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iShares MSCI USA Small-Cap Min Vol Factor ETF

114 hedge funds and large institutions have $820M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
26
Apollon Wealth Management
South Carolina
$1.28M 38,633 -1,563 -4%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.14M 34,378 -1,106 -3%
IWM
28
IHT Wealth Management
Illinois
$1.12M 33,891 -290 -0.8%
ACM
29
Armbruster Capital Management
New York
$1.08M 32,575 +11,900 +58%
Wells Fargo
30
Wells Fargo
California
$1.06M 32,148 -4,999 -13%
LS
31
Leelyn Smith
Illinois
$1.05M 31,794 -1,088 -3%
AWM
32
Axxcess Wealth Management
California
$903K 27,320 -145 -0.5%
Jane Street
33
Jane Street
New York
$890K 26,939 +26,939 New
Citadel Advisors
34
Citadel Advisors
Florida
$838K 25,359 +9,363 +59%
Osaic Holdings
35
Osaic Holdings
Arizona
$747K 22,598 -5,381 -19%
MW
36
Marcum Wealth
Ohio
$740K 22,397 +773 +4%
PAG
37
Private Advisor Group
New Jersey
$699K 21,159 -148 -0.7%
PIMG
38
Patriot Investment Management Group
Tennessee
$644K 19,495 +1,353 +7%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$614K 18,588 +9,355 +101%
MFWP
40
Mosaic Family Wealth Partners
Missouri
$606K 18,349
FFA
41
Fortune Financial Advisors
Kansas
$561K 16,966 -200 -1%
ECM
42
Evergreen Capital Management
Washington
$554K 16,680
Truist Financial
43
Truist Financial
North Carolina
$545K 16,494 -540 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$521K 15,775 +30 +0.2%
TGAM
45
TBH Global Asset Management
Tennessee
$494K 14,945 -4,281 -22%
Two Sigma Investments
46
Two Sigma Investments
New York
$453K 13,700 +13,700 New
HSA
47
HBK Sorce Advisory
Pennsylvania
$451K 13,657 -3,569 -21%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$449K 13,578 -1,271 -9%
AWC
49
Adamsbrown Wealth Consultants
Kansas
$444K 13,427 -13,508 -50%
BI
50
Berkeley Inc
Idaho
$434K 13,136