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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 %
DP
351
Denver PWM
Colorado
$270K -$61.1K -1,162 -18%
BFIM
352
Beese Fulmer Investment Management
Ohio
$268K
SCM
353
Shelton Capital Management
Colorado
$264K
VHAM
354
Van Hulzen Asset Management
California
$263K +$263K +4,981 New
DOA
355
D'Orazio & Associates
Virginia
$263K +$263K +4,988 New
WTC
356
WhitTier Trust Company
Nevada
$260K
LCP
357
Legacy Capital Partners
Wisconsin
$259K -$54.9K -1,040 -17%
CPIA
358
Cornell Pochily Investment Advisors
New York
$254K +$254K +4,819 New
PJSIMP
359
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K +$8.4K +159 +3%
DWT
360
Dorsey & Whitney Trust
South Dakota
$248K
BI
361
Ballast Inc
Kentucky
$248K +$248K +4,707 New
LA
362
LexAurum Advisors
Kansas
$243K +$243K +4,535 New
IIA
363
IPG Investment Advisors
California
$235K
BF
364
BOK Financial
Oklahoma
$232K
PMG
365
ProVise Management Group
Florida
$229K -$87K -1,647 -28%
NWP
366
Northstar Wealth Partners
Connecticut
$228K -$407K -7,619 -64%
NGA
367
Naples Global Advisors
Florida
$227K +$3.96K +75 +2%
LFPWM
368
Leicht Financial Planning & Wealth Management
New Jersey
$224K -$29.2K -546 -12%
NL
369
NWAM LLC
Washington
$218K
SP
370
Successful Portfolios
Florida
$218K +$218K +4,121 New
FCIM
371
Fairview Capital Investment Management
California
$214K +$214K +4,050 New
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$1.71K +32 +0.8%
KFA
373
Kelleher Financial Advisors
New York
$212K +$212K +4,034 New
BA
374
Boston Advisors
Massachusetts
$208K +$208K +3,946 New
SG
375
StoneX Group
New York
$206K +$206K +3,906 New