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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 %
VWM
376
Venturi Wealth Management
Texas
$1.18M +$330K +5,583 +39%
PD
377
Planning Directions
Pennsylvania
$1.18M -$17.9K -305 -2%
B
378
Bridgeworth
Alabama
$1.15M -$8.23K -140 -0.7%
PSG
379
Planning Solutions Group
Maryland
$1.15M
PIMG
380
Patriot Investment Management Group
Tennessee
$1.12M +$1.12M +19,105 New
FCIM
381
Fairview Capital Investment Management
California
$1.12M +$501K +8,525 +81%
Northern Trust
382
Northern Trust
Illinois
$1.11M +$619K +10,527 +126%
JCM
383
Jacobi Capital Management
Pennsylvania
$1.1M +$3.12K +53 +0.3%
PPP
384
Private Portfolio Partners
New Jersey
$1.09M +$329K +5,592 +43%
LCP
385
Legacy Capital Partners
Wisconsin
$1.09M +$398K +6,771 +57%
SBA
386
Secrest Blakey & Associates
North Carolina
$1.08M -$1.47K -25 -0.1%
WB
387
Webster Bank
Connecticut
$1.07M +$3.82K +65 +0.4%
CA
388
Claro Advisors
Massachusetts
$1.06M +$6.76K +115 +0.6%
CCG
389
Cypress Capital Group
Florida
$1.05M -$30K -510 -3%
WWM
390
Windsor Wealth Management
Indiana
$1.05M +$214K +3,646 +26%
FTS
391
Fifth Third Securities
Ohio
$1.02M +$102K +1,744 +11%
OBWP
392
O'Brien Wealth Partners
Massachusetts
$1.01M +$1.47K +25 +0.1%
AFP
393
Ausdal Financial Partners
Iowa
$965K +$35.5K +604 +4%
GFS
394
GYL Financial Synergies
Connecticut
$964K +$22.8K +388 +2%
Principal Financial Group
395
Principal Financial Group
Iowa
$948K +$93.9K +1,597 +11%
FLI
396
Family Legacy Inc
South Carolina
$941K -$32.4K -547 -3%
RBFC
397
Roman Butler Fullerton & Co
Missouri
$940K +$218K +3,710 +30%
EWA
398
EP Wealth Advisors
California
$933K
GIM
399
Goelzer Investment Management
Indiana
$932K +$932K +15,849 New
HW
400
Hamilton Wealth
California
$924K -$2.64M -44,930 -74%