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iShares MSCI USA Min Vol Factor ETF

453 hedge funds and large institutions have $8.73B invested in iShares MSCI USA Min Vol Factor ETF in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 149 increasing their positions, 136 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+87
Holders Change %
+23.77%
% of All Funds
10.29%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.66%
New
107
Increased
149
Reduced
136
Closed
18
Calls
$2.28M
Puts
$4.38M
Net Calls
-$2.1M
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$743K +14,078 +5%
TC
77
Trilogy Capital
California
$14.7M +$14.7M +279,071 New
FAIM
78
Financial Advocates Investment Management
Washington
$14.7M +$14.7M +279,048 New
BCM
79
Brookstone Capital Management
Illinois
$13.7M -$2.15M -40,791 -14%
LFAS
80
Level Four Advisory Services
Texas
$13.1M -$2.08M -39,331 -14%
EC
81
Estate Counselors
Wisconsin
$12.9M -$306K -5,800 -2%
AIM
82
Advantage Investment Management
Iowa
$12.3M +$687K +13,017 +6%
CTI
83
Community Trust & Investment
Kentucky
$12.3M -$407K -7,713 -3%
CIA
84
Choate Investment Advisors
Massachusetts
$12.3M -$2.32M -43,871 -16%
CWM
85
Cornerstone Wealth Management
Missouri
$12.2M +$4.85M +90,753 +66%
PCFFS
86
Pacific Center for Financial Services
California
$11.9M +$601K +11,387 +5%
RWG
87
Regal Wealth Group
California
$11.7M -$2.96M -56,062 -20%
MIAN
88
Mariner Independent Advisor Network
Kansas
$11.4M -$1.72M -32,604 -13%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$11.2M -$386K -7,314 -3%
BCA
90
Berman Capital Advisors
Georgia
$11.1M +$11.1M +211,109 New
Lido Advisors
91
Lido Advisors
California
$11M -$685K -12,980 -6%
CB
92
Community Bank
New York
$10.8M -$31.7K -600 -0.3%
IA
93
IFP Advisors
Florida
$10.7M -$442K -8,374 -4%
SCM
94
Stonehearth Capital Management
Massachusetts
$10.6M -$83.3K -1,578 -0.8%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$9.8M +$474K +8,975 +5%
TFS
96
TrustCore Financial Services
Tennessee
$9.41M +$9.41M +178,278 New
UB
97
UMB Bank
Missouri
$9.37M -$316K -5,988 -3%
TA
98
TMD & Associates
Arizona
$9.05M +$33.7K +639 +0.4%
CS
99
Comerica Securities
Michigan
$9.02M +$348K +6,592 +4%
FF
100
Fluent Financial
Texas
$9.01M +$9.01M +168,547 New