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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 %
VWA
201
VERITY Wealth Advisors
United States
$6.77M +$134K +2,284 +2%
ECML
202
Eagle Capital Management (Louisiana)
Louisiana
$6.66M +$20.1K +341 +0.3%
CG
203
CFO4Life Group
Texas
$6.48M -$468K -7,954 -7%
GIA
204
Gladstone Institutional Advisory
Florida
$6.27M +$653K +11,105 +12%
WP
205
WealthSource Partners
California
$6.23M +$874K +14,867 +16%
KFGK
206
Keystone Financial Group (Kentucky)
Kentucky
$6.12M +$836K +14,214 +16%
FSA
207
Financial Services Advisory
Maryland
$6.12M +$6.12M +104,053 New
IWA
208
IBEX Wealth Advisors
New Jersey
$6.06M +$946K +16,091 +19%
UB
209
UMB Bank
Missouri
$5.96M -$654K -11,127 -10%
IWM
210
IHT Wealth Management
Illinois
$5.93M +$691K +11,744 +13%
LNC
211
Lincoln National Corp
Pennsylvania
$5.87M -$1.36M -23,172 -19%
CA
212
Clearstead Advisors
Ohio
$5.82M
AIM
213
Advantage Investment Management
Iowa
$5.81M +$1.71M +29,033 +42%
CAC
214
Certified Advisory Corp
Florida
$5.66M +$110K +1,879 +2%
VWA
215
V Wealth Advisors
Kansas
$5.61M +$203K +3,412 +4%
MBT
216
Montecito Bank & Trust
California
$5.58M +$5.2M +88,415 +1,383%
WWM
217
Western Wealth Management
Colorado
$5.5M +$2.78M +47,284 +102%
FF
218
Friedenthal Financial
New Jersey
$5.5M +$184K +3,126 +3%
LPT
219
Legacy Private Trust
Wisconsin
$5.41M -$86.3K -1,467 -2%
Axa
220
Axa
France
$5.4M +$305K +5,190 +6%
FLA
221
Financial Life Advisors
Texas
$5.3M +$840K +14,286 +19%
AF
222
Allworth Financial
California
$5.27M -$246K -4,177 -4%
FA
223
Freestate Advisors
Kansas
$5.27M -$75.3M -1,280,551 -93%
ACM
224
Allred Capital Management
Texas
$5.24M +$2.03M +34,413 +63%
CAG
225
Csenge Advisory Group
Florida
$5.22M -$183K -3,108 -3%