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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
AI
1
Atria Investments
North Carolina
$13.6M +$13.1M +399,110 New
Bank of America
2
Bank of America
North Carolina
$13.6M +$4.14M +126,127 +45%
EWM
3
Executive Wealth Management
Michigan
$12.3M +$12.1M +370,261 New
LPL Financial
4
LPL Financial
California
$9.46M +$1.8M +54,827 +24%
PCFFS
5
Pacific Center for Financial Services
California
$7.73M +$7.61M +231,865 New
NA
6
Nottingham Advisors
New York
$7.28M +$151K +4,590 +2%
RTS
7
Round Table Services
New Jersey
$5.72M +$5.63M +171,693 New
CI
8
CX Institutional
Indiana
$4.76M +$1.54M +46,957 +49%
Jane Street
9
Jane Street
New York
$4.44M +$4.37M +133,138 New
MML Investors Services
10
MML Investors Services
Massachusetts
$3.85M +$370K +11,271 +11%
REMPR
11
Roof Eidam Maycock Peralta (REMP)
California
$3.34M +$108K +3,300 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.84M +$1.92M +58,386 +218%
W
13
Wealthquest
Ohio
$2.62M +$523K +15,950 +25%
CB
14
Community Bank
New York
$2.53M -$12.3K -375 -0.5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.52M +$2.11M +64,198 +574%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.5M +$195K +5,940 +9%
BFG
17
Barber Financial Group
Kansas
$1.08M +$1.06M +32,461 New
AG
18
Advisor Group
Arizona
$1.05M +$620K +18,905 +150%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.03M +$113K +3,438 +12%
SWP
20
Stratos Wealth Partners
Ohio
$1.03M +$1.01M +30,772 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.02M +$80.3K +2,448 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$920K +$54K +1,647 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$898K +$41.6K +1,268 +5%
IWM
24
IHT Wealth Management
Illinois
$818K +$82.3K +2,508 +11%
LFPWM
25
Leicht Financial Planning & Wealth Management
New Jersey
$764K +$233K +7,104 +45%