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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 %
SMC
126
Smith, Moore & Co
Missouri
$3.68M +$3.68M +83,734 New
DIP
127
DT Investment Partners
Pennsylvania
$3.64M +$12.7K +288 +0.3%
VC
128
Vicus Capital
Pennsylvania
$3.54M -$65.6K -1,494 -2%
CWM
129
Concert Wealth Management
California
$3.52M +$1.3M +29,500 +58%
SCA
130
Snowden Capital Advisors
New York
$3.37M +$3.37M +76,618 New
Millennium Management
131
Millennium Management
New York
$3.05M +$2.37M +53,938 +347%
BRWA
132
B. Riley Wealth Advisors
Florida
$3.04M -$174K -3,950 -5%
PAS
133
Partnervest Advisory Services
California
$3.02M +$609K +13,862 +25%
FI
134
FormulaFolio Investments
Michigan
$2.98M +$1.9M +43,260 +175%
PA
135
Pinnacle Associates
New York
$2.83M +$2.83M +64,445 New
TCM
136
Tuttle Capital Management
Connecticut
$2.82M -$3.55M -79,852 -56%
GWM
137
Geneos Wealth Management
Colorado
$2.75M +$2.75M +62,078 New
LIA
138
LS Investment Advisors
Michigan
$2.64M +$2.57M +58,400 +3,650%
BlackRock
139
BlackRock
New York
$2.57M -$699K -15,900 -21%
NFG
140
Next Financial Group
Texas
$2.56M +$2.19M +49,892 +592%
AWMS
141
Advocacy Wealth Management Services
Georgia
$2.47M +$1.63M +37,077 +194%
AL
142
Aspiriant LLC
California
$2.47M +$1.16M +26,350 +88%
Goldman Sachs
143
Goldman Sachs
New York
$2.38M +$2M +45,559 +534%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$1.98M +44,976 +572%
FFA
145
Fragasso Financial Advisors
Pennsylvania
$2.31M +$797K +18,141 +53%
AIA
146
AIMZ Investment Advisors
California
$2.24M +$1.39M +32,900 +165%
ASN
147
Advisory Services Network
Georgia
$2.21M +$1.44M +32,763 +187%
JFG
148
JMG Financial Group
Illinois
$1.97M -$284K -6,455 -13%
WEC
149
Winslow Evans & Crocker
Massachusetts
$1.96M +$1.79M +40,709 +1,024%
OBWP
150
O'Brien Wealth Partners
Massachusetts
$1.91M -$207K -4,714 -10%