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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 %
SWM
101
Sequoia Wealth Management
Illinois
$9M +$9M +168,331 New
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$8.94M -$317K -6,000 -3%
SWMG
103
Sanchez Wealth Management Group
Florida
$8.85M +$8.85M +165,618 New
CAG
104
Crestwood Advisors Group
Massachusetts
$8.65M +$48.7K +923 +0.6%
SB
105
Suntrust Banks
Georgia
$8.63M +$1.71M +32,478 +25%
BRWA
106
B. Riley Wealth Advisors
Florida
$8.61M +$8.61M +163,011 New
NAM
107
North American Management
Massachusetts
$8.36M -$310K -5,866 -4%
William Blair & Company
108
William Blair & Company
Illinois
$7.96M -$86.1K -1,632 -1%
BS
109
Banco Santander
Spain
$7.92M +$630K +11,928 +9%
PAS
110
Partnervest Advisory Services
California
$7.73M +$74.1K +1,403 +1%
AIP
111
Ahrens Investment Partners
Louisiana
$7.66M +$7.28K +138 +0.1%
PAMG
112
Patton Albertson Miller Group
Tennessee
$7.55M +$234K +4,426 +3%
SPIA
113
Steward Partners Investment Advisory
New York
$7.51M +$1.67M +31,552 +28%
BFG
114
Barber Financial Group
Kansas
$7.48M +$468K +8,861 +7%
AF
115
Allworth Financial
California
$7.43M -$1.74M -32,874 -19%
FTIOP
116
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.14M +$7.14M +135,258 New
PP
117
PagnatoKarp Partners
Virginia
$7.1M +$589K +11,166 +9%
SMC
118
Smith, Moore & Co
Missouri
$7.08M +$562K +10,643 +9%
S
119
SimplyRich
California
$7.03M +$7.03M +133,105 New
AWA
120
Acorn Wealth Advisors
Michigan
$6.7M +$6.7M +125,471 New
Goldman Sachs
121
Goldman Sachs
New York
$6.61M +$5.99M +113,551 +969%
CG
122
CFO4Life Group
Texas
$6.47M -$2.47M -46,740 -28%
LPT
123
Legacy Private Trust
Wisconsin
$6.42M -$535K -10,143 -8%
MLIC
124
Mandatum Life Insurance Company
Finland
$6.35M -$8.97K -170 -0.1%
BC
125
Brinker Capital
Pennsylvania
$6.18M -$560K -10,613 -8%