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iShares MSCI USA Small-Cap Min Vol Factor ETF

118 hedge funds and large institutions have $811M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$1.35M 39,245 -61,723 -61%
Wells Fargo
27
Wells Fargo
California
$1.27M 37,147 -34,765 -48%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.22M 35,484 -615 -2%
IWM
29
IHT Wealth Management
Illinois
$1.17M 34,181 -182 -0.5%
LS
30
Leelyn Smith
Illinois
$1.13M 32,882
Goldman Sachs
31
Goldman Sachs
New York
$1.07M 31,327 -10,617 -25%
DWMG
32
DB Wealth Management Group
California
$974K 28,410 -2,673 -9%
Osaic Holdings
33
Osaic Holdings
Arizona
$958K 27,979 -44,780 -62%
AWM
34
Axxcess Wealth Management
California
$942K 27,465 +117 +0.4%
AWC
35
Adamsbrown Wealth Consultants
Kansas
$923K 26,935 -3,741 -12%
MW
36
Marcum Wealth
Ohio
$741K 21,624 +143 +0.7%
PAG
37
Private Advisor Group
New Jersey
$730K 21,307 -34 -0.2%
ACM
38
Armbruster Capital Management
New York
$709K 20,675
TGAM
39
TBH Global Asset Management
Tennessee
$659K 19,226 -229 -1%
CWM
40
Cornerstone Wealth Management
Missouri
$647K 18,884 -1,407 -7%
CAN
41
Cetera Advisor Networks
California
$646K 18,836 +335 +2%
MFWP
42
Mosaic Family Wealth Partners
Missouri
$629K 18,349 -730 -4%
PIMG
43
Patriot Investment Management Group
Tennessee
$622K 18,142 +85 +0.5%
HSA
44
HBK Sorce Advisory
Pennsylvania
$591K 17,226 -4,565 -21%
FFA
45
Fortune Financial Advisors
Kansas
$588K 17,166 +17,166 New
Truist Financial
46
Truist Financial
North Carolina
$584K 17,034 +2,779 +19%
ECM
47
Evergreen Capital Management
Washington
$572K 16,680
Citadel Advisors
48
Citadel Advisors
Florida
$548K 15,996 -1,074 -6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$540K 15,745 -280 -2%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$509K 14,849 -217 -1%