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iShares MSCI USA Small-Cap Min Vol Factor ETF

123 hedge funds and large institutions have $716M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
33
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$425K 11,384 -1,013 -8%
Corient Private Wealth
52
Corient Private Wealth
Florida
$377K 10,107 +10,107 New
TRCT
53
Tower Research Capital (TRC)
New York
$375K 10,050 +804 +9%
CL
54
Choreo LLC
Illinois
$371K 9,978 +64 +0.6%
FIM
55
Freedom Investment Management
Connecticut
$369K 9,886 -2,045 -17%
HWP
56
Hibernia Wealth Partners
Louisiana
$368K 9,869 +9,869 New
Morgan Stanley
57
Morgan Stanley
New York
$325K 8,705 +985 +13%
WA
58
Waverly Advisors
Alabama
$320K 8,576 -3,053 -26%
TFS
59
Thoroughbred Financial Services
Tennessee
$307K 8,251 -275 -3%
Osaic Holdings
60
Osaic Holdings
Arizona
$303K 8,112 -2,694 -25%
CIA
61
Concurrent Investment Advisors
Florida
$283K 7,592 +572 +8%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$277K 7,437 -18 -0.2%
FCBT
63
First Citizens Bank & Trust
North Carolina
$262K 7,012
SG
64
StoneX Group
New York
$242K 6,500 -83 -1%
AAS
65
Ameritas Advisory Services
Nebraska
$240K 6,447 +6,447 New
AAS
66
Avantax Advisory Services
Texas
$235K 6,289 +310 +5%
FBT
67
First Bank & Trust
South Dakota
$222K 5,963 -495 -8%
RJTCONH
68
Raymond James Trust Company of New Hampshire
New Hampshire
$219K 5,865 +104 +2%
FA
69
Financial Advisors
Massachusetts
$219K 5,860 +4 +0.1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$217K 5,812 +162 +3%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$210K 5,618 -123 -2%
OIA
72
OneDigital Investment Advisors
Kansas
$202K 5,407 +13 +0.2%
HI
73
Harbour Investments
Wisconsin
$186K 4,988
SAM
74
S.A. Mason
Michigan
$173K 4,648 +10 +0.2%
WIA
75
Wetzel Investment Advisors
Indiana
$152K 4,054 +215 +6%