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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $211M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$1.28M +$1.28M +30,900 New
LS
27
Leelyn Smith
Illinois
$1.2M -$14.5K -349 -1%
SPIA
28
Steward Partners Investment Advisory
New York
$1.11M -$13.3K -322 -1%
AWM
29
Apollon Wealth Management
South Carolina
$1.07M -$20.4K -491 -2%
1WM
30
1858 Wealth Management
Ohio
$1.05M +$1.05M +25,420 New
PCIA
31
Prime Capital Investment Advisors
Kansas
$1.04M -$11.2K -271 -1%
Goldman Sachs
32
Goldman Sachs
New York
$942K -$6.23M -150,315 -87%
PIMG
33
Patriot Investment Management Group
Tennessee
$928K -$33.9K -818 -4%
PAG
34
Private Advisor Group
New Jersey
$859K -$7.42K -179 -0.9%
NA
35
NewEdge Advisors
Louisiana
$815K -$388K -9,366 -32%
MWS
36
MFA Wealth Services
California
$707K -$622 -15 -0.1%
KAS
37
Kestra Advisory Services
Texas
$607K -$5.8K -140 -0.9%
Osaic Holdings
38
Osaic Holdings
Arizona
$559K +$162K +3,917 +41%
MFWP
39
Mosaic Family Wealth Partners
Missouri
$551K +$290 +7 +0.1%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$548K
FFA
41
Fortune Financial Advisors
Kansas
$541K -$3.36K -81 -0.6%
Citadel Advisors
42
Citadel Advisors
Florida
$516K -$413K -9,952 -44%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$475K -$134K -3,234 -22%
JAA
44
Joel Adams & Associates
North Carolina
$466K -$232K -5,607 -33%
HNWAG
45
High Net Worth Advisory Group
Florida
$463K -$1.33M -31,972 -74%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$440K
GVAG
47
Great Valley Advisor Group
Delaware
$427K -$11.7K -283 -3%
AWC
48
Adamsbrown Wealth Consultants
Kansas
$423K +$1.49K +36 +0.4%
CIA
49
Concurrent Investment Advisors
Florida
$388K -$3.15K -76 -0.8%
MML Investors Services
50
MML Investors Services
Massachusetts
$381K -$41.5K -1,002 -10%