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iShares MSCI USA Min Vol Factor ETF

453 hedge funds and large institutions have $8.73B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 149 increasing their positions, 136 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+87
Holders Change %
+23.77%
% of All Funds
10.29%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.66%
New
107
Increased
149
Reduced
136
Closed
18
Calls
$2.28M
Puts
$4.38M
Net Calls
-$2.1M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Parallel Advisors
California
$486K +$260K +4,922 +115%
WAM
302
Weatherly Asset Management
California
$473K +$53 +1 +0%
SFSIG
303
San Francisco Sentry Investment Group
California
$472K
VWM
304
Venturi Wealth Management
Texas
$467K -$178K -3,376 -28%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$466K -$326K -6,181 -41%
AT
306
Arden Trust
Delaware
$457K -$5.44K -103 -1%
LFG
307
LifePlan Financial Group
Ohio
$447K
WWM
308
Wagner Wealth Management
South Carolina
$439K +$439K +8,221 New
BOH
309
Bank of Hawaii
Hawaii
$437K
EFS
310
Essex Financial Services
Connecticut
$433K
PFA
311
Pinnacle Family Advisors
Missouri
$431K -$16.6K -314 -4%
RFC
312
Regions Financial Corp
Alabama
$427K +$7.93K +150 +2%
APA
313
American Portfolios Advisors
New York
$427K +$427K +8,089 New
AIA
314
AIMZ Investment Advisors
California
$424K
PCP
315
Proficio Capital Partners
Massachusetts
$422K
DWM
316
Dynasty Wealth Management
Florida
$414K +$414K +7,850 New
MSAM
317
Moloney Securities Asset Management
Missouri
$410K +$26.4K +500 +7%
IWC
318
Integrated Wealth Concepts
Massachusetts
$408K +$408K +7,629 New
FNT
319
First National Trust
Pennsylvania
$406K -$89.6K -1,698 -18%
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$396K +$396K +7,500 New
WIM
321
Westside Investment Management
California
$378K +$160 +3 +0%
APSP
322
Asset Planning Services (Pennsylvania)
Pennsylvania
$361K +$53 +1 +0%
IFWM
323
Institute for Wealth Management
Colorado
$355K +$355K +6,731 New
NIA
324
Northstar Investment Advisors
Colorado
$352K
CWA
325
Cypress Wealth Advisors
California
$345K