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iShares MSCI USA Small-Cap Min Vol Factor ETF
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133 hedge funds and large institutions have $747M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $694M → $747M (+$52.8M)

6% more funds holding

Funds holding: 125 → 133 (+8)

3.79% more ownership

Funds ownership: 82.35% → 86.14% (+3.8%)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
44
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$15.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.97M
4
CCC
Crescent Capital Consulting
Louisiana
+$1.39M
5
CWM
Cornerstone Wealth Management
Missouri
+$1.31M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$6.03M
2
Bank of America
Bank of America
North Carolina
-$6.01M
3
CCFM
Clear Creek Financial Management
Washington
-$3.16M
4
PG
Prostatis Group
Maryland
-$3.11M
5
FTUS
Flow Traders U.S.
New York
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$2.51M +$421 +11 +0%
HNWAG
27
High Net Worth Advisory Group
Florida
$2.38M +$2.33M +60,905 New
AWC
28
Adamsbrown Wealth Consultants
Kansas
$2.2M +$2.15M +56,170 New
PFA
29
Professional Financial Advisors
Nebraska
$2.1M +$88.3K +2,306 +4%
LS
30
Leelyn Smith
Illinois
$2.06M -$41K -1,072 -2%
CCC
31
Crescent Capital Consulting
Louisiana
$1.96M +$1.39M +36,188 +261%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.8M +$16.1K +420 +0.9%
BMCM
33
Burns Matteson Capital Management
New York
$1.76M -$74.8K -1,953 -4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.48M -$14K -365 -1%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.42M -$909K -23,742 -40%
APWM
36
Atlas Private Wealth Management
New York
$1.32M +$57.6K +1,505 +5%
IWM
37
IHT Wealth Management
Illinois
$1.31M -$269K -7,024 -17%
SMA
38
Sage Mountain Advisors
Georgia
$1.29M +$1.27M +33,080 New
AFP
39
Ausdal Financial Partners
Iowa
$1.26M – – –
SAS
40
Sanford Advisory Services
Michigan
$1.2M -$151K -3,936 -11%
TGAM
41
TBH Global Asset Management
Tennessee
$1.17M +$500K +13,054 +78%
PG
42
Prostatis Group
Maryland
$1.16M -$3.11M -81,238 -73%
SGI
43
Summit Global Investments
Utah
$1.13M -$1.58M -41,207 -59%
EAM
44
Empirical Asset Management
Massachusetts
$1.08M +$1.06M +27,735 New
MFW
45
Mosaic Family Wealth
Missouri
$958K +$70.5K +1,842 +8%
PAG
46
Private Advisor Group
New Jersey
$942K -$170K -4,449 -16%
BI
47
Berkeley Inc
Idaho
$880K -$125K -3,254 -13%
AA
48
ACT Advisors
North Carolina
$876K -$134K -3,492 -13%
MW
49
Marcum Wealth
Ohio
$857K +$12.7K +331 +2%
KWM
50
Kingsview Wealth Management
Oregon
$796K +$117K +3,060 +18%
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