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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $655M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.18% more ownership

Funds ownership: 91.25%94.43% (+3.2%)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0% more funds holding

Funds holding: 121121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $662M → $655M (-$7.69M)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
43
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.7M -$271K -7,760 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.5M -$5.02M -143,919 -75%
AAS
28
Ameritas Advisory Services
Nebraska
$1.47M -$683K -19,583 -30%
BMCM
29
Burns Matteson Capital Management
New York
$1.4M -$2.02K -58 -0.1%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$1.31M -$280K -8,018 -16%
CAG
31
Curtis Advisory Group
California
$1.29M -$95.8K -2,747 -6%
LS
32
Leelyn Smith
Illinois
$1.18M -$404K -11,571 -24%
FFWM
33
Future Financial Wealth Management
Ohio
$1.16M +$1.19M +34,076 New
Citadel Advisors
34
Citadel Advisors
Florida
$1.16M +$320K +9,181 +34%
Jane Street
35
Jane Street
New York
$1.13M -$428K -12,268 -26%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.11M -$7.33K -210 -0.6%
IWM
37
IHT Wealth Management
Illinois
$1.09M +$23.3K +669 +2%
Goldman Sachs
38
Goldman Sachs
New York
$1.02M +$1.12M +31,961 New
SI
39
Saxon Interests
Texas
$999K +$1.06M +30,267 New
Wells Fargo
40
Wells Fargo
California
$947K +$117K +3,363 +13%
HSA
41
HBK Sorce Advisory
Pennsylvania
$881K -$68.8K -1,971 -7%
SAS
42
Sanford Advisory Services
Michigan
$761K -$11.7K -336 -1%
PFA
43
Professional Financial Advisors
Nebraska
$743K -$5.97K -171 -0.7%
MW
44
Marcum Wealth
Ohio
$728K -$42.1K -1,208 -5%
PAG
45
Private Advisor Group
New Jersey
$695K -$133K -3,807 -15%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$658K +$507K +14,518 +238%
EAM
47
Empirical Asset Management
Massachusetts
$655K -$162K -4,651 -18%
CWM
48
Cornerstone Wealth Management
Missouri
$654K -$1.33K -38 -0.2%
TGAM
49
TBH Global Asset Management
Tennessee
$636K -$21.6K -618 -3%
ACM
50
Armbruster Capital Management
New York
$636K +$343K +9,825 +97%