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iShares MSCI USA Small-Cap Min Vol Factor ETF

121 hedge funds and large institutions have $211M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
51
Choreo LLC
Illinois
$381K -$2.32K -56 -0.6%
Corient Private Wealth
52
Corient Private Wealth
Florida
$375K
GVCM
53
Global View Capital Management
Wisconsin
$367K -$28.3K -683 -7%
IWM
54
IHT Wealth Management
Illinois
$362K -$7.83K -189 -2%
FIM
55
Freedom Investment Management
Connecticut
$340K -$26.2K -631 -7%
TFS
56
Thoroughbred Financial Services
Tennessee
$338K
Morgan Stanley
57
Morgan Stanley
New York
$319K -$8.46K -204 -3%
OFG
58
Opulen Financial Group
Virginia
$314K -$5.51K -133 -2%
TRCT
59
Tower Research Capital (TRC)
New York
$303K -$180K -4,345 -37%
CHP
60
Cable Hill Partners
Oregon
$297K +$35.5K +862 +14%
FCBT
61
First Citizens Bank & Trust
North Carolina
$291K
HSA
62
HBK Sorce Advisory
Pennsylvania
$287K -$12.3K -297 -4%
AssetMark Inc
63
AssetMark Inc
California
$284K +$284K +6,842 New
AAS
64
Avantax Advisory Services
Texas
$279K +$2.61K +63 +0.9%
SG
65
StoneX Group
New York
$275K -$28.6K -691 -9%
MWM
66
McNaughton Wealth Management
California
$254K -$5.93K -143 -2%
AAS
67
Ameritas Advisory Services
Nebraska
$251K -$17.9K -431 -7%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$251K -$15.4K -372 -6%
FBT
69
First Bank & Trust
South Dakota
$247K -$332 -8 -0.1%
WA
70
Waverly Advisors
Alabama
$231K -$115K -2,763 -33%
FPAS
71
Focus Partners Advisor Solutions
Missouri
$225K +$225K +5,432 New
OIA
72
OneDigital Investment Advisors
Kansas
$225K +$207 +5 +0.1%
Lido Advisors
73
Lido Advisors
California
$222K -$6.26K -151 -3%
RSF
74
Rik Saylor Financial
Ohio
$210K +$124 +3 +0.1%
HWP
75
Hibernia Wealth Partners
Louisiana
$205K +$249 +6 +0.1%