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iShares MSCI USA Min Vol Factor ETF

655 hedge funds and large institutions have $16B invested in iShares MSCI USA Min Vol Factor ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+43
Holders Change %
+7.03%
% of All Funds
14.2%
Holding in Top 10
145
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.21%
% of All Funds
3.14%
New
92
Increased
330
Reduced
153
Closed
39
Calls
$16.9M
Puts
$2.93M
Net Calls
+$14M
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$8.18M +$439K +7,461 +6%
LIA
177
LS Investment Advisors
Michigan
$8.15M +$208K +3,545 +3%
IWC
178
Integrated Wealth Concepts
Massachusetts
$8.07M +$7.3M +124,123 +950%
MNBTD
179
Moody National Bank Trust Division
Texas
$8.04M
IA
180
IFG Advisory
Georgia
$8.03M +$891K +10,807 +12%
EPA
181
Element Pointe Advisors
Florida
$7.86M +$62K +1,055 +0.8%
Jane Street
182
Jane Street
New York
$7.83M +$6.4M +108,770 +445%
FPGK
183
Financial Partners Group (Kansas)
Kansas
$7.78M +$371K +6,310 +5%
WI
184
Wintrust Investments
Illinois
$7.76M +$2.11M +35,828 +37%
SB
185
Suntrust Banks
Georgia
$7.71M +$814K +13,844 +12%
NAM
186
North American Management
Massachusetts
$7.64M -$456K -7,763 -6%
VC
187
Vicus Capital
Pennsylvania
$7.63M +$516K +8,783 +7%
TA
188
TMD & Associates
Arizona
$7.62M -$3.11M -52,815 -29%
TI
189
TTP Investments
California
$7.6M +$7.6M +129,163 New
BMM
190
Berkshire Money Management
Massachusetts
$7.44M -$18.3M -311,396 -71%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$7.4M +$724K +12,315 +11%
BA
192
Boston Advisors
Massachusetts
$7.3M +$50K +851 +0.7%
KA
193
Klingman & Associates
New York
$7.28M +$853K +14,505 +13%
SCA
194
Snowden Capital Advisors
New York
$7.26M -$27.5K -467 -0.4%
MWA
195
Meridian Wealth Advisors
Texas
$7.17M +$4.9M +83,397 +216%
CI
196
CX Institutional
Indiana
$7.13M -$1.06M -18,075 -13%
AWM
197
Alterna Wealth Management
Texas
$6.85M +$2.66M +45,202 +63%
CI
198
Cavalier Investments
Georgia
$6.85M -$6.29M -107,064 -48%
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.83M -$12.5M -211,848 -65%
MWC
200
MKD Wealth Coaches
Michigan
$6.78M +$6.78M +115,344 New