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iShares MSCI USA Small-Cap Min Vol Factor ETF

120 hedge funds and large institutions have $920M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BI
51
Berkeley Inc
Idaho
$449K 12,572 -564 -4%
AWC
52
Adamsbrown Wealth Consultants
Kansas
$436K 12,220 -1,207 -9%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$424K 11,891 -74 -0.6%
Osaic Holdings
54
Osaic Holdings
Arizona
$394K 11,041 -11,557 -51%
TGAM
55
TBH Global Asset Management
Tennessee
$379K 10,606 -4,339 -29%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$311K 8,718 +6,408 +277%
TFS
57
Thoroughbred Financial Services
Tennessee
$304K 8,526 -889 -9%
CL
58
Choreo LLC
Illinois
$290K 8,121 +873 +12%
CWS
59
Confluence Wealth Services
Pennsylvania
$268K 7,517 +7,517 New
CIA
60
Concurrent Investment Advisors
Florida
$254K 7,122 +7,122 New
FPAS
61
Focus Partners Advisor Solutions
Missouri
$254K 7,109 -397 -5%
DWMG
62
DB Wealth Management Group
California
$253K 7,075 -5,705 -45%
FCBT
63
First Citizens Bank & Trust
North Carolina
$250K 7,012
TRCT
64
Tower Research Capital (TRC)
New York
$250K 6,999 +3,903 +126%
AAS
65
Ameritas Advisory Services
Nebraska
$246K 6,879 -5,014 -42%
PGAM
66
Princeton Global Asset Management
New Jersey
$235K 6,575 -1,676 -20%
HI
67
Harbour Investments
Wisconsin
$226K 6,345 +115 +2%
MSAM
68
Moloney Securities Asset Management
Missouri
$218K 6,107 -3 -0%
OIA
69
OneDigital Investment Advisors
Kansas
$218K 6,099 -4,879 -44%
AAS
70
Avantax Advisory Services
Texas
$213K 5,976 -150 -2%
CAN
71
Cetera Advisor Networks
California
$210K 5,893 -3,423 -37%
FA
72
Financial Advisors
Massachusetts
$209K 5,852 +5,852 New
RJTCONH
73
Raymond James Trust Company of New Hampshire
New Hampshire
$202K 5,654 +5,654 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$190K 5,316 -10,459 -66%
SAM
75
S.A. Mason
Michigan
$174K 4,871 -170 -3%