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iShares MSCI USA Small-Cap Min Vol Factor ETF

126 hedge funds and large institutions have $768M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
39
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$556K 16,025 +185 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$522K 15,066 -6,484 -30%
Truist Financial
53
Truist Financial
North Carolina
$494K 14,255 +14,255 New
BI
54
Berkeley Inc
Idaho
$480K 13,852 -645 -4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$430K 12,406 -6,378 -34%
OIA
56
OneDigital Investment Advisors
Kansas
$388K 11,187 +8 +0.1%
OC
57
Oppenheimer & Co
New York
$369K 10,644 +10,644 New
TRCT
58
Tower Research Capital (TRC)
New York
$365K 10,511 +7,821 +291%
FTUS
59
Flow Traders U.S.
New York
$364K 10,486 +10,486 New
TFS
60
Thoroughbred Financial Services
Tennessee
$328K 9,463 -275 -3%
SFG
61
Sovereign Financial Group
Connecticut
$323K 9,319 -827 -8%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$307K 8,857 +2,221 +33%
IDA
63
Intelligence Driven Advisers
California
$306K 8,848 -766 -8%
PGAM
64
Princeton Global Asset Management
New Jersey
$296K 8,542 +374 +5%
OMC
65
Old Mission Capital
Illinois
$285K 8,217 +8,217 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$282K 8,125 -194 -2%
MSAM
67
Moloney Securities Asset Management
Missouri
$263K 7,586 +154 +2%
CL
68
Choreo LLC
Illinois
$260K 7,508 +7,508 New
UWM
69
USAdvisors Wealth Management
Minnesota
$248K 7,164 -254 -3%
Morgan Stanley
70
Morgan Stanley
New York
$237K 6,840 +361 +6%
IWN
71
Independent Wealth Network
Iowa
$227K 6,537 -198 -3%
SWM
72
Spire Wealth Management
Virginia
$223K 6,429 +2,928 +84%
HI
73
Harbour Investments
Wisconsin
$220K 6,340 -1,539 -20%
WWM
74
Western Wealth Management
Colorado
$212K 6,118 -1,158 -16%
AAS
75
Avantax Advisory Services
Texas
$209K 6,038 +6,038 New