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iShares MSCI USA Min Vol Factor ETF

655 hedge funds and large institutions have $16B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+43
Holders Change %
+7.03%
% of All Funds
14.2%
Holding in Top 10
145
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.21%
% of All Funds
3.14%
New
92
Increased
330
Reduced
153
Closed
39
Calls
$16.9M
Puts
$2.93M
Net Calls
+$14M
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
301
IPG Investment Advisors
California
$2.38M +$2.12M +36,047 +809%
CNB
302
Camden National Bank
Maine
$2.37M +$237K +4,024 +11%
AIC
303
Ameritas Investment Company
Nebraska
$2.35M -$2.68M -45,558 -53%
FA
304
FMA Advisory
Pennsylvania
$2.29M -$30.3K -515 -1%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$2.28M +$122K +2,077 +6%
PWG
306
Private Wealth Group
Florida
$2.27M -$394K -6,700 -15%
CA
307
Calton & Associates
Florida
$2.26M +$1.62M +27,554 +253%
FI
308
FormulaFolio Investments
Michigan
$2.26M -$1.52M -25,787 -40%
MA
309
MCF Advisors
Kentucky
$2.26M +$244K +4,154 +12%
APSP
310
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.25M +$1.73M +29,469 +335%
1WA
311
180 Wealth Advisors
Washington
$2.21M +$199K +3,366 +10%
PAMG
312
Patton Albertson Miller Group
Tennessee
$2.21M +$414K +7,037 +23%
NWS
313
Newport Wealth Strategies
California
$2.19M -$61.2K -1,039 -3%
GSWM
314
Golden State Wealth Management
California
$2.15M +$2.15M +36,532 New
DADC
315
D.A. Davidson & Co
Montana
$2.14M +$51.8K +985 +2%
MAFM
316
Mid Atlantic Financial Management
Pennsylvania
$2.13M -$17.7K -301 -0.8%
MSA
317
Marino Stram & Associates
Massachusetts
$2.13M +$263K +4,478 +14%
LFPWM
318
Leicht Financial Planning & Wealth Management
New Jersey
$2.09M +$2.09M +35,605 New
WCG
319
Wall Capital Group
Arizona
$2.07M -$362K -6,158 -15%
NL
320
NWAM LLC
Washington
$2.06M +$1.75M +29,697 +563%
FHA
321
First Horizon Advisors
Tennessee
$2.06M +$1.6M +27,196 +350%
RIA
322
Regal Investment Advisors
Michigan
$2.03M -$69.8K -1,187 -3%
EWM
323
Edge Wealth Management
New York
$2.01M +$205K +3,483 +11%
BHWM
324
Bay Harbor Wealth Management
Maryland
$2M +$188K +3,194 +10%
SFS
325
Sowell Financial Services
Arkansas
$1.99M -$941K -16,005 -32%