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iShares MSCI USA Small-Cap Min Vol Factor ETF

53 hedge funds and large institutions have $114M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

116% more capital invested

Capital invested by funds: $52.9M → $114M (+$61.2M)

18.04% more ownership

Funds ownership: 47.51%65.54% (+18%)

15% more funds holding

Funds holding: 4653 (+7)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
26
NWAM LLC
Washington
$672K +$29.7K +905 +5%
IWC
27
Integrated Wealth Concepts
Massachusetts
$672K +$162K +4,954 +44%
WIA
28
World Investment Advisors
California
$655K +$642K +19,585 New
PAG
29
Private Advisor Group
New Jersey
$645K -$6.95K -212 -1%
SPC
30
Sigma Planning Corp
Michigan
$640K +$386K +11,759 +158%
WWM
31
Western Wealth Management
Colorado
$350K +$33.7K +1,027 +11%
MFW
32
Mosaic Family Wealth
Missouri
$345K +$213K +6,497 +168%
LCP
33
Legacy Capital Partners
Wisconsin
$288K +$283K +8,634 New
CAN
34
Cetera Advisor Networks
California
$283K +$14.7K +449 +6%
GTAM
35
Global Trust Asset Management
Florida
$257K -$3.44K -105 -1%
IFWM
36
Institute for Wealth Management
Colorado
$241K +$238K +7,241 New
JP Morgan Chase
37
JP Morgan Chase
New York
$239K -$11.9K -363 -5%
LFAS
38
Level Four Advisory Services
Texas
$233K +$459 +14 +0.2%
TFS
39
TrustCore Financial Services
Tennessee
$224K
PP
40
PDS Planning
Ohio
$221K
ONST
41
Old North State Trust
North Carolina
$129K
Morgan Stanley
42
Morgan Stanley
New York
$60K +$14.9K +455 +34%
GRP
43
Global Retirement Partners
California
$59K +$57.9K +1,766 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$38K
US Bancorp
45
US Bancorp
Minnesota
$29K +$10.5K +319 +57%
SPIA
46
Steward Partners Investment Advisory
New York
$28K -$362K -11,036 -93%
AIM
47
Advantage Investment Management
Iowa
$17K
Citigroup
48
Citigroup
New York
$16K
CFGS
49
Concourse Financial Group Securities
Alabama
$11K +$2.49K +76 +29%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.71K +296 New