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iShares MSCI USA Small-Cap Min Vol Factor ETF

118 hedge funds and large institutions have $811M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BI
51
Berkeley Inc
Idaho
$450K 13,136 -716 -5%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$427K 12,445 +39 +0.3%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$395K 11,518 -7,117 -38%
OIA
54
OneDigital Investment Advisors
Kansas
$377K 11,009 -178 -2%
TRCT
55
Tower Research Capital (TRC)
New York
$361K 10,520 +9 +0.1%
Morgan Stanley
56
Morgan Stanley
New York
$343K 10,000 +3,160 +46%
TFS
57
Thoroughbred Financial Services
Tennessee
$322K 9,415 -48 -0.5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$317K 9,233 -8,866 -49%
SFG
59
Sovereign Financial Group
Connecticut
$314K 9,163 -156 -2%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$297K 8,672 -185 -2%
IDA
61
Intelligence Driven Advisers
California
$297K 8,776 -72 -0.8%
PGAM
62
Princeton Global Asset Management
New Jersey
$294K 8,576 +34 +0.4%
AAS
63
Ameritas Advisory Services
Nebraska
$289K 8,529 -12,202 -59%
MSAM
64
Moloney Securities Asset Management
Missouri
$253K 7,394 -192 -3%
FPAS
65
Focus Partners Advisor Solutions
Missouri
$251K 7,324 +7,324 New
CL
66
Choreo LLC
Illinois
$248K 7,248 -260 -3%
FCBT
67
First Citizens Bank & Trust
North Carolina
$240K 7,012 +7,012 New
UWM
68
USAdvisors Wealth Management
Minnesota
$215K 6,277 -887 -12%
NL
69
NWAM LLC
Washington
$214K 6,248 +6,248 New
HI
70
Harbour Investments
Wisconsin
$214K 6,230 -110 -2%
AAS
71
Avantax Advisory Services
Texas
$213K 6,211 +173 +3%
RJTCONH
72
Raymond James Trust Company of New Hampshire
New Hampshire
$202K 5,878 +24 +0.4%
GWM
73
Geneos Wealth Management
Colorado
$201K 5,857 +894 +18%
FA
74
Financial Advisors
Massachusetts
$200K 5,840 +4 +0.1%
SAM
75
S.A. Mason
Michigan
$179K 5,151