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iShares MSCI USA Min Vol Factor ETF

312 hedge funds and large institutions have $8.25B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 105 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+22
Holders Change %
+7.59%
% of All Funds
8.34%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.95%
New
40
Increased
138
Reduced
105
Closed
14
Calls
$12.3M
Puts
$8.9M
Net Calls
+$3.45M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
251
Flow Traders U.S.
New York
$367K +$367K +8,073 New
CWM
252
Cabot Wealth Management
Massachusetts
$365K -$3.53M -77,677 -91%
AIA
253
AIMZ Investment Advisors
California
$365K +$1.09K +24 +0.3%
GA
254
Geneva Advisors
Illinois
$353K -$31.1K -684 -8%
EWA
255
EP Wealth Advisors
California
$346K +$26.9K +592 +8%
BAC
256
Boys Arnold & Co
North Carolina
$343K +$87.9K +1,935 +34%
SFA
257
Sequoia Financial Advisors
Ohio
$333K +$36.8K +809 +12%
CAS
258
Cue Advisory Services
Arizona
$327K +$105K +2,315 +47%
VWM
259
Venturi Wealth Management
Texas
$315K +$315K +6,940 New
PS
260
Portfolio Solutions
Michigan
$310K
HCA
261
Harbour Capital Advisors
Virginia
$307K
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$304K
APSP
263
Asset Planning Services (Pennsylvania)
Pennsylvania
$304K +$1.27K +28 +0.4%
WS
264
Wedbush Securities
California
$282K +$865 +19 +0.3%
Axa
265
Axa
France
$275K +$14.5K +320 +6%
CG
266
Cutler Group
California
$271K -$10.6K -234 -4%
LFG
267
LifePlan Financial Group
Ohio
$271K +$271K +5,956 New
PL
268
Parthenon LLC
Kentucky
$267K -$3.64K -80 -1%
DCM
269
Donaldson Capital Management
Indiana
$262K -$98.5K -2,170 -27%
PWW
270
Pettyjohn Wood & White
Virginia
$261K
FCIM
271
Fairview Capital Investment Management
California
$237K +$237K +5,225 New
BFIM
272
Beese Fulmer Investment Management
Ohio
$231K
LCP
273
Legacy Capital Partners
Wisconsin
$227K -$4.55K -100 -2%
JIC
274
Johnson Investment Counsel
Ohio
$227K -$3.22K -71 -1%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K -$3.36K -74 -1%