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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 %
1832 Asset Management
301
1832 Asset Management
Ontario, Canada
$158K -$158K -3,300 -50%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$152K +$30.8K +646 +25%
AIP
303
Almanack Investment Partners
Pennsylvania
$149K +$149K +3,121 New
BBHC
304
Brown Brothers Harriman & Co
New York
$135K +$135K +2,835 New
SEIA
305
Signature Estate & Investment Advisors
California
$101K +$101K +2,110 New
AA
306
Apriem Advisors
California
$91K +$75.7K +1,586 +496%
WA
307
WFG Advisors
Texas
$84K +$3.64K +76 +5%
HA
308
Harfst & Associates
Wyoming
$81K +$81K +1,710 New
OC
309
Oakworth Capital
Alabama
$78K +$78K +1,634 New
MA
310
MUFG Americas
New York
$64K -$9.48K -200 -13%
YWP
311
YorkBridge Wealth Partners
New York
$64K +$10.8K +222 +20%
AIM
312
Advantage Investment Management
Iowa
$55K +$14.3K +300 +35%
BWA
313
Burt Wealth Advisors
Maryland
$53K +$53K +1,111 New
CCM
314
Cribstone Capital Management
Maine
$52K +$41.4K +874 +388%
CG
315
Cutler Group
California
$51K -$262K -5,538 -84%
TCOV
316
Trust Company of Vermont
Vermont
$50K +$50K +1,040 New
EWM
317
Evercore Wealth Management
New York
$49K
PMFA
318
Plante Moran Financial Advisors
Michigan
$47K +$47K +980 New
PB
319
Pinnacle Bancorp
Nebraska
$44K +$44K +925 New
PFO
320
Pathstone Family Office
New Jersey
$42K +$42K +890 New
JFA
321
JNBA Financial Advisors
Minnesota
$41K
GI
322
Gradient Investments
Minnesota
$40K +$24.8K +524 +163%
JCM
323
Jacobi Capital Management
Pennsylvania
$25K +$5.77K +120 +30%
First Manhattan
324
First Manhattan
New York
$23K
IWM
325
IHT Wealth Management
Illinois
$22K