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iShares MSCI USA Small-Cap Min Vol Factor ETF

124 hedge funds and large institutions have $239M invested in iShares MSCI USA Small-Cap Min Vol Factor ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$380K
RF
52
Rossby Financial
Florida
$376K +$286K +6,800 +318%
HWP
53
Hibernia Wealth Partners
Louisiana
$375K +$167K +3,982 +80%
CL
54
COWA LLC
Oklahoma
$372K +$372K +8,846 New
IWM
55
IHT Wealth Management
Illinois
$367K
TFS
56
Thoroughbred Financial Services
Tennessee
$364K +$21K +500 +6%
FIM
57
Freedom Investment Management
Connecticut
$343K -$1.47K -35 -0.4%
NWM
58
Nova Wealth Management
Florida
$334K +$322K +7,660 +2,632%
OFG
59
Opulen Financial Group
Virginia
$319K +$840 +20 +0.3%
DADC
60
D.A. Davidson & Co
Montana
$316K +$316K +7,511 New
CCM
61
Coldstream Capital Management
Washington
$311K +$311K +7,411 New
Two Sigma Investments
62
Two Sigma Investments
New York
$302K -$996K -23,700 -77%
CL
63
Choreo LLC
Illinois
$299K -$86.8K -2,065 -22%
TRCT
64
Tower Research Capital (TRC)
New York
$295K -$11.8K -282 -4%
FCBT
65
First Citizens Bank & Trust
North Carolina
$295K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$285K +$30.9K +735 +12%
AAS
67
Avantax Advisory Services
Texas
$283K +$168 +4 +0.1%
HSA
68
HBK Sorce Advisory
Pennsylvania
$279K -$12K -285 -4%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$271K -$285K -6,780 -51%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$252K +$48.7K +1,158 +24%
SG
71
StoneX Group
New York
$252K -$27.6K -657 -10%
FBT
72
First Bank & Trust
South Dakota
$247K -$3.11K -74 -1%
OIA
73
OneDigital Investment Advisors
Kansas
$228K +$168 +4 +0.1%
WA
74
Waverly Advisors
Alabama
$226K -$8.07K -192 -3%
JAA
75
Joel Adams & Associates
North Carolina
$226K -$246K -5,856 -52%