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iShares MSCI USA Min Vol Factor ETF

103 hedge funds and large institutions have $952M invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.98%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
19
Increased
30
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
76
Wisconsin Capital Management
Wisconsin
$308K +$3.61K +100 +1%
AA
77
Ancora Advisors
Ohio
$305K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$297K -$32.4K -900 -10%
ICAS
79
Investors Capital Advisory Services
Massachusetts
$290K +$23.5K +652 +9%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$89.3K -2,474 -25%
HCA
81
Harbour Capital Advisors
Virginia
$264K
MA
82
MUFG Americas
New York
$262K +$262K +7,280 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$257K +$257K +7,128 New
Axa
84
Axa
France
$256K
VFS
85
VSR Financial Services
Kansas
$250K +$4.54K +126 +2%
PAG
86
Private Advisor Group
New Jersey
$237K +$237K +6,580 New
LI
87
LVZ Inc
Michigan
$224K +$224K +6,204 New
LG
88
Laidlaw Group
New York
$218K +$218K +6,050 New
GI
89
Glovista Investments
New Jersey
$209K +$209K +5,800 New
CWM
90
Concert Wealth Management
California
$201K +$201K +5,778 New
CLOS
91
Compagnie Lombard Odier SCmA
Switzerland
$180K
NES
92
New England Securities
New York
$177K -$23.5K -650 -12%
PTC
93
Private Trust Company
Ohio
$145K
QLMGAA
94
QS Legg Mason Global Asset Allocation
New York
$102K +$102K +2,814 New
BHB
95
Bank Hapoalim BM
Israel
$89K +$89K +2,440 New
DADC
96
D.A. Davidson & Co
Montana
$52K
HF
97
Hoxton Financial
West Virginia
$49K
WA
98
WFG Advisors
Texas
$30K +$30K +820 New
SF
99
Synovus Financial
Georgia
$25K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +362 New