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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 %
BWA
526
BDO Wealth Advisors
Florida
$270K -$44.5K -758 -14%
SAM
527
Shamrock Asset Management
Texas
$270K +$270K +4,587 New
DOA
528
D'Orazio & Associates
Virginia
$264K
CPIA
529
Cornell Pochily Investment Advisors
New York
$259K -$27.9K -474 -10%
OFG
530
OmniStar Financial Group
North Carolina
$255K +$255K +4,331 New
PP
531
PDS Planning
Ohio
$252K +$20.9K +355 +9%
TPA
532
Trivium Point Advisory
Connecticut
$252K +$252K +4,291 New
FVWA
533
Foster Victor Wealth Advisors
South Carolina
$251K
PCG
534
Private Capital Group
Connecticut
$251K +$31.8K +541 +14%
NGA
535
Naples Global Advisors
Florida
$249K
CWA
536
Cypress Wealth Advisors
California
$248K
DAS
537
Dynamic Advisor Solutions
Arizona
$245K +$245K +4,174 New
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$226K +3,844 +1,582%
BW
539
Bison Wealth
Georgia
$237K +$237K +4,025 New
FPFS
540
First Personal Financial Services
North Carolina
$235K +$1.06K +18 +0.5%
SC
541
Scotia Capital
Ontario, Canada
$235K +$235K +3,992 New
PCMC
542
Private Capital Management (Colorado)
Colorado
$234K +$234K +3,974 New
GAM
543
Grandview Asset Management
Pennsylvania
$233K +$233K +3,961 New
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$232K -$288K -4,903 -55%
LA
545
LexAurum Advisors
Kansas
$229K +$176 +3 +0.1%
VR
546
Viridian RIA
Washington
$227K -$69.2K -1,179 -23%
AP
547
Arlington Partners
Alabama
$225K +$225K +3,829 New
JA
548
JVL Associates
Michigan
$222K +$222K +3,770 New
MFW
549
Meristem Family Wealth
Minnesota
$222K +$222K +3,780 New
PMG
550
ProVise Management Group
Florida
$220K -$5.89K -100 -3%