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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 %
PL
501
Parthenon LLC
Kentucky
$345K
PWW
502
Pettyjohn Wood & White
Virginia
$341K +$294 +5 +0.1%
BA
503
BCM Advisors
Louisiana
$340K
IDA
504
Intelligence Driven Advisers
California
$336K +$336K +5,710 New
SIAS
505
Shine Investment Advisory Services
Colorado
$335K
FNT
506
First National Trust
Pennsylvania
$330K -$150K -2,545 -31%
AC
507
Abbrea Capital
California
$330K
EIA
508
Eldridge Investment Advisors
New Hampshire
$327K -$470K -8,000 -59%
VCM
509
Virtue Capital Management
Tennessee
$324K +$324K +5,504 New
BF
510
BOK Financial
Oklahoma
$321K +$72.6K +1,233 +29%
VHAM
511
Van Hulzen Asset Management
California
$317K +$13.1K +222 +4%
FT
512
Fiduciary Trust
Massachusetts
$315K +$587 +10 +0.2%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K -$3.55M -60,300 -92%
AIC
514
Archer Investment Corporation
Indiana
$305K -$8.4K -143 -3%
WTC
515
WhitTier Trust Company
Nevada
$304K
BFIM
516
Beese Fulmer Investment Management
Ohio
$299K
BFPW
517
BOK Financial Private Wealth
Colorado
$296K
MAU
518
MRA Associates USA
Arizona
$296K +$43.6K +742 +17%
BSW
519
Buckingham Strategic Wealth
Missouri
$294K +$294K +4,996 New
CW
520
CreativeOne Wealth
Kansas
$293K -$9.18K -156 -3%
DWM
521
Darwin Wealth Management
Florida
$289K -$26.9K -458 -9%
TRCT
522
Tower Research Capital (TRC)
New York
$285K +$285K +4,848 New
DSC
523
Duncker Streett & Co
Missouri
$279K +$250K +4,265 +878%
SWA
524
Stratos Wealth Advisors
Ohio
$277K +$277K +4,707 New
CFG
525
Cooper Financial Group
California
$273K +$36.8K +626 +16%