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iShares MSCI USA Small-Cap Min Vol Factor ETF

4 hedge funds and large institutions have $1.56M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding

Funds holding: 24 (+2)

40.18% more ownership

Funds ownership: 0%40.18% (+40%)

36% less capital invested

Capital invested by funds: $2.46M → $1.56M (-$893K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.46M +$452K +18,072 +47%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$71K +$68.8K +2,750 New
AG
3
Advisor Group
Arizona
$27K +$26K +1,039 New
UBS Group
4
UBS Group
Switzerland
$4K +$3.45K +138 New
VKH
5
Virtu KCG Holdings
New York
-$1.52M -62,000 Closed