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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 %
VNA
626
Valley National Advisers
Pennsylvania
$16K +$11.2K +189 +236%
HCC
627
Hirtle Callaghan & Co
Pennsylvania
$15K
EK
628
Evensky & Katz
Florida
$15K +$59 +1 +0.4%
BAM
629
Barrett Asset Management
New York
$12K
TFO
630
Tarbox Family Office
California
$12K
QCG
631
Quadrant Capital Group
Ohio
$11K
AA
632
AlphaMark Advisors
Kentucky
$8K
LYV
633
Live Your Vision
Pennsylvania
$8K +$8K +150 New
RIA
634
RPG Investment Advisory
California
$7K
1NWS
635
1 North Wealth Services
Maryland
$7K
HS
636
Horan Securities
United States
$7K
KPW
637
Kore Private Wealth
New York
$7K
TA
638
TCG Advisors
Texas
$6K +$6K +107 New
SCM
639
Shelton Capital Management
Colorado
$5K -$80.2K -4,710 -94%
NR
640
Newfound Research
Massachusetts
$5K -$1.65K -27 -25%
BFC
641
Bedel Financial Consulting
Indiana
$5K
AWM
642
AllSquare Wealth Management
New York
$5K
RFA
643
Reilly Financial Advisors
California
$5K
AS
644
Altshuler Shaham
Israel
$5K +$5K +291 New
SIS
645
Sound Income Strategies
Florida
$4K -$20K -335 -83%
NWA
646
New World Advisors
Massachusetts
$4K +$4K +72 New
BRC
647
Bell Rock Capital
Delaware
$3K
QAM
648
QCI Asset Management
New York
$2K +$2K +38 New
IAS
649
INR Advisory Services
Pennsylvania
$1K
LDFR
650
Lehman & Derafelo Financial Resources
Pennsylvania
$1K