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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 %
PC
576
Permanens Capital
New York
$136K +$136K +2,320 New
WAM
577
Wealthspire Advisors (Maryland)
Maryland
$135K +$413 +7 +0.3%
AWM
578
Aevitas Wealth Management
Massachusetts
$131K +$351 +6 +0.3%
APW
579
Acima Private Wealth
Virginia
$125K
TCOV
580
Trust Company of Vermont
Vermont
$108K -$6.2K -105 -5%
PW
581
Price Wealth
Texas
$106K
WEC
582
Winslow Evans & Crocker
Massachusetts
$106K +$3.56K +60 +3%
CIAS
583
Capital Investment Advisory Services
North Carolina
$106K +$17.4K +295 +20%
HWM
584
Holloway Wealth Management
Florida
$104K -$93K
CC
585
Cassaday & Co
Virginia
$103K
HNB
586
Huntington National Bank
Ohio
$99K
OC
587
Oakworth Capital
Alabama
$96K
BBA
588
Braun-Bostich & Associates
Pennsylvania
$95K -$752K -12,767 -89%
SWM
589
SeaCrest Wealth Management
New York
$94K +$41.5K +708 +79%
CA
590
Crewe Advisors
Utah
$88K
RFWA
591
RPg Family Wealth Advisory
Massachusetts
$86.3K
OSNBOA
592
Old Second National Bank of Aurora
Illinois
$86K +$86K +1,460 New
SMG
593
Spectrum Management Group
Indiana
$78K
TFGT
594
TS Financial Group (TSFG)
Illinois
$77K +$77K +1,318 New
YWP
595
YorkBridge Wealth Partners
New York
$70K
ME
596
McIlrath & Eck
Washington
$69K
CFB
597
Cullen/Frost Bankers
Texas
$68K +$68K +1,151 New
BWM
598
BerganKDV Wealth Management
Minnesota
$67K
LPWM
599
Lake Point Wealth Management
Texas
$66K -$3.73M -60,549 -98%
BBNA
600
Bremer Bank National Association
Minnesota
$66K +$66K +1,105 New