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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
AWM
51
Apollon Wealth Management
South Carolina
$628K +$56.2K +1,612 +9%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$600K +$366K +10,478 +127%
PIMG
53
Patriot Investment Management Group
Tennessee
$590K +$24.8K +710 +4%
ECM
54
Evergreen Capital Management
Washington
$531K
KWM
55
Kingsview Wealth Management
Oregon
$522K -$62.4K -1,788 -10%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$493K -$1.05K -30 -0.2%
CAN
57
Cetera Advisor Networks
California
$464K -$8.03K -230 -2%
CF
58
Centaurus Financial
California
$463K -$180K -5,146 -26%
BI
59
Berkeley Inc
Idaho
$461K +$733 +21 +0.1%
AA
60
ACT Advisors
North Carolina
$440K -$287K -8,237 -37%
UWM
61
USAdvisors Wealth Management
Minnesota
$436K -$2.41K -69 -0.5%
NL
62
NWAM LLC
Washington
$432K
SFG
63
Sovereign Financial Group
Connecticut
$402K -$31.9K -914 -7%
WWM
64
Western Wealth Management
Colorado
$397K +$433K +12,401 New
TFS
65
Thoroughbred Financial Services
Tennessee
$371K
OIA
66
OneDigital Investment Advisors
Kansas
$358K +$1.22K +35 +0.3%
CAC
67
Certified Advisory Corp
Florida
$354K +$50K +1,434 +15%
DWMG
68
DB Wealth Management Group
California
$343K +$151K +4,340 +68%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$291K -$338K -9,689 -51%
HI
70
Harbour Investments
Wisconsin
$288K
IDA
71
Intelligence Driven Advisers
California
$278K -$2.2K -63 -0.7%
KPWS
72
Kestra Private Wealth Services
Texas
$270K -$74.9K -2,146 -20%
MSAM
73
Moloney Securities Asset Management
Missouri
$263K -$18.7K -536 -6%
PGAM
74
Princeton Global Asset Management
New Jersey
$258K -$3.04K -87 -1%
RJTCONH
75
Raymond James Trust Company of New Hampshire
New Hampshire
$247K -$6.25K -179 -2%