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iShares MSCI USA Min Vol Factor ETF

463 hedge funds and large institutions have $8.51B invested in iShares MSCI USA Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 155 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
-4
Holders Change %
-0.86%
% of All Funds
10.61%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.47%
New
35
Increased
155
Reduced
179
Closed
33
Calls
$1.04M
Puts
$3.22M
Net Calls
-$2.18M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
301
San Francisco Sentry Investment Group
California
$454K
MA
302
MCF Advisors
Kentucky
$451K -$78.7K -1,480 -15%
MYIA
303
Mount Yale Investment Advisors
Colorado
$449K
BWA
304
BDO Wealth Advisors
Florida
$448K +$55K +1,035 +14%
DAS
305
Dynamic Advisor Solutions
Arizona
$448K +$82.6K +1,553 +23%
APA
306
American Portfolios Advisors
New York
$446K +$36.3K +683 +9%
BOH
307
Bank of Hawaii
Hawaii
$440K
WWM
308
Wagner Wealth Management
South Carolina
$437K
WAM
309
Weatherly Asset Management
California
$427K -$4.52K -85 -1%
AIA
310
AIMZ Investment Advisors
California
$427K
PCP
311
Proficio Capital Partners
Massachusetts
$425K
DWM
312
Dynasty Wealth Management
Florida
$420K
WSFS
313
Wilmington Savings Fund Society
Delaware
$414K +$33.5K +630 +9%
TC
314
Truvestments Capital
Florida
$412K +$412K +7,751 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$399K
Bessemer Group
316
Bessemer Group
New Jersey
$387K
AIP
317
Almanack Investment Partners
Pennsylvania
$383K +$383K +7,199 New
WIM
318
Westside Investment Management
California
$377K +$266 +5 +0.1%
PFA
319
Pinnacle Family Advisors
Missouri
$373K
EFS
320
Essex Financial Services
Connecticut
$367K -$1.48M -27,787 -80%
ACP
321
Aveo Capital Partners
Colorado
$366K -$145K -2,729 -28%
NIA
322
Northstar Investment Advisors
Colorado
$355K
Northern Trust
323
Northern Trust
Illinois
$349K +$97.1K +1,828 +39%
SG
324
StoneX Group
New York
$348K +$6.54K +123 +2%
CS
325
Credit Suisse
Switzerland
$347K -$19.4K -366 -5%