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iShares MSCI USA Small-Cap Min Vol Factor ETF

123 hedge funds and large institutions have $716M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
33
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.43M +$94.5K +2,533 +7%
BMCM
27
Burns Matteson Capital Management
New York
$1.41M -$61.4K -1,646 -4%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.28M -$11.1K -298 -0.9%
SMA
29
Sage Mountain Advisors
Georgia
$1.23M
KAS
30
Kestra Advisory Services
Texas
$1.12M -$35.5K -952 -3%
LS
31
Leelyn Smith
Illinois
$1.1M -$50.5K -1,354 -4%
Citadel Advisors
32
Citadel Advisors
Florida
$1.07M -$1.05M -28,021 -49%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.04M -$2.12M -56,912 -67%
PCIA
34
Prime Capital Investment Advisors
Kansas
$1.01M -$21.7K -582 -2%
Wells Fargo
35
Wells Fargo
California
$998K +$21.3K +570 +2%
CPC
36
Consolidated Planning Corp
Georgia
$982K -$27.8K -746 -3%
MSAM
37
Moloney Securities Asset Management
Missouri
$955K +$633K +16,976 +197%
MW
38
Marcum Wealth
Ohio
$882K -$261 -7 -0%
AWM
39
Axxcess Wealth Management
California
$881K -$31.4K -842 -3%
PAG
40
Private Advisor Group
New Jersey
$852K -$10.7K -287 -1%
PIMG
41
Patriot Investment Management Group
Tennessee
$775K
ECM
42
Evergreen Capital Management
Washington
$622K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$608K -$213K -5,723 -26%
MFWP
44
Mosaic Family Wealth Partners
Missouri
$604K -$71.2K -1,908 -11%
LFAS
45
Level Four Advisory Services
Texas
$521K +$521K +13,974 New
FFA
46
Fortune Financial Advisors
Kansas
$507K -$970 -26 -0.2%
AWC
47
Adamsbrown Wealth Consultants
Kansas
$458K -$6.42K -172 -1%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$446K +$1.16K +31 +0.3%
HSA
49
HBK Sorce Advisory
Pennsylvania
$441K -$8.09K -217 -2%
IWM
50
IHT Wealth Management
Illinois
$432K -$245K -6,578 -36%