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iShares MSCI USA Min Vol Factor ETF

341 hedge funds and large institutions have $6.36B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 119 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
8.5%
Holding in Top 10
55
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-15.38%
% of All Funds
1.37%
New
50
Increased
119
Reduced
143
Closed
29
Calls
$282K
Puts
$15.8M
Net Calls
-$15.5M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
251
Proficio Capital Partners
Massachusetts
$390K
AIA
252
AIMZ Investment Advisors
California
$383K
PMG
253
ProVise Management Group
Florida
$377K -$47.7K -1,000 -11%
VWA
254
V Wealth Advisors
Kansas
$370K -$839K -17,604 -69%
TSS
255
Two Sigma Securities
New York
$366K +$366K +7,667 New
FWM
256
Focused Wealth Management
New York
$358K -$90.8K -1,903 -20%
CWM
257
Concert Wealth Management
California
$357K +$357K +7,845 New
FCI
258
Financial Counselors Inc
Kansas
$356K +$356K +7,465 New
JIP
259
Jaffetilchin Investment Partners
Florida
$355K +$355K +7,446 New
SFSIG
260
San Francisco Sentry Investment Group
California
$353K
MHS
261
M Holdings Securities
Oregon
$351K -$68.6K -1,439 -16%
BA
262
BCM Advisors
Louisiana
$348K -$239K -5,000 -41%
WIM
263
Westside Investment Management
California
$337K +$337K +7,062 New
EWA
264
EP Wealth Advisors
California
$336K -$27.2K -570 -7%
CAS
265
Cue Advisory Services
Arizona
$334K -$4.77K -100 -1%
BTNA
266
Bremer Trust National Association
Minnesota
$334K +$334K +7,007 New
HCA
267
Harbour Capital Advisors
Virginia
$322K
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$322K +$1.1K +23 +0.3%
LCP
269
Legacy Capital Partners
Wisconsin
$321K +$74.8K +1,565 +30%
NL
270
NWAM LLC
Washington
$309K +$309K +6,470 New
FNT
271
First National Trust
Pennsylvania
$281K -$41.7K -876 -13%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$280K +$280K +5,876 New
PL
273
Parthenon LLC
Kentucky
$280K
OBWP
274
O'Brien Wealth Partners
Massachusetts
$279K -$6.23M -130,455 -96%
CAM
275
Concorde Asset Management
Michigan
$276K +$37.2K +781 +16%