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iShares MSCI USA Min Vol Factor ETF

275 hedge funds and large institutions have $6.62B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+56
Holders Change %
+25.57%
% of All Funds
7.34%
Holding in Top 10
62
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+37.78%
% of All Funds
1.65%
New
72
Increased
135
Reduced
43
Closed
15
Calls
$2.49M
Puts
$1.03M
Net Calls
+$1.46M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
51
Parker Investment Management
California
$24M +$24M +546,674 New
WBG
52
Wharton Business Group
Pennsylvania
$23.7M
TCM
53
TD Capital Management
Tennessee
$23.6M -$4.72M -107,400 -17%
SCA
54
Stuart Chaussee & Associates
California
$23.5M +$23.5M +535,482 New
TNBTD
55
Trustmark National Bank Trust Department
Mississippi
$23.3M +$6.67M +151,737 +40%
CIA
56
Choate Investment Advisors
Massachusetts
$22.9M +$10.8M +246,358 +89%
HFA
57
High Falls Advisors
New York
$21.6M +$21.6M +492,245 New
AssetMark Inc
58
AssetMark Inc
California
$20.8M +$7.51M +171,053 +57%
MFS
59
MSI Financial Services
Massachusetts
$20.8M +$9.98M +227,125 +93%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$20.4M -$16.7M -380,885 -45%
LWA
61
Lowe Wealth Advisors
Maryland
$20.2M +$247K +5,629 +1%
WB
62
Webster Bank
Connecticut
$19.5M +$19.5M +444,175 New
LPT
63
Legacy Private Trust
Wisconsin
$19.5M -$1.91M -43,394 -9%
GT
64
Glenmede Trust
Pennsylvania
$19.2M +$16.2M +368,110 +537%
TF
65
Tompkins Financial
New York
$18.3M -$252K -5,746 -1%
SCM
66
Stonehearth Capital Management
Massachusetts
$18M +$55K +1,252 +0.3%
EK
67
Evensky & Katz
Florida
$17.8M +$2.54M +57,804 +17%
ACP
68
Arcus Capital Partners
Georgia
$17.5M +$3.44M +78,306 +25%
BTS
69
BB&T Securities
Virginia
$16.8M +$16.8M +381,664 New
FFBTD
70
First Financial Bank - Trust Division
Ohio
$15.9M +$1.28M +29,242 +9%
PAG
71
Private Advisor Group
New Jersey
$15.6M +$7.93M +171,149 +104%
SFA
72
Stewardship Financial Advisors
Georgia
$15.5M +$4.19M +95,343 +37%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$14.8M +$2.6M +59,190 +21%
EC
74
Estate Counselors
Wisconsin
$14.6M +$255K +5,800 +2%
BIM
75
BlackRock Investment Management
Delaware
$14.3M +$4.68M +106,510 +49%