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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 %
CWM
326
Concentrum Wealth Management
California
$1.95M +$679K +11,548 +53%
SI
327
Stephens Inc
Arkansas
$1.95M +$168K +2,853 +9%
STA
328
Summit Trail Advisors
New York
$1.91M
RI
329
Ridgewood Investments
New Jersey
$1.89M -$77.3K -1,314 -4%
3AM
330
3D Asset Management
Connecticut
$1.86M -$10.5K -179 -0.6%
9WM
331
9258 Wealth Management
Ohio
$1.86M +$1.2M +20,334 +181%
RA
332
RFG Advisory
Alabama
$1.81M +$746K +12,709 +70%
CAM
333
Concorde Asset Management
Michigan
$1.81M +$554K +9,426 +44%
WPSG
334
Wealth & Pension Services Group
Georgia
$1.81M +$74.7K +1,270 +4%
FA
335
Forefront Analytics
Pennsylvania
$1.78M -$774K -13,136 -30%
JSL
336
JT Stratford LLC
Georgia
$1.77M +$588K +9,999 +50%
WGCA
337
Wolf Group Capital Advisors
Virginia
$1.77M +$251K +4,276 +17%
Bessemer Group
338
Bessemer Group
New Jersey
$1.77M +$1.34M +22,750 +313%
CCA
339
Clearwater Capital Advisors
Illinois
$1.77M -$109K -1,849 -6%
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$1.75M -$7.82K -133 -0.4%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$1.72M +$335K +5,700 +24%
JFG
342
JMG Financial Group
Illinois
$1.72M -$28.5K -485 -2%
Creative Planning
343
Creative Planning
Kansas
$1.72M +$205K +3,490 +14%
IP
344
Intellectus Partners
California
$1.71M +$1.71M +29,041 New
WMA
345
Wealth Management Associates
New Jersey
$1.7M +$1.37M +23,283 +417%
ACA
346
Aptus Capital Advisors
Alabama
$1.68M +$1.68M +28,653 New
DACG
347
Donor Advised Charitable Giving
California
$1.64M +$1.64M +27,902 New
TD Asset Management
348
TD Asset Management
Ontario, Canada
$1.64M +$800K +13,600 +95%
CC
349
Courier Capital
New York
$1.62M +$113K +1,928 +8%
BS
350
Banco Santander
Spain
$1.6M +$66.1K +1,124 +4%