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iShares MSCI USA Min Vol Factor ETF

152 hedge funds and large institutions have $2.03B invested in iShares MSCI USA Min Vol Factor ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
4.05%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
27
Increased
77
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGAM
26
Steinberg Global Asset Management
Florida
$18.3M +$506K +12,267 +3%
LWA
27
Lowe Wealth Advisors
Maryland
$17.9M -$93.1K -2,257 -0.5%
AI
28
Atria Investments
North Carolina
$15.8M +$963K +23,331 +7%
LPT
29
Legacy Private Trust
Wisconsin
$14.8M -$4.97M -120,404 -25%
SCM
30
Stonehearth Capital Management
Massachusetts
$14.5M +$734K +17,787 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14M +$2.22M +53,891 +19%
EK
32
Evensky & Katz
Florida
$13.7M -$66.8K -1,620 -0.5%
S
33
SignatureFD
Georgia
$12.6M -$2.14M -51,800 -15%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$11.6M +$2.74M +66,320 +31%
Allianz Asset Management
35
Allianz Asset Management
Germany
$11.4M +$2.55M +61,759 +29%
RJA
36
Raymond James & Associates
Florida
$11M +$2.87M +69,535 +35%
CB
37
Community Bank
New York
$10.3M +$1.1M +26,600 +12%
Goldman Sachs
38
Goldman Sachs
New York
$10.1M +$4.4M +106,620 +78%
CG
39
Colony Group
Massachusetts
$9.68M +$9.68M +234,536 New
AIM
40
Astor Investment Management
Illinois
$9.09M -$52.9K -1,281 -0.6%
NEAM
41
New England Asset Management
Connecticut
$9.08M +$9.08M +220,000 New
CAL
42
Capital Advisors Ltd
Ohio
$8.97M +$618K +14,980 +7%
FDCC
43
Foster Dykema Cabot & Co
Massachusetts
$8.79M +$142K +3,445 +2%
AIG
44
American International Group
New York
$8.5M +$3.66M +88,665 +75%
RIA
45
Regal Investment Advisors
Michigan
$7.48M +$1.01M +24,583 +16%
TF
46
Tompkins Financial
New York
$7.29M +$552K +13,387 +8%
MAA
47
Managed Account Advisors
New Jersey
$6.46M +$4.6M +111,401 +247%
ICM
48
ICC Capital Management
Florida
$6.45M +$264K +6,390 +4%
Franklin Resources
49
Franklin Resources
California
$6.23M -$503K -12,200 -7%
3AM
50
3D Asset Management
Connecticut
$5.78M -$230K -5,575 -4%