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iShares MSCI USA Small-Cap Min Vol Factor ETF

71 hedge funds and large institutions have $223M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+18
Holders Change %
+33.96%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
22
Increased
33
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PP
51
PDS Planning
Ohio
$228K 6,640
CBFP
52
Cedar Brook Financial Partners
Ohio
$208K 6,054 +6,054 New
WI
53
Wintrust Investments
Illinois
$204K 5,950 +5,950 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$185K 5,377 -1,851 -26%
GRP
55
Global Retirement Partners
California
$145K 4,236 +2,470 +140%
ONST
56
Old North State Trust
North Carolina
$132K 3,859
US Bancorp
57
US Bancorp
Minnesota
$65K 1,894 +1,015 +115%
Morgan Stanley
58
Morgan Stanley
New York
$62K 1,804
BWA
59
BDO Wealth Advisors
Florida
$49K 1,432 +1,432 New
AIC
60
Ameritas Investment Company
Nebraska
$46K 1,348 +1,348 New
FAAS
61
First Allied Advisory Services
California
$45K 1,318 +1,318 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$38K 986
SPIA
63
Steward Partners Investment Advisory
New York
$29K 864
Citigroup
64
Citigroup
New York
$25K 715 +247 +53%
AIM
65
Advantage Investment Management
Iowa
$17K 500
Wells Fargo
66
Wells Fargo
California
$17K 497 +497 New
NFG
67
Next Financial Group
Texas
$16K 455 +455 New
CFGS
68
Concourse Financial Group Securities
Alabama
$12K 336
ASN
69
Advisory Services Network
Georgia
$9K 284
FRA
70
Front Row Advisors
California
$1K 30
GT
71
Glenmede Trust
Pennsylvania
$24 708 +708 New
EWM
72
Executive Wealth Management
Michigan
-370,261 Closed
IFWM
73
Institute for Wealth Management
Colorado
-7,241 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
-296 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
-1 Closed