%