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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
Bank of America
1
Bank of America
North Carolina
$289M +$130M +1,538,680 +76%
BlackRock
2
BlackRock
New York
$176M +$8.15M +96,529 +5%
AL
3
Aspiriant LLC
California
$149M +$21.8M +257,954 +16%
SEI Investments
4
SEI Investments
Pennsylvania
$128M +$6.18M +73,175 +5%
PP
5
Prudential plc
United Kingdom
$119M +$7.22M +85,475 +6%
Morgan Stanley
6
Morgan Stanley
New York
$82.1M +$18.9M +223,360 +28%
Bessemer Group
7
Bessemer Group
New Jersey
$53.7M +$5.91M +69,980 +12%
LWA
8
Lenox Wealth Advisors
New York
$53M +$55.1M +652,717 New
MFM
9
MD Financial Management
Ontario, Canada
$46.9M -$1.88M -22,267 -4%
Mariner
10
Mariner
Kansas
$43.2M +$3.15M +37,337 +8%
UBS Group
11
UBS Group
Switzerland
$42.6M +$2.53M +29,945 +6%
FWP
12
FAS Wealth Partners
Kansas
$39.8M -$135K -1,596 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$34.5M +$5.8M +68,695 +20%
LPL Financial
14
LPL Financial
California
$30M +$2.52M +29,850 +9%
Wells Fargo
15
Wells Fargo
California
$28.3M -$1.98M -23,459 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$28.1M +$10.4M +122,750 +55%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$27.6M +$26.4M +312,061 +1,144%
BCI
18
Brinker Capital Investments
Pennsylvania
$27.2M +$28M +331,742 +11,571%
RJA
19
Raymond James & Associates
Florida
$21.4M +$2.51M +29,663 +13%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$20M +$14.8M +175,167 +248%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$17.3M +$7.52M +89,055 +72%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$15.9M +$15.5M +184,034 +1,595%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$14M -$901K -10,671 -6%
CAN
24
Cetera Advisor Networks
California
$13.5M +$11.6M +136,852 +477%
BTS
25
BB&T Securities
Virginia
$13.3M +$148K +1,754 +1%